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Difference between revisions of "Inventory Inquiry"

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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Inventory]] | [[Inventory Inquiry]] | [[Purchase Return]] | [[Sales Return]]
+
[[Inventory]] | [[Inventory Adjustment]] | [[Purchase Return]] | [[Sales Return]]
 
</div><br />
 
</div><br />
 
==Inventory Inquiry==
 
==Inventory Inquiry==
 
Allows the user to view the quantities of their items (Onhand,Ordered,Allocated,Available)
 
Allows the user to view the quantities of their items (Onhand,Ordered,Allocated,Available)
 +
=====Requirements before using Inventory Inquiry=====
 +
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Inventory Inquiry]]
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*#[[Brand]]
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*#[[Item Class]]
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*#[[Item Master]]
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*#[[Item Type]]
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*#[[Warehouse]]
 +
 +
*The Item should have any of the following records in order to be reflected on the Inventory Inquiry
 +
*#[[Delivery Receipt]]
 +
*#[[Inventory Adjustment]]
 +
*#[[Purchase Order]]
 +
*#[[Purchase Receipt]]
 +
*#[[Purchase Return]]
 +
*#[[Sales Order]]
 +
*#[[Sales Return]]
 +
*#[[Stock Transfer]]
 +
 +
=====Inventory Inquiry Record List=====
 +
[[File:Inventory - Inventory Inquiry - Record List.png|border|center|1500x1500px]]
  
−
=====Inventory Inquiry List=====
 
−
[[File:Inventory Inquiry List.png|center|thumb|Inventory Inquiry List]]
 
  
 
Notes:
 
Notes:
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*For precise export of items, the user can filter by [[Warehouse]], [[Brand]], [[Item Master|Item]], [[Item Class]] before clicking the CSV button.
 
*For precise export of items, the user can filter by [[Warehouse]], [[Brand]], [[Item Master|Item]], [[Item Class]] before clicking the CSV button.
 
*The user can use Rebuild Inventory Button to refresh and recheck the items in the [[Inventory]].
 
*The user can use Rebuild Inventory Button to refresh and recheck the items in the [[Inventory]].
−
*For Detailed steps on how to use the Inventory Inquiry, You can check the Inventory Inquiry Job Aids which can be found [[Inventory Inquiry Aids|here]]
 
  
−
=====Inventory Inquiry Onhand Quantity List=====
+
=====<span class="mw-headline" id="Exporting_Inventory_Inquiry" style="box-sizing: inherit;">Exporting Inventory Inquiry</span>=====
−
[[File:Inventory Inquiry Onhand Quantity List.png|center|thumb|Inventory Inquiry Onhand Quantity List]]<br />
+
 
−
=====Inventory Inquiry Ordered Quantity List=====
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#Click [[Inventory Inquiry]] under Inventory Menu
−
[[File:Inventory Inquiry Ordered Quantity List.png|center|thumb|Inventory Inquiry Ordered Quantity List]]
+
#Click the CSV Button. Take note that the user can Filter the Item, Item Group, Item Class, Warehouse and Brand for precise Exportation of records.
 +
 
 +
[[File:Inventory - Inventory Inquiry - Export.png|border|center|1500x1500px]]
 +
<br />
 +
=====<span class="mw-headline" id="Viewing_On_Hand_Quantity_Details_in_Inventory_Inquiry_List" style="box-sizing: inherit;">Viewing On Hand Quantity Details in Inventory Inquiry List</span>=====
 +
 
 +
#Click [[Inventory Inquiry]] under Inventory Menu
 +
#Under Inventory Inquiry Screen, Clicking the link of a respective quantity under Onhand Qty column will allow the user to view the breakdown
 +
 
 +
[[File:Inventory - Inventory Inquiry - View On Hand.png|border|center|1500x1500px]]
 +
<br />
 +
=====<span class="mw-headline" id="Viewing_Ordered_Quantity_Details_in_Inventory_Inquiry_List" style="box-sizing: inherit;">Viewing Ordered Quantity Details in Inventory Inquiry List</span>=====
 +
 
 +
#Click [[Inventory Inquiry]] under Inventory Menu
 +
#Under Inventory Inquiry Screen, Clicking the link of a respective quantity under Ordered Qty column will allow the user to view the breakdown
 +
#Under Order Quantity Modal Screen, The user may click the Document Record under Document No. Column in Document Breakdown to view its details
  
−
=====Inventory Inquiry Allocated Quantity List=====
+
[[File:Inventory - Inventory Inquiry - View Ordered.png|border|center|2177x2177px]]
−
[[File:Inventory Inquiry Allocated Quantity List.png|center|thumb|Inventory Inquiry Allocated Quantity List]]
+
<br />Notes:
 +
 
