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| inventory [2026/07/10 04:10] – chillhubadmin | inventory [2026/07/10 04:17] (current) – chillhubadmin |
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| * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Inventory** \\ {{:inventory:inventory_1.jpg?600|}} | * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Inventory** \\ {{:inventory:inventory_1.jpg?600|}} |
| * The following options are located on the toolbar | * The following options are located on the toolbar |
| * {{mdi>magnify?24}} **Search**: Allows you to search for specific data | * {{mdi>magnify}} **Search**: Allows you to search for specific data |
| * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data | * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data |
| * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. | * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. |
| * {{mdi>plus?24}} **New**: Creates a new entry or record in the system. | * {{mdi>plus}} **New**: Creates a new entry or record in the system. |
| * Additional Filter & Summary: | * Additional Filter & Summary: |
| * **Inventory Value**: Displays the total monetary value of the available stock. | * **Inventory Value**: Displays the total monetary value of the available stock. |
| * **On Order**: Items with open purchase orders not yet received. | * **On Order**: Items with open purchase orders not yet received. |
| * Data Table: //(Note that some of these columns may be hidden in the row details)// | * Data Table: //(Note that some of these columns may be hidden in the row details)// |
| * {{mdi>dots-horizontal?24}}: Opens a menu with additional options | * {{mdi>dots-horizontal}}: Opens a menu with additional options |
| * {{mdi>sync?24}} **Adjust/Transfer**: Manually adjust stock levels or transfer inventory between warehouses. | * {{mdi>sync}} **Adjust/Transfer**: Manually adjust stock levels or transfer inventory between warehouses. |
| * {{mdi>truck?24}} **Ship**: Process shipments based on sales delivery notes. | * {{mdi>truck}} **Ship**: Process shipments based on sales delivery notes. |
| * {{mdi>home-plus?24}} **Replenish**: Restock inventory using purchase delivery notes. | * {{mdi>home-plus}} **Replenish**: Restock inventory using purchase delivery notes. |
| * {{mdi>cart?24}} **Pending Orders**: View and manage orders awaiting delivery. | * {{mdi>cart}} **Pending Orders**: View and manage orders awaiting delivery. |
| * {{mdi>history?24}} **Adjustment History**: View a record of manual stock adjustment activities | * {{mdi>history}} **Adjustment History**: View a record of manual stock adjustment activities |
| * **Status**: | * **Status**: |
| * {{mdi>truck?24}} **Ship**: There are undelivered quantities based on sales delivery notes. | * {{mdi>truck}} **Ship**: There are undelivered quantities based on sales delivery notes. |
| * {{mdi>home-plus?24}} **Replenish**: There are incoming stock quantities based on purchase delivery notes that have not yet been received. | * {{mdi>home-plus}} **Replenish**: There are incoming stock quantities based on purchase delivery notes that have not yet been received. |
| * {{mdi>alert?24}} **Insufficient**: The available quantity is negative, meaning commitments exceed current stock. | * {{mdi>alert}} **Insufficient**: The available quantity is negative, meaning commitments exceed current stock. |
| * {{mdi>alert-circle?24}} **Negative**: The on-hand quantity has dropped below zero, indicating an inventory discrepancy. | * {{mdi>alert-circle}} **Negative**: The on-hand quantity has dropped below zero, indicating an inventory discrepancy. |
| * **Product**: Name of the product | * **Product**: Name of the product |
| * **Description**: Product description | * **Description**: Product description |
| * **Current Qty**: The existing stock quantity in the warehouse (read-only) | * **Current Qty**: The existing stock quantity in the warehouse (read-only) |
| * **New Qty**: The updated stock quantity to be set. | * **New Qty**: The updated stock quantity to be set. |
| * {{mdi>calculator-variant?24}}: Click to calculate the new quantity based on the difference entered by the user. | * {{mdi>calculator-variant}}: Click to calculate the new quantity based on the difference entered by the user. |
| == Accounting == | == Accounting == |
| \\ {{:inventory:inventory_3.jpg?600|}} | \\ {{:inventory:inventory_3.jpg?600|}} |
| == History == | == History == |
| \\ {{:inventory:inventory_4.jpg?600|}} | \\ {{:inventory:inventory_4.jpg?600|}} |
| * {{mdi>pencil?24}}: Edit adjustment record (Mobile View: expand row to access) | * {{mdi>pencil}}: Edit adjustment record (Mobile View: expand row to access) |
| * **Date**: The date of the stock adjustment | * **Date**: The date of the stock adjustment |
| * **Qty Adjustment**: The quantity that was adjusted. | * **Qty Adjustment**: The quantity that was adjusted. |
| === Inventory Adjustments === | === Inventory Adjustments === |
