Tracking Inventory Levels

Tracking inventory levels is crucial for ensuring that your operations run smoothly and that stock levels are maintained. This feature allows you to view and monitor the quantities of items stored across different warehouse locations. The system provides a detailed overview, including item SKUs, product names, and current quantities, making it simple to keep tabs on your stock at a glance. Inventory audits and adjustment histories are also accessible, enabling you to review changes made to stock levels and identify trends over time. By having comprehensive visibility into inventory levels, you can make informed decisions, streamline restocking processes, and avoid shortages or overstock situations, ultimately supporting better inventory management practices.

Prerequisites: Authorised Users.

Instructions

1. From the main Dashboard, click the Inventory tab.
   
   
   
   
   
   
2. Then click Inventory Reporting.
   
   
   
   
   
   
3. You will be directed to the All Warehouse Inventory page.
   
   
   
   
   
   
4. Here you can download and print reports by choosing one of the options at the bottom, Copy, PDF, Excel, CSV, Print.
   
   
   
   
5. You can filter reports by warehouse and time period, using Tools.
   
   
   
   
   
   Note: To choose specific dates, please click on any of the Inventory Tracking Reports.
   
   
   
   
   
   
6. To learn more at a glance about a particular adjustment, click the blue Audit button in the Audit column.
   
   
   
   
   
   
7. To view full details, click on the blue code in the Record column. This will direct you to the View Inventory Adjustment page, or to the relevant invoice.