Overview
The Product Sites tab window contains information about inventory and sites.
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Reference
Fields
Available filters for this list:
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Field | Description |
Site | The site. There will usually be one entry per site in this list. Whichever one is highlighted is what the information below on the Quantities tab will represent |
Quantity on Hand | The quantity of this item that is available at this site including stock that has been allocated. |
| Qty on Hand by Sell Unit | The quantity of this item that is available at this site by sell unit. This displays in decimal point. |
Net Quantity on Hand | The total number of products currently on hand. This includes all stock, including allocated, quarantined, etc. Formula: If Stock allocation is turned ON NetQuantityOnHand = QuantityAvailable - QuantityOnSalesBackOrder - QuantityOnServiceBackOrder + QuantityOnOutstandingPurchaseOrders + QuantityOnTransferIn + QuantityOnTransferPending If Stock allocation is turned OFF NetQuantityOnHand = QuantityOnHand - QuantityOnSalesBackOrder - QuantityOnServiceBackOrder - QuantityOnLayBy - QuantityOnTransferPick + QuantityOnOutstandingPurchaseOrders + QuantityOnTransferIn + QuantityOnTransferPending |
| Quantity Available | If Stock allocation is turned ON QuantityAvailable = QuantityOnHand - QuantityOnTransferOut - QuantityOnTransferPick - QuantityOnLayBy - QuantityAllocated; QuantityAvailable = QuantityOnHand - QuantityOnTransferOut - QuantityOnTransferPick - QuantityOnLayBy - QuantityOnSaleOrder; |
Sales Value Ex Tax | The sales value of all stock of this product at this site, excluding tax. |
Stock Waiting | Stock on a Sale Order\Service Order where the supply type on a Sale Order\Service Order is set to waiting usually due to either
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Sales Value Inc Tax | The sales value of all stock of this product at this site, including tax. The number of days to use in product sales calculations can be changed using the Set Date Range button on the top ribbon on Products. |
Sales Quantity | The quantity of the product sold during the currently specified time period (Set Date Range button on top ribbon). |
General tab
Field | Description |
Gross Profit % Today | Ratio of the Margin to Value ex Tax as a percentage. |
Gross Profit % Overall | The gross profit searches for all sale order\ Service order lines and sums up all the Value Ex Tax Ordered and Cost Ex Tax Ordered. |
Min Reorder Quantity | When using the min/max reordering method, purchase runs identifies the need to reorder the product using the Minimum Reorder Quantity. Where the net stock on hand for the product is less than or equal to the minimum reorder quantity. |
Max Reorder Quantity | When using the min/max reordering method, purchase runs calculates the quantity to reorder by subtracting the net stock on hand from the Maximum reorder quantity. The result is then rounded to a multiple of the product supplier's minimum order quantity. |
Locations tab
A single product can be stored in many locations within the site. The product locations list shows all locations where the product is currently being stored. It also shows the quantity at each location.
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Field | Description | ||||||||
| Product | The products ID and name | ||||||||
| Site | The site location of item | ||||||||
Location | The name of the location. | ||||||||
Supply Type | The way in which stock is allocated to sales from that location. For example, you may have a specific location for quarantined stock.
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Quantity On Hand | The amount of stock on hand at this location. | ||||||||
| Qty on Hand by Sell Unit | The quantity of this item that is available at this site by sell unit. This displays in decimal point. | ||||||||
Old Quantity On Hand | The previous quantity on hand before the last stocktake. | ||||||||
Minimum Replenishment Quantity | Used to replenish stock between bulk and pick locations. Such as when automatically replacing parts used on a truck. | ||||||||
Initial Quantity On Hand | Initial quantity on hand at the start of the stocktake. | ||||||||
Maximum Replenishment Quantity | Used to replenish stock between bulk and pick locations. Such as when automatically replacing parts used on a truck. | ||||||||
Counted | Checked if the stock has been counted. | ||||||||
Is Primary | Checked if this is the primary location for this product. The system sets the primary location to be the location with the most stock in the site for that product. | ||||||||
| Qty Unallocated SaleShipment | Qty on "In progress" sale shipment that was not allocated by the system e.g., for shipment created manually from order with Supply Type = Ignore lines or standalone shipment |
Quantities tab
This tab shows you the numbers of this product at this location that meet particular criteria.