| \\ You can access inventory adjustment records from multiple pages within the system: | \\ You can access inventory adjustment records from multiple pages within the system: |
| - **From Inventory Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>history?24}} **Adjustment History** to view adjustment history for the selected product. | - **From Inventory Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>history}} **Adjustment History** to view adjustment history for the selected product. |
| - **From Main Menu**: Navigate the Inventory Adjustment page by selecting **Menu** -> **Inventory** -> **Adjustments** \\ {{:inventory:inventory_9.jpg?600|}} | - **From Main Menu**: Navigate the Inventory Adjustment page by selecting **Menu** -> **Inventory** -> **Adjustments** \\ {{:inventory:inventory_9.jpg?600|}} |
| * The following options are located on the toolbar | * The following options are located on the toolbar |
| * {{mdi>magnify?24}} **Search**: Allows you to search for specific data | * {{mdi>magnify}} **Search**: Allows you to search for specific data |
| * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data | * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data |
| * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. | * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. |
| * {{mdi>plus?24}} **New**: Open **inventory form** to make new inventory adjustment. | * {{mdi>plus}} **New**: Open **inventory form** to make new inventory adjustment. |
| * Additional Filter: | * Additional Filter: |
| * **Select Filter**: Choose from options | * **Select Filter**: Choose from options |
| * **Date Range**: View adjustment history between a specific start and end date. | * **Date Range**: View adjustment history between a specific start and end date. |
| * Data Table: //(Note that some of these columns may be hidden in the row details)// | * Data Table: //(Note that some of these columns may be hidden in the row details)// |
| * {{mdi>chevron-up?24}}: Expand row to view more details. (Only visible in Mobile View) | * {{mdi>chevron-up}}: Expand row to view more details. (Only visible in Mobile View) |
| * {{mdi>pencil?24}}: Edit adjustment record (Mobile View: expand row to access) | * {{mdi>pencil}}: Edit adjustment record (Mobile View: expand row to access) |
| * **Product**: Name of the product which inventory is being adjusted. | * **Product**: Name of the product which inventory is being adjusted. |
| * **Qty Adjustment**: The quantity that was adjusted. | * **Qty Adjustment**: The quantity that was adjusted. |
| == Accessing Shipping List == | == Accessing Shipping List == |
| \\ You can access shipping records from multiple pages within the system: | \\ You can access shipping records from multiple pages within the system: |
| - **From Inventory Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>truck?24}} **Ship** to view shipping records for the selected product. | - **From Inventory Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>truck}} **Ship** to view shipping records for the selected product. |
| - **From Invoice Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>truck?24}} **Ship** to view shipping records for the selected invoice. | - **From Invoice Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>truck}} **Ship** to view shipping records for the selected invoice. |
| - **From Invoice Form**: Navigate to the **Delivery** Tab and click {{mdi>truck?24}} **Ship** button to view shipping records for the selected invoice. | - **From Invoice Form**: Navigate to the **Delivery** Tab and click {{mdi>truck}} **Ship** button to view shipping records for the selected invoice. |
| - **From Sales Order Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>truck?24}} **Ship** to view shipping records for the selected sales order. | - **From Sales Order Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>truck}} **Ship** to view shipping records for the selected sales order. |
| - **From Sales Order Form**: Navigate to the **Delivery** Tab and click {{mdi>truck?24}} **Ship** button to view shipping records for the selected sales order. | - **From Sales Order Form**: Navigate to the **Delivery** Tab and click {{mdi>truck}} **Ship** button to view shipping records for the selected sales order. |
| - **From Main Menu**: Select {{mdi>truck?24}} **Ship** menu from the main menu to view shipping records for any specific dates. | - **From Main Menu**: Select {{mdi>truck}} **Ship** menu from the main menu to view shipping records for any specific dates. |
| == Manage Shipping List == | == Manage Shipping List == |
| \\ {{:inventory:inventory_5.jpg?600|}} | \\ {{:inventory:inventory_5.jpg?600|}} |
| * The following options are located on the toolbar | * The following options are located on the toolbar |
| * {{mdi>magnify?24}} **Search**: Allows you to search for specific data | * {{mdi>magnify}} **Search**: Allows you to search for specific data |
| * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data | * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data |
| * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. | * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. |
| * Additional Filter: | * Additional Filter: |
| * **Select Filter**: Choose from options | * **Select Filter**: Choose from options |
| * **All Pending**: View all records that are pending delivery. | * **All Pending**: View all records that are pending delivery. |
| * Data Table: //(Note that some of these columns may be hidden in the row details)// | * Data Table: //(Note that some of these columns may be hidden in the row details)// |
| * {{mdi>chevron-up?24}}: Expand row to view more details. | * {{mdi>chevron-up}}: Expand row to view more details. |
| * {{mdi>pencil?24}}: Modify shipment details (Mobile View: expand row to access) | * {{mdi>pencil}}: Modify shipment details (Mobile View: expand row to access) |
| * {{mdi>playlist-edit?24}}: Modify **invoice** or **sales order** details (Mobile View: expand row to access) | * {{mdi>playlist-edit}}: Modify **invoice** or **sales order** details (Mobile View: expand row to access) |
| * **Status**: Displays the current shipment status (e.g., Pending, Delivered, Exceeded, Cancelled) | * **Status**: Displays the current shipment status (e.g., Pending, Delivered, Exceeded, Cancelled) |
| * {{mdi>clock-outline?24}} **Pending**: Delivery note items are created but have not yet been shipped from the warehouse. | * {{mdi>clock-outline}} **Pending**: Delivery note items are created but have not yet been shipped from the warehouse. |
| * {{mdi>check-circle?24}} **Delivered**: Delivery note items have been shipped from the warehouse. | * {{mdi>check-circle}} **Delivered**: Delivery note items have been shipped from the warehouse. |
| * {{mdi>minus-circle?24}} **Cancelled**: The invoice or sales order has been cancelled. | * {{mdi>minus-circle}} **Cancelled**: The invoice or sales order has been cancelled. |
| * {{mdi>keyboard-return?24}} **Return**: Return note items are created but have not yet been returned to the warehouse. | * {{mdi>keyboard-return}} **Return**: Return note items are created but have not yet been returned to the warehouse. |
| * **Delivery Date**: Scheduled date for shipment. | * **Delivery Date**: Scheduled date for shipment. |
| * **Product**: Item being shipped. | * **Product**: Item being shipped. |
| * **Qty Delivered/Returned**: Quantity shipped from/returned to the respective warehouse (editable). Inventory quantity will be updated accordingly upon saving. | * **Qty Delivered/Returned**: Quantity shipped from/returned to the respective warehouse (editable). Inventory quantity will be updated accordingly upon saving. |
| * **Serial No.**: Enter a list of serial numbers for the items being delivered. (optional) | * **Serial No.**: Enter a list of serial numbers for the items being delivered. (optional) |
| * **{{mdi>camera?24}}**: Use the camera on mobile devices to scan barcodes for serial number input. | * **{{mdi>camera}}**: Use the camera on mobile devices to scan barcodes for serial number input. |
| * **View Document button**: View, print and share delivery note document. | * **View Document button**: View, print and share delivery note document. |
| ++++ | ++++ |
| == Accessing Replenish List == | == Accessing Replenish List == |
| \\ You can access replenishment records from multiple pages within the system: | \\ You can access replenishment records from multiple pages within the system: |
| - **From Inventory Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>home-plus?24}} **Replenish** to view replenishment records for the selected product. | - **From Inventory Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>home-plus}} **Replenish** to view replenishment records for the selected product. |
| - **From Purchase Order Page**: Click the Options {{mdi>dots-horizontal?24}} button in the data table row, then select {{mdi>home-plus?24}} **Replenish** to view replenishment records for the selected purchase order. | - **From Purchase Order Page**: Click the Options {{mdi>dots-horizontal}} button in the data table row, then select {{mdi>home-plus}} **Replenish** to view replenishment records for the selected purchase order. |
| - **From Purchase Order Form**: Navigate to the **Delivery** Tab and click {{mdi>home-plus?24}} **Replenish** button to view replenishment records for the selected purchase order. | - **From Purchase Order Form**: Navigate to the **Delivery** Tab and click {{mdi>home-plus}} **Replenish** button to view replenishment records for the selected purchase order. |
| - **From Main Menu**: Select {{mdi>home-plus?24}} **Replenish** menu from the main menu to view replenishment records for any specific dates. | - **From Main Menu**: Select {{mdi>home-plus}} **Replenish** menu from the main menu to view replenishment records for any specific dates. |
| == Manage Replenish List == | == Manage Replenish List == |
| \\ {{:inventory:inventory_7.jpg?600|}} | \\ {{:inventory:inventory_7.jpg?600|}} |
| * The following options are located on the toolbar | * The following options are located on the toolbar |
