Inventory

Inventory Overview

Purpose

The Inventory Overview dashboard provides a real-time summary of inventory status, stock value, inventory movements, and shipment activities. It helps users monitor stock levels, inventory performance, and outstanding warehouse operations.


Dashboard Components

1. Active Item Code

Type

Description

Displays the total number of active item codes currently available in the inventory system.

Purpose

Monitor the number of active products managed by the system.

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2. Active Stock Group

Type

Description

Displays the total number of active stock groups.

Purpose

Provide an overview of product categories used in inventory management.

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3. Current Stock Value

Type

Description

Displays the current total inventory value based on available stock.

Purpose

Monitor the current financial value of inventory.

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4. Stock Value by Months

Chart Type

Display

Monthly stock value.

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Purpose

Compare inventory value across different months.


5. Stock Value by Group

Chart Type

Display

Inventory value distribution by stock group.

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Purpose

Identify which stock groups contribute the highest inventory value.


6. Product / Item Flow per Day

Chart Type

Display

Daily inventory movement, including:

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Purpose

Monitor daily inventory movement and warehouse activities.


7. Stock Level Comparison

Chart Type

Display

Comparison of inventory based on stock levels.

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Purpose

Quickly identify products that require replenishment or stock adjustment.


Shipment Status

8. Outstanding Received Shipment

Type

Description

Displays the total number of incoming shipments that have not yet been received into inventory.

Purpose

Monitor pending supplier deliveries.

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9. Outstanding Delivery Shipment

Type

Description

Displays the total number of outgoing shipments that have not yet been delivered.

Purpose

Track pending customer deliveries.

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10. Delayed Received Shipment

Type

Description

Displays incoming shipments that are overdue based on the expected receiving date.

Purpose

Identify supplier delivery delays.

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11. Delayed Outgoing Shipment

Type

Description

Displays outgoing shipments that have exceeded the scheduled delivery date.

Purpose

Monitor delayed customer deliveries and improve fulfillment performance.

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Outbound Management

Outbound Management

Setup Delivery Order

Purpose

The Delivery Order module is used to create a customer shipping order, recording the goods, quantities, and delivery details to be delivered to the customer. Once created, a Delivery Order can serve as the basis for subsequent Transfers, Outgoing Shipments, and Sales Invoices.

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Create New Delivery Order:

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Outbound Management

Setup Goods Return

Purpose

Goods Return is used to manage the process of customer-returned goods. A Goods Return record is created when a customer returns goods due to product damage, quality issues, incorrect shipment, or other reasons. The system updates inventory levels and retains a complete return history for subsequent analysis and tracking.

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Create New Goods Return:

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Inbound Management

Inbound Management

Setup Incoming Shipment

Inbound Management

Setup Goods Receive

Purpose

Goods Receive is used to confirm that goods delivered by the supplier have been accepted and officially put into storage. After Goods Receive is completed, the system will automatically update the inventory quantity and create a complete receiving record. This function is usually integrated with Purchase Order (PO) and Incoming Shipment to ensure consistency between purchasing, receiving, and inventory data.

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Create New Goods Receive:

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Inbound Management

Setup Delivery Return

Purpose

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Create New Delivery Return:

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Production

Production

Setup Production Job Order

Purpose

Production Job Orders are used to create and manage production work orders, recording the products to be produced, production quantities, required materials (Bill of Materials, BOM), and related production data. Once a Job Order is created, it serves as the basis for subsequent Production Orders, Stock Issues, and Finished Goods Receipts.

 

Create New Production Job Order:

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Production

Setup Production Order

Production

Setup Stock Assembly

Production

Setup Stock Disassembly

Operations

Operations

Setup Inventory Overview

Purpose

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Operations

Setup Stock Issue

Operations

Setup Cancel Shipment

Operations

Setup Stock Receive

Operations

Setup Stock Adjustment

Operations

Setup Stock Transfer

Operations

Setup Internal Movement

Operations

Setup Scrap

Operations

Setup Low Level Stock Control

Setup New Customer

Purpose 

1. Find Resource Data 

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2. Select Customer

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3. Create New Customer

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Setup New Supplier

Purpose 

1. Find Resource Data 

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2. Select Supplier

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3. Create New Supplier

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