Inventory
Stock, products, locations, adjustments, counts and transfers
15 articles
Inventory dashboard
What the inventory dashboard shows: active SKUs, units on hand, occupied and free locations, stock by state and by customer, the most-moved SKUs and the quick actions. How each number is calculated and what it leaves out.
Looking up stock by location
The stock by location screen: how to filter by zone, customer, product, receipt or location, what each state column means, who has the goods reserved, which actions start from each line and how it differs from what the customer sees.
Stock line history
How to see, movement by movement, what happened to a stock line: receipts, shipments, adjustments, transfers and status changes, with their source document, the system reason codes and who did it.
Products and packaging levels
The product catalog: creating and editing SKUs field by field, owning customer, tracking flags, reorder point, unit cost and the packaging levels (piece, standard pack and pallet) that decide how things are charged, what gets printed and how much fits in a location.
Set up a SKU step by step
A guide with screenshots to set up a complete product: the piece, the standard pack (the packaging unit) and the pallet (the handling unit), how to read what the system calculates and what to check before saving.
Lots, serial numbers and expiry
What a product’s tracking flags do today: where the lot is captured, how it splits stock and in what order lots leave, what happens with expiry, serial numbers and hazmat, and where each piece of data shows up.
One-time items
What the items created on the fly when receiving goods that are not in the catalog are: how they are born, how their SKU is built, where they show up and where they do not, what the customer sees, and what to do when they should have been a catalog product.
Reorder point and low stock
How to set a product’s reorder point, how the system decides it is low, which check runs every morning, who actually gets the alert today, and how to show low stock on the KPI dashboard and in the client portal.
Importing products from CSV
Bulk-loading a customer’s catalog from a CSV file: recognized columns and their rules, the owning customer, a dry run before writing, the template, a sample file, how to read rejected rows and what to complete by hand afterwards.
Locations and zones
How to organize the warehouse into zones and locations: creating and editing field by field, types, pallet capacity, pickable flag, deactivating and deleting, and how they affect where goods are stored, where they are picked from, what is counted and what is charged.
Inventory adjustments
When and how to correct a quantity with an adjustment: each form field, set quantity or delta, the standard reasons, what cannot be adjusted, what changes in other modules, the error messages and where the record is kept. Includes when to use a transfer or a status change instead.
Changing the status of goods
The nine states of goods explained one by one: what each is for, which system action puts goods in or takes them out, and what it blocks. How to move goods from available to damaged, on hold, quarantine or another state (and back) without changing the line total.
Stock transfers
Moving goods from one location to another within the warehouse, or sending them to another warehouse in two steps (ship and receive at destination): each field, what can be moved, what happens to storage and aging, the error messages and today’s limitations between warehouses.
Cycle counts
How to plan a count (whole warehouse, by ABC class or by zone), count blind or guided, what happens when the difference exceeds the threshold, how approval by a second supervisor creates the adjustment, and the care needed so the adjustment comes out right.
ABC classification
How the system decides whether a product is class A, B or C for cycle counts: the 90-day window, which outbound quantities it counts, the 80% and 95% cut-offs, a worked example and the limits of the classification.