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Field | Description | ||
On Hand | The total number of products on hand (inclusive of those allocated) for the site. | ||
Net On Hand | The total number of products on hand for the site, excluding allocated stock. | ||
Service Back Order | The total quantity on back order from service orders for the site. | ||
Sale Back Order | The total quantity on back order from sales orders for the site. | ||
Transfer In | The total quantity waiting to be transferred in to the site. | ||
Transfer Out | The total quantity already transferred out of the site, but not yet receipted by the transfer to site. | ||
Transfer Pending | The total quantity in outstanding transfers that have not yet been picked for the site. | ||
Transfer Pick | The total quantity in outstanding transfers that is currently being picked for the site. | ||
Purchase Order | The total number of products that are on an outstanding purchase order for the site. (note: that if a product was purchased from a sale and the supplier has part supplied the drop ship purchase order, the remainder of outstanding stock on order will not show in this field as the supplier has it on back order, the goods are going directly to the customer so it is the customer that monitors the outstanding stock still waiting to be sent to them from the supplier. | ||
Lay-By | The total number of products that are on lay-by not finalised for the site. | ||
Allocated | The total number of products that are allocated to any sale or service orders for the site.
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Available | The total number of products that are actually available to be allocated to a sale or service order for the site. (Excludes stock that has already been allocated to other service and sales orders) | ||
Stock Waiting | The total number of products on a sale or service order where the supply type on the order is set to waiting, therefore not shipping the stock until after a pre-defined date to the future. See above towards the top of this page for further explanation | ||
| On Shipments | The total number of products that are on in-progress sale shipments for the site. There will be no allocated stock qty to the sales order until more stock comes in after the shipment is in progress. | ||
| In Quarantine | The total number of products on hand for the site that are stocked in a location marked as quarantine. | ||
| On Sale Order | The total number of products that are on an outstanding sale orders for the site. This includes any Supply Type on the product.
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Movements tab
This tab shows the movements for products from the selected site. You can view the entries sorted by creation date or transaction date.
You can drop and drag extracts fields by right clicking and select 'Column Chooser'
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Field | Description | |
Date | The date that the movement took place. Depending on your filter settings, this will be either creation date or transaction date. | |
Period | The financial period when the transaction took place. | |
Type | The transaction type. If the transaction type is Blank, that stands for imported data from your previous system. PURREC - Is a Purchase Receipt - Is created when you receive stock either from hitting the Receive button on a purchase order and finalising/completing it, or by going to purchase receipts and creating a new purchase receipt and finalising/completing it | |
Transaction Number | The number for the transaction. | |
Card | The name of the card associated with this transaction. | |
Quantity | The quantity of products moved. If a qty is in negative, then stock has been reduced. If a qty is in positive then stock has been increased | |
Quantity on Hand | The quantity of product on hand after the transaction has been finalised | |
Location | The location of the product. | |
| Extracted | Always populate this field onto the detail view. Select Unchecked. If this field is selected as 'checked' you will see only a history of the movements imported. Unchecked movements have no affect of the qtyonhand . If you set the extracted field to be 'unchecked' you will see the imported starting movement dated 01/01/1900 and any transaction there after. | |
| Balance | If you need to set the remaining stock on hand for that product for that site, you populate this field onto the window. | |
| Value on Hand | ||
| EachCostEx | Qty x Each cost price | |
| Valueextax | Qty x cost (fifo cost at the time) |
Purchase Run Items tab
This tab shows the purchase run for products from the selected site.
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