Overview

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

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Reference

Fields

Available filters for this list:

Active Sites
Active Trading Sites
All Sites
Inactive Sites

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; If Stock allocation is turned OFF 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 manually changing the supply type to Waiting or from clicking on Purchase to purchase the stock on the order or setting the ship after date to a future date
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. 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	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.

Each physical location within a site can be represented by a location in Readysell.

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.

	Allocate	Back Order	Use Case / Notes
Allocate	Any stock that is available	Remaining quantity	Default. Used in the majority of cases.
Ignore	No	Full quantity ordered	Behaves like stock allocation was turned off. This has several implications. No stock allocation. If you create a shipment, for eg by clicking on the ship button or by auto warehousing, the whole on-order quantity will be extracted to the sale shipment. Sale shipments include everything on order when stock allocation is turned off. This could be used in the case where the customer has their supply type set to Ignore and their order is always drop shipped from the supplier (purchase order raised from sales order) You can set a supply type on all lines of the sales order to Ignore and hit the ship and use the Show In Report to get a Pro Forma Invoice that you can send the customer before you do invoice them.
Priority	Any stock, even if it's been allocated elsewhere	Remaining quantity	Urgent orders.
In Stock	Only allocate if full quantity remaining on order is available	No	The behavior of in stock is only allocate stock if the full quantity remaining on order is available. If full quantity is not available fully back order the item. Allowing users to purchase the whole amount. One shipment per line
Back Order	No	Full quantity ordered	Manually control the order processing however still want to increase the stock quantity on hand via purchase run.
Quarantine	No	No	Location for returned stock or over supply of stock quantity for reviewing and processing at a later time.
Waiting	No	No	Set by the system if the order has a future "Ship After" date or is waiting on stock from drop shipments or allocated purchases.

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.

(Note: these quantity descriptions also apply when looking at a sales order and service order)

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. The stock is allocated to the sales order/service order (no sale shipment linked as yet to the sales order) There may be a sale shipment linked to the sales order and that sale shipment (status of Open) has not yet had the button clicked on for Pick (pick sends the status to In Progress and removes the allocated qty from the sales order placing it on to Qty On Shipments)
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. if the product has a supply type of Ignore, instock or priority, they do not have a field of their own. Therefore they may not show up in any other field to show where the qty on sale order comes from. The Show Breakdown also does not take you straight to what is on sales order if it is not allocated. In that case you will need a query/filter for the Sales Orders window to show this. i.e. Open up sales orders, select filter at the top to show all outstanding sales orders, in the list of sales orders, right click on the header and click on Filter Editor and create the following filter: You will need to change the product code at the right of the "Product equals" line to be the product you wish to view the sales orders for.

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'

Readysell recommends for a true stock figure from the product site movements view, ensure these fields are on the detail view - Balance, Extracted (set to Unchecked), Qty, Qtyonhand, TransactionType, Transactionnumber,CostEx,
FIFO reduces the Balance on all Positive Stock movements. See link to FIFO CostingHow Readysell FIFO first in first out costing works in your business

Field	Description
Date	The date that the movement took place. Depending on your filter settings, this will be either creation date or transaction date. If the date is 01/01/1900 that relates to the first imported position for that product with a qty and qtyonhand and cost. The Imported flagged will be set to False.
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 SALSHP - Is a Sale Shipment - A shipment/picking slip window can be manually created by a POS sale and finalising/completing it, or creating a new sale shipment and finalising/completing it or by hitting Ship button on the sale order and finalising/completing it SALRET - Is a Sale Return - Where a customer product return is generated from a sale shipment by hitting the Credit button on the posted sale shipment window and finalising/completing that sale return SALWSH - Is a Sale Shipment generated from the API web shipment STKAUT - Is an Auto Stock Adjustment - Where stock had no stock on hand at the time of sale, stock required for sale is auto written on and sold at time of sale (requires workstation to be set up for auto stock adjustments) STKDIS - Is a Supplier Dispatch - Where a supplier credit is generated from an existing purchase receipt by hitting the Credit button on the purchase receipt window and finalising/completing it STKLTA - Is a Stock Location Transfer - Where someone has processed a Stock Location Transfer to move stock from one location to another STKQTY - Is a stock quantity adjustment - When someone manually writes stock on or off and Finalises that stock qty adjustment STKTAK - Is a Stocktake - Where the product has been placed on a stocktake and counted/not counted and the stocktake has been Finalised
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.

Field	Description
Date	Date and time of the Purchase run
Qty	Qty on purchase run
Product Unit	Item product unit
Qty On Hand	Qty on hand
Unit Price Ex Tax	The unit price excluding tax
Value Ex Tax	The total value excluding tax
Value Inc Tax	The total value including tax
Lead Time	Product order lead time
Qty of Weekly Unit Shipments	Quantity of weekly unit shipments
Calculated Stock Required	Calculated stock required
Net Qty on Hand	The net quantity on hand
Stock Required	Stock required for this item