 +
*The user may Export the breakdown of Ordered Quantity. Under Ordered Quantity Modal Screen
 +
 
 +
[[File:Inventory - Inventory Inquiry - Export Ordered Qty.png|border|center|1501x1501px]]
 
<br />
 
<br />
−
{| class="wikitable"
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=====<span class="mw-headline" id="Viewing_Allocated_Quantity_Details_in_Inventory_Inquiry_List" style="box-sizing: inherit;">Viewing Allocated Quantity Details in Inventory Inquiry List</span>=====
 +
 
 +
#Click [[Inventory Inquiry]] under Inventory Menu
 +
#Under Allocated Quantity Modal Screen, The user may click the Document Record under Document No. Column in Document Breakdown to view its details
 +
 
 +
[[File:Inventory - Inventory Inquiry - View Allocated.png|border|center|2035x2035px]]
 +
Notes:
 +
 
 +
*The user may Export the breakdown of Allocated Quantity. Under Allocated Quantity Modal Screen
 +
 
 +
[[File:Inventory - Inventory Inquiry - Export Allocated Quantity.png|border|center|1500x1500px]]
 +
<br />
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{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
 
|-
 
|-
 
|Inventory
 
|Inventory
−
|[[Inventory Inquiry]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Sales Return]]
+
|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Sales Return]]<nowiki> | </nowiki>[[Stock Transfer]]
 
|-
 
|-
 
|Sales
 
|Sales
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|-
 
|-
 
|Maintenance
 
|Maintenance
−
|[[Brand]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]
+
|[[Brand]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Warehouse]]
−
|-
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|-
 
−
|Inventory Aids
 
−
|[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
 
−
|-
 
−
|Sales Aids
 
−
|[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]
 
−
|-
 
−
|Purchase Aids
 
−
|[[Purchase Order Aid|Purchase Order Aids]]<nowiki> | </nowiki>[[Purchase Receipt Aid|Purchase Receipt Aids]]
 
−
|-
 
−
|Maintenance Aids
 
−
|[[Brand Aids]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 
 
|}
 
|}
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[[Category:Inventory]]
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[[Category:Purchase]]
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[[Category:Sales]]

Latest revision as of 09:26, 8 April 2022


Inventory Inquiry

Allows the user to view the quantities of their items (Onhand,Ordered,Allocated,Available)

Requirements before using Inventory Inquiry
Inventory Inquiry Record List
Inventory - Inventory Inquiry - Record List.png


Notes:

  • For precise export of items, the user can filter by Warehouse, Brand, Item, Item Class before clicking the CSV button.
  • The user can use Rebuild Inventory Button to refresh and recheck the items in the Inventory.
Exporting Inventory Inquiry
  1. Click Inventory Inquiry under Inventory Menu
  2. Click the CSV Button. Take note that the user can Filter the Item, Item Group, Item Class, Warehouse and Brand for precise Exportation of records.
Inventory - Inventory Inquiry - Export.png


Viewing On Hand Quantity Details in Inventory Inquiry List
  1. Click Inventory Inquiry under Inventory Menu
  2. Under Inventory Inquiry Screen, Clicking the link of a respective quantity under Onhand Qty column will allow the user to view the breakdown
Inventory - Inventory Inquiry - View On Hand.png


Viewing Ordered Quantity Details in Inventory Inquiry List
  1. Click Inventory Inquiry under Inventory Menu
  2. Under Inventory Inquiry Screen, Clicking the link of a respective quantity under Ordered Qty column will allow the user to view the breakdown
  3. Under Order Quantity Modal Screen, The user may click the Document Record under Document No. Column in Document Breakdown to view its details
Inventory - Inventory Inquiry - View Ordered.png


Notes:

  • The user may Export the breakdown of Ordered Quantity. Under Ordered Quantity Modal Screen
Inventory - Inventory Inquiry - Export Ordered Qty.png


Viewing Allocated Quantity Details in Inventory Inquiry List
  1. Click Inventory Inquiry under Inventory Menu
  2. Under Allocated Quantity Modal Screen, The user may click the Document Record under Document No. Column in Document Breakdown to view its details
Inventory - Inventory Inquiry - View Allocated.png

Notes:

  • The user may Export the breakdown of Allocated Quantity. Under Allocated Quantity Modal Screen
Inventory - Inventory Inquiry - Export Allocated Quantity.png


Categories:
Modules
Inventory Inventory Adjustment | Inventory Inquiry | Purchase Return | Sales Return | Stock Transfer
Sales Sales Order | Delivery Receipt
Purchase Purchase Order | Purchase Receipt
Maintenance Brand | Item Class | Item Master | Item Type | Warehouse
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