Show pageOld revisionsBacklinksFold/unfold allBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. ===== Inventory ===== Please refer to the guide below for detailed information on inventory module. ++++ Manage Inventory: Overview of the current inventory levels, including stock availability. | === Manage Inventory === * Log on to [[https://app.chillhub.com.my|Chillhub App]] * Navigate the Sales Order page by selecting **Menu** -> **Inventory** -> **Inventory** \\ {{:inventory:inventory_1.jpg?600|}} * The following options are located on the toolbar * {{mdi>magnify?24}} **Search**: Allows you to search for specific data * {{mdi>refresh?24}} **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>plus?24}} **New**: Creates a new entry or record in the system. * Additional Filter & Summary: * **Inventory Value**: Displays the total monetary value of the available stock. * **Select Industry**: Filter inventory based on the industry type. * **Select Warehouse**: View inventory specific to a selected warehouse. * **Select Status**: Filter inventory items by their status. * **Ship**: Items with pending outgoing shipments. * **Replenish**: Items that pending incoming replenishment. * **Insufficient**: Not enough available quantity after deducting customer-reserved stock. * **Negative**: Physical stock is below zero. * **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)// * {{mdi>dots-horizontal?24}}: Opens a menu with additional options * {{mdi>sync?24}} **Adjust/Transfer**: Manually adjust stock levels or transfer inventory between warehouses. * {{mdi>truck?24}} **Ship**: Process shipments based on sales delivery notes. * {{mdi>home-plus?24}} **Replenish**: Restock inventory using purchase delivery notes. * {{mdi>cart?24}} **Pending Orders**: View and manage orders awaiting delivery. * {{mdi>history?24}} **Adjustment History**: View a record of manual stock adjustment activities * **Status**: * {{mdi>truck?24}} **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>alert?24}} **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. * **Product**: Name of the product * **Description**: Product description * **Brand**: Product brand * **Qty On-hand:** The actual physical quantity available in stock * **Qty Available:** The stock quantity available for sale after deducting reserved or allocated stock * No delivery note has been created yet from Sales Orders or Invoices * **Pending Shipment:** The quantity allocated for outgoing shipments but not yet dispatched. * Outgoing delivery note has been created, but shipping has not been performed * **Pending Replenishment:** The quantity expected to be restocked but not yet received * Incoming delivery note has been created, but replenishment has not been performed * **Open P/O Qty:** The quantity of the product currently on open purchase orders, awaiting fulfillment ++++ ++++ Inventory Form: Manually adjust stock levels or transfer inventory between warehouses. | === Inventory Form === * **Industry**: A filter for the **Product** field (visible only when adding a new inventory item) * **Product**: The product being adjusted (read-only when editing). * //When a product with existing inventory is selected, the user can switch to edit mode.// * **Date**: The date of the stock adjustment * **UOM**: The unit of measure used for the displayed quantity. Defaults to the product’s base UOM. Alternative units can be selected based on the product’s **UOM conversion**. * **Qty On-hand**: The total quantity across all warehouses, automatically updated when warehouse quantities are modified (read-only). * **Remark**: Notes or reason for the stock adjustment. == Physical == \\ {{:inventory:inventory_2.jpg?600|}} * **Warehouse Qty Data Table**: Adjust item quantities for each warehouse * **Warehouse**: The warehouse name (read-only) * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.// * **Current Qty**: The existing stock quantity in the warehouse (read-only) * **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. == Accounting == \\ {{:inventory:inventory_3.jpg?600|}} * **Update Inventory Cost**: Specify whether the inventory account value should be updated. * **Qty to Adjust**: The quantity to be adjusted. (defaulted to **Total New Qty - Total Current Qty** from the **Physical** tab) * **Unit Cost**: The unit cost of the added quantities (read-only if the quantity to adjust is negative). * **Inventory Account**: The inventory account assigned for the added quantities, defaulted to the inventory account configured in account rules (read-only if the quantity to adjust is negative). * **Current Inventory Value Data Table**: Displays the current inventory account costing for stock that has not yet been sold. * **Date**: The date when the inventory value was added or purchased. * **Qty**: The quantity added or purchased. * **Unit Price**: The unit cost of the purchased quantity. * **Footer**: * **Total Qty**: The total quantity recorded in the inventory account. * **Total Value**: The total value of the inventory account. * **Average Value**: The average cost per unit. == History == \\ {{:inventory:inventory_4.jpg?600|}} * {{mdi>pencil?24}}: