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How to Use Inventory Management in the Warehouse Module

This guide explains how to effectively manage inventory using the Inventory Summary and Inventory Detail functions within the Warehouse Module.

1. Accessing Inventory Management

  1. Navigate to Warehouse > Receiving & Shipping.
  2. Choose between two inventory views:
    • Inventory Summary – Displays an overview by SKU No (Stock Keeping Unit Number).
    • Inventory Detail – Provides a detailed view based on receiving or shipping records.

2. Understanding Inventory Summary

The Inventory Summary offers a comprehensive overview of warehouse inventory, including:

  • Customer Name
  • SKU No.
  • Customer P.O. (Purchase Order) No.
  • Product Description
  • B/L No. (Bill of Lading Number)
  • Available Quantity and Package Type
  • Item Weight & Measurement
  • Total Number of Pieces

Searching and Filtering

  • Click Filter to refine your search.
  • Enter details such as Customer Name, Period, SKU No., Product Description, P.O No., or B/L No.
  • Click Apply Filters to view the results.
  • Select how to display inventory:
    • Separate by Customer P.O.
    • Separate by B/L No.

Exporting Data

To download the summary, click Excel to generate an inventory file.

3. Understanding Inventory Detail

The Inventory Detail view provides specific item data. Key columns include:

  • Date (Post Date)
  • Customer Name
  • File No. (linked to shipment records)
  • Basic Item Information & Quantity Details
  • Status

Status Categories

  • PREPARE – The item is in Pre-Receiving or Pre-Shipping.
  • PROCESSING – The item is in Receiving or Shipping.
  • DONE – The item has been Received or Shipped.

Filtering and Exporting

  • Click Filter to search for specific inventory records.
  • Click Excel to download a detailed inventory report.

4. Summary

By utilizing the Inventory Summary and Inventory Detail views, you can effectively track and manage inventory levels in your warehouse. Leverage filters and export functions to enhance inventory control and reporting.

For a visual guide to using this feature, please refer to the following video: