Detailed information regarding the Dashboard page of the Inventory Module
Here you can set Region, Location, and Through Date to see specific inventory data. There is a table with the relevant products on the left side of the screen, and the associated graph of the product inventory on the right side.
The table will provide the Region, Location, Yard, Product, and Current Inventory. You may click any of the column headers to sort by ascending or descending.
This graph provides a visual representation of the current inventory of the filtered products. You can hover over the bars to get the numerical value, and you can filter down how much information is shown here by setting the Region, Location, and Through Date.
The Y-axis is Units and the X-axis is the products.
Outline of information regarding the Inventory module and it's functions.
Detailed information regarding the Inventory tab of the Inventory module.
Here you are able to filter down which products you are tracking inventory for by setting a Region, Location, and a Through Date.
Once you have established which parameters you would like to filter by the associated products will populate in the table below. You can select one of the products on the first table, and this will populate the Set/Adjust/Receive and Tickets table at the bottom of the screen.
In the Set/Adjust/Receive table you are able to create entries for your inventory. These entries are, just as the name of the tab implies:
Set: You can set your starting inventory with this
Adjust: Used to adjust inventory - Use positive values to increase inventory and use negative values to decrease inventory
Receiving: Used to account for receiving inventory if you are not utilizing inbound ticketing
You can set the Date, Reference, Quantity, and add a Note. Use the reference for your internal record keeping, and a note can be any useful additional information.
The Quantity is based on the units of your product (Yard or Ton).
Must Set inventory for tracking to begin, and inventory will be adjusted automatically when ticketing on inbound or outbound orders.