Edit adjustment record (Mobile View: expand row to access) * **Date**: The date of the stock adjustment * **Qty Adjustment**: The quantity that was adjusted. * **Warehouse**: Details of the warehouse where the quantity change occurred. * **Remark**: Notes or reason for the stock adjustment. ++++ ++++ Inventory Adjustments: Overview of past ad-hoc inventory changes. | === Inventory Adjustments === \\ 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>history?24}} **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|}} * The following options are located on the toolbar * {{mdi>magnify?24}} **Search**: Allows you to search for specific data * {{mdi>refresh?24}} **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>plus?24}} **New**: Open **inventory form** to make new inventory adjustment. * Additional Filter: * **Select Filter**: Choose from options * **Date**: View adjustment history for a specific date. * **Product**: View adjustment history for a specific product. * 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>pencil?24}}: Edit adjustment record (Mobile View: expand row to access) * **Product**: Name of the product which inventory is being adjusted. * **Qty Adjustment**: The quantity that was adjusted. * **Remark**: Notes or reason for the stock adjustment.\ * **Warehouse**: Details of the warehouse where the quantity change occurred. * **Cost Qty Adjustment**: The quantity of inventory account to be adjusted. * **Unit Cost**: The cost per unit of the added inventory. ++++ ++++ Edit Adjustment: Update a previously recorded inventory adjustment or transfer. | === Edit Adjustment Form === \\ {{:inventory:inventory_13.jpg?600|}} * **Product**: The product being adjusted (read-only). * **Date**: The date of the stock adjustment * **UOM**: The unit of measure used for the displayed quantity. Defaults to the product’s base UOM. Alternative units can be selected based on the product’s **UOM conversion**. * **Qty On-hand**: The total quantity across all warehouses, automatically updated when warehouse quantities are modified (read-only). * **Remark**: Notes or reason for the stock adjustment. == Physical == * **Warehouse Qty Data Table**: Adjust item quantities for each warehouse * **Warehouse**: The warehouse name (read-only) * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.// * **Qty to Adjust**: The quantity to be adjusted (negative to reduce stock, positive to increase stock). == Accounting == * **Update Inventory Cost**: Specify whether the inventory account value should be updated. * **Qty to Adjust**: The quantity to be adjusted. (defaulted to **Total New Qty - Total Current Qty** from the **Physical** tab) * **Unit Cost**: The unit cost of the added quantities (read-only if the quantity to adjust is negative). * **Inventory Account**: The inventory account assigned for the added quantities, defaulted to the inventory account configured in account rules (read-only if the quantity to adjust is negative). ++++ ++++ Shipping: Edit outgoing shipment details based on sales delivery notes. | == Accessing Shipping List == \\ 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 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 Form**: Navigate to the **Delivery** Tab and click {{mdi>truck?24}} **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 Form**: Navigate to the **Delivery** Tab and click {{mdi>truck?24}} **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. == Manage Shipping List == \\ {{:inventory:inventory_5.jpg?600|}} * The following options are located on the toolbar * {{mdi>magnify?24}} **Search**: Allows you to search for specific data * {{mdi>refresh?24}} **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. * Additional Filter: * **Select Filter**: Choose from options * **Delivery Date**: View shipping records for a specific date. * **Product**: View shipping records for a specific product. * **Invoice No.**: View shipping records for a specific invoice. * **Sales Order No.**: View shipping records for a specific sales order. * **All Pending**: View all records that are pending delivery. * 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>pencil?24}}: 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) * **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>check-circle?24}} **Delivered**: Delivery note items have been shipped from the warehouse. * {{mdi>minus-circle?24}} **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. * **Delivery Date**: Scheduled date for shipment. * **Product**: Item being shipped. * **Qty to Deliver**: Quantity planned for delivery. * **Qty Delivered**: Quantity that has been shipped. * **UOM**: The unit of measure used for the delivery quantities. * **Warehouse Detail**: Quantity breakdown specifying the warehouses from which the shipment was dispatched. * **Customer**: Customer Name * **Address**: Customer Address * **City**: Customer City * **Delivery Note No.**: Unique identifier for the delivery order. * **Invoice/Sales Order No.**: Associated invoice or sales order number. == Ship Item Form == \\ {{:inventory:inventory_6.jpg?400|}} {{:inventory:inventory_11.jpg?400|}} * **Delivery/Return Note No.