Reports
Who can use this feature
Users with Administrator role can access the Reports
Introduction to Reports Submodule
A report on product movement provides a detailed record of how products are transferred and handled throughout an organization. It captures key information about the movement of goods, including quantities, locations, dates, and reasons for each transaction. This report helps track the flow of products from arrival and storage to dispatch and distribution. By documenting these movements, the report offers valuable insights into inventory management, supply chain efficiency, and operational performance. Accurate tracking of product movement is essential for optimizing logistics, maintaining inventory accuracy, and ensuring timely fulfillment of customer demands.
Definition of Terms
- Product Movement. Refers to the process of tracking and documenting the transfer, handling, and distribution of goods within an organization.
- Product Inventories. This page is dedicated to managing product inventories and updating their prices.
- Serial Numbers. Enables users to search, filter, and track serial-numbered inventory items, view product and barcode details, and verify item status across different locations.
Roles and Permissions
| Functions | Administrator | Canvasser | Purchasing Manager | Purchasing Officer | Warehouse Staff | Receiver |
|---|---|---|---|---|---|---|
| Product Inventories | ||||||
| Search | ||||||
| Filter by Location | ||||||
| Edit Product Inventory | ||||||
| Product Movements | ||||||
| Preview Report | ||||||
Product Inventories
Introduction to Product Inventories Page
The Product Inventories page displays inventory details for products across locations, allowing the user to view summary details and perform edits to inventory records.
To access this page, navigate to the Inventory Module and click "Product Inventories" under Count Submodule, as shown in the image below:
Features in Product Inventories Page
The image below is the high-level view of the Product Inventories page along with its built-in features.
Product Inventories Summary Table
The Product Inventories Summary Table displays the following columns:
- Batch
- Location
- Product
- SKU
- Lot Number
- Price
- Physical Quantity
- Reserved Quantity
- Available Quantity
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Actions
- Edit Product
Search Product Inventories
Key in the location or product of the Product Inventories in the Search Bar to look for a particular location or product.
Filter Product Inventories by Location
Click the "Filter by Location" dropdown to display and select the desired location.
Preview Product Inventories File
To download, print, or share the list of Product Inventories file, simply click
Edit Product
The user updates inventory record parameters using the Edit function.
-
Click the button located at the end of the corresponding row in the Product Inventories summary table.
- Modify editable fields such as Price or Low stock point, and reviews details including Lot number and Expiry date as needed.
- Select Update to save changes.
- Select Cancel to close the modal without saving changes.
-
A successful notification message will show:
Product inventory updated
Product Movements
Introduction to Product Movements
The Product Movements report helps you track how products move in and out of inventory. It provides a clear view of stock activity, making it easier to monitor inventory levels and avoid shortages or excess stock.
To access this page, users should navigate to Inventory and click on the Product Movements, as shown in the image below.
Features in Product Movements Page
The image below shows a high-level view of the Product Movements page along with its built-in features.
Product Movements Summary Table
The Product Movements Summary Table displays the following columns:
- Document Number
- Product Name
- SKU
- Source Location
- Destination Location
- Previous Quantity
- Transaction Quantity
- Resulting Quantity
- Date Moved
- Type
Filter Product Movement by Type
Product Movement can be filtered by type of movement.
- Count
- Release
- Return
- Receiving
- Deliver
Filter Product Movement by Location
Filter Product Movement by Product
Filter Product Movement by Date
Preview Product Movements File
To download, print, or share the list of Product Movements file, simply click
Serial Numbers
Introduction to Serial Numbers
The Serial Numbers page allows users to view and search serial number records associated with inventory items.
To access this page, users should navigate to Inventory and click on the Serial Numbers, as shown in the image below.
Features in Serial Numbers Page
The image below shows a high-level view of the Serial Numbers page along with its built-in features.
Serial Numbers Summary Table
The Serial Numbers Summary Table displays the following columns:
- Product
- Location
- SKU
- Serial Number
- Barcode
- Quantity
- Status
-
Actions
- View Serial Numbers
- View Serial Numbers Barcode
Search Serial Numbers
Key in the product, location, or serial number in the Search Bar to look for a particular product.
Filter Serial Numbers
Use the available filters such as Location, SKU, Status, and Inventory Status to narrow down the list and find serial numbers more easily.
View Serial Number
Open the View Serial Number modal for the selected record by clicking .
This modal is for viewing purposes only. Serial number details cannot be edited from this screen.
View Barcode
Open the View Barcode modal for the selected record by clicking .
This modal is for viewing purposes only. Barcode details cannot be edited from this screen.