| * {{mdi>magnify?24}} **Search**: Allows you to search for specific data | * {{mdi>magnify}} **Search**: Allows you to search for specific data |
| * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data | * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data |
| * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. | * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. |
| * Additional Filter: | * Additional Filter: |
| * **Select Filter**: Choose from options | * **Select Filter**: Choose from options |
| * **All Pending**: View all records that are pending delivery. | * **All Pending**: View all records that are pending delivery. |
| * Data Table: //(Note that some of these columns may be hidden in the row details)// | * Data Table: //(Note that some of these columns may be hidden in the row details)// |
| * {{mdi>chevron-up?24}}: Expand row to view more details. | * {{mdi>chevron-up}}: Expand row to view more details. |
| * {{mdi>pencil?24}}: Modify replenishment details (Mobile View: expand row to access) | * {{mdi>pencil}}: Modify replenishment details (Mobile View: expand row to access) |
| * {{mdi>playlist-edit?24}}: Modify **purchase order** details (Mobile View: expand row to access) | * {{mdi>playlist-edit}}: Modify **purchase order** details (Mobile View: expand row to access) |
| * **Status**: Displays the current replenishment status (e.g., None, Pending, Delivered, Exceeded, Cancelled) | * **Status**: Displays the current replenishment status (e.g., None, Pending, Delivered, Exceeded, Cancelled) |
| * {{mdi>minus-circle?24}} **None**: No active delivery note is planned. | * {{mdi>minus-circle}} **None**: No active delivery note is planned. |
| * {{mdi>clock-outline?24}} **Pending**: Delivery note items are created but not yet replenished to the warehouse. | * {{mdi>clock-outline}} **Pending**: Delivery note items are created but not yet replenished to the warehouse. |
| * {{mdi>check-circle?24}} **Delivered**: Delivery note items have been replenished to the warehouse. | * {{mdi>check-circle}} **Delivered**: Delivery note items have been replenished to the warehouse. |
| * {{mdi>keyboard-return?24}} **Return**: Return note items are created but have not yet been returned from the warehouse. | * {{mdi>keyboard-return}} **Return**: Return note items are created but have not yet been returned from the warehouse. |
| * {{mdi>minus-circle?24}} **Cancelled**: The purchase order has been cancelled. | * {{mdi>minus-circle}} **Cancelled**: The purchase order has been cancelled. |
| * **Delivery Date**: Scheduled date for replenishment. | * **Delivery Date**: Scheduled date for replenishment. |
| * **Product**: Item being replenished. | * **Product**: Item being replenished. |
| * **Qty Delivered/Returned**: Quantity replenish to/return from the respective warehouse (editable). Inventory quantity will be updated accordingly upon saving. | * **Qty Delivered/Returned**: Quantity replenish to/return from the respective warehouse (editable). Inventory quantity will be updated accordingly upon saving. |
| * **Serial No.**: Enter a list of serial numbers for the items being delivered. (optional) | * **Serial No.**: Enter a list of serial numbers for the items being delivered. (optional) |
| * **{{mdi>camera?24}}**: Use the camera on mobile devices to scan barcodes for serial number input. | * **{{mdi>camera}}**: Use the camera on mobile devices to scan barcodes for serial number input. |
| ++++ | ++++ |
| ++++ Pending Order List: Displays a list of ordered items that have not yet been scheduled for delivery | | ++++ Pending Order List: Displays a list of ordered items that have not yet been scheduled for delivery | |
| == Pending Order List == | == Pending Order List == |
| * From the **Inventory** Page, click {{mdi>cart?24}} **Pending Orders** to view the list of pending orders. \\ {{:inventory:inventory_10.jpg?600|}} | * From the **Inventory** Page, click {{mdi>cart}} **Pending Orders** to view the list of pending orders. \\ {{:inventory:inventory_10.jpg?600|}} |
| * This list displays sales orders and invoices without scheduled delivery, which impacts the **Quantity Available**. | * This list displays sales orders and invoices without scheduled delivery, which impacts the **Quantity Available**. |
| * The following options are located on the toolbar | * The following options are located on the toolbar |
| * {{mdi>magnify?24}} **Search**: Allows you to search for specific data | * {{mdi>magnify}} **Search**: Allows you to search for specific data |
| * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data | * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data |
| * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. | * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. |
| * **Product**: View pending orders for the selected product. | * **Product**: View pending orders for the selected product. |
| * Data Table: //(Note that some of these columns may be hidden in the row details)// | * Data Table: //(Note that some of these columns may be hidden in the row details)// |