**: Delivery/Return note number for the item to be shipped/returned * **Delivery Date**: Scheduled date for shipment/return. * **Product**: Item being shipped/returned. * **Invoice No.**: Associated invoice number (visible only when linked to an invoice) * **Sales Order No.**: Associated sales order number (visible only when linked to a sales order without an invoice) * **Qty to Deliver/Return**: Planned quantity for delivery/return. * **Qty Delivered/Returned**: Total quantity shipped/returned across all warehouses, automatically updated when warehouse delivery/return quantities are modified (read-only). * **Warehouse Data Table**: Manage item quantities delivered/returned across warehouses * **Warehouse**: The warehouse name (read-only) * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.// * **Qty Available**: Current stock quantity in the warehouse (read-only). * **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) * **{{mdi>camera?24}}**: Use the camera on mobile devices to scan barcodes for serial number input. * **View Document button**: View, print and share delivery note document. ++++ ++++ Replenish: Edit incoming replenishment details based on purchase delivery notes. | == Accessing Replenish List == \\ 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 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 Form**: Navigate to the **Delivery** Tab and click {{mdi>home-plus?24}} **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. == Manage Replenish List == \\ {{:inventory:inventory_7.jpg?600|}} * The following options are located on the toolbar * {{mdi>magnify?24}} **Search**: Allows you to search for specific data * {{mdi>refresh?24}} **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. * Additional Filter: * **Select Filter**: Choose from options * **Delivery Date**: View replenishment records for a specific date. * **Product**: View replenishment records for a specific product. * **Purchase Order No.**: View replenishment records for a specific purchase order. * **All Pending**: View all records that are pending delivery. * 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>pencil?24}}: Modify replenishment details (Mobile View: expand row to access) * {{mdi>playlist-edit?24}}: Modify **purchase order** details (Mobile View: expand row to access) * **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>clock-outline?24}} **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>keyboard-return?24}} **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. * **Delivery Date**: Scheduled date for replenishment. * **Product**: Item being replenished. * **Qty to Deliver**: Quantity planned for delivery. * **Qty Delivered**: Quantity that has been replenished. * **UOM**: The unit of measure used for the replenish quantities. * **Warehouse Detail**: Breakdown of replenished quantities by warehouse. * **Open P/O Qty**: Ordered quantity from the supplier that has not yet been delivered (no delivery note issued). * **Supplier**: Supplier Name * **Delivery Note No.**: Unique identifier for the delivery order. * **Purchase Order No.**: Associated purchase order number. == Replenish Item Form == \\ {{:inventory:inventory_8.jpg?400|}} {{:inventory:inventory_12.jpg?400|}} * **Delivery/Return Note No.**: Delivery/Return note number for the item to be replenished * **Delivery/Return Date**: Scheduled date for replenishment. * **Product**: Item being replenished. * **Purchase Order No.**: Associated purchase order number * **Qty to Deliver/Return**: Planned quantity for delivery/return. * **Qty Delivered/Returned**: Total quantity replenished/returned across all warehouses, automatically updated when warehouse delivery quantities are modified (read-only). * **Warehouse Data Table**: Manage item quantities delivered/returned across warehouses * **Warehouse**: The warehouse name (read-only) * //Warehouses labeled **Unassigned** indicate quantities that are not assigned to any specific warehouse.// * **Qty Available**: Current stock quantity in the warehouse (read-only). * **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) * **{{mdi>camera?24}}**: 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 == * From the **Inventory** Page, click {{mdi>cart?24}} **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**. * The following options are located on the toolbar * {{mdi>magnify?24}} **Search**: Allows you to search for specific data * {{mdi>refresh?24}} **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. * **Product**: View pending orders for the selected product. * Data Table: //(Note that some of these columns may be hidden in the row details)// * **Date**: The date of the sales order or invoice. * **Invoice/Sales OrderNo.**: The reference number of the invoice or sales order. * **Customer**: The customer name associated with the order. * **Qty**: The quantity ordered. * **UOM**: The unit of measure used for the ordered quantities. ++++ <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat> inventory.txt Last modified: 2026/05/08 07:12by chillhubadmin