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Overview

The Product Sites tab window contains information about inventory and sites.

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 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.

Quantity on Hand

The quantity of this item that is available at this site.

Qty on Hand by Sell UnitThe 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.

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. 
How to set the supply type to waiting on a Sale Order\Service Order you will need to set the ship after date to the future.

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 button on products.

Sales Quantity

The quantity of the product sold during the currently specified time period.

General tab

Field

Description

Gross Profit % Today

Ratio of the Margin to Value ex Tax as a percentage.
The formula for GP % is = Margin Divided by Value ex Times 100

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.
The formula is Overall for all Sale for this particular products Sum(Margin\Value ex) times 100

Min Reorder Quantity

The minimum quantity to reorder. This triggers reorder when using purchase run types.

Max Reorder Quantity

The Maximum quantity of stock that you normally want to hold for this product. Used by the purchase run to caculate the qty required when using the min/max purchase run.

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Field

Description

ProductThe products ID and name
SiteThe 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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Supply types
Supply types
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Quantity On Hand

The amount of stock on hand at this location.

Qty on Hand by Sell UnitThe 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.

Quantities tab

This tab shows you the numbers of this product at this location that meet particular criteria.

Field

Description

On Hand

The total number of products on hand inclusive of those allocated for that site.

Net On Hand

The total number of products that is for that site excluding allocated stock.

Service Back Order

The total quantity on back order from service orders for that site

Sale Back Order

The total quantity on back order from sales orders for that site

Transfer In

The total quantity waiting to be transferred in to the site for that site

Transfer Out

The total quantity already transferred out of the site. But not yet receipted by the transfer to site for that site

Transfer Pending

The total quantity in outstanding transfers that have not yet been picked for that site

Transfer Pick

The total quantity in outstanding transfers that is currently being picked for that site

Purchase Order

The total quantity of products that are on a purchase order for that site.

Lay-By

The total quantity of products that are on lay-by not finalised for that site.

Allocated

The number of products that are allocated to any orders for that site.

Available

The number of products that are available to be allocated to an order for that site.

Stock Waiting

Stock on a Sale Order\Service Order where the supply type on a Sale Order\Service Order is set to waiting. 
How to set the supply type to waiting on a Sale Order\Service Order you will need to set the ship after date to the future.

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.

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.

Transaction Number

The number for the transaction.

Card

The name of the card associated with this transaction.

Quantity

The quantity of products moved. Not sure whether a negative quantity means a sale or a purchase, or whether it’s a data issue.

Quantity on Hand

The quantity of products on hand after the transaction?

Location

The location of the product.

Purchase Run Items tab

This tab shows the purchase run for products from the selected site.

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