# 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** - KPI Card **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. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/2e5image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/2e5image.png) --- ## 2. Active Stock Group **Type** - KPI Card **Description** Displays the total number of active stock groups. **Purpose** Provide an overview of product categories used in inventory management. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/MDEimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/MDEimage.png) --- ## 3. Current Stock Value **Type** - KPI Card **Description** Displays the current total inventory value based on available stock. **Purpose** Monitor the current financial value of inventory. ![loading.gif](https://documentation.xccel.my/loading.gif) --- ## 4. Stock Value by Months **Chart Type** - Bar Chart **Display** Monthly stock value. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/r3jimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/r3jimage.png) **Purpose** Compare inventory value across different months. --- ## 5. Stock Value by Group **Chart Type** - Pie Chart **Display** Inventory value distribution by stock group. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/AVgimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/AVgimage.png) **Purpose** Identify which stock groups contribute the highest inventory value. --- ## 6. Product / Item Flow per Day **Chart Type** - Smooth Line Chart **Display** Daily inventory movement, including: - Stock In - Stock Out - Scrap [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/CHoimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/CHoimage.png) **Purpose** Monitor daily inventory movement and warehouse activities. --- ## 7. Stock Level Comparison **Chart Type** - Pie Chart **Display** Comparison of inventory based on stock levels. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/Lznimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/Lznimage.png) **Purpose** Quickly identify products that require replenishment or stock adjustment. --- # Shipment Status ## 8. Outstanding Received Shipment **Type** - Information Card / KPI **Description** Displays the total number of incoming shipments that have not yet been received into inventory. **Purpose** Monitor pending supplier deliveries. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/duPimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/duPimage.png) --- ## 9. Outstanding Delivery Shipment **Type** - Information Card / KPI **Description** Displays the total number of outgoing shipments that have not yet been delivered. **Purpose** Track pending customer deliveries. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/EZRimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/EZRimage.png) --- ## 10. Delayed Received Shipment **Type** - Information Card / KPI **Description** Displays incoming shipments that are overdue based on the expected receiving date. **Purpose** Identify supplier delivery delays. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/Twuimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/Twuimage.png) --- ## 11. Delayed Outgoing Shipment **Type** - Information Card / KPI **Description** Displays outgoing shipments that have exceeded the scheduled delivery date. **Purpose** Monitor delayed customer deliveries and improve fulfillment performance. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/umtimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/umtimage.png) # 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. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/ouCimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/ouCimage.png) Create New Delivery Order: [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/Verimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/Verimage.png) # 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. [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/t4Oimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/t4Oimage.png) Create New Goods Return: [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/8Ubimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/8Ubimage.png) # Inbound Management # Setup Incoming Shipment # 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. [![Screenshot 2026-07-09 150526.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/screenshot-2026-07-09-150526.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/screenshot-2026-07-09-150526.png) Create New Goods Receive: [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/DPjimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/DPjimage.png) # Setup Delivery Return ##### Purpose [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/dbXimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/dbXimage.png) Create New Delivery Return: [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/rBqimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/rBqimage.png) # 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: [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/eVUimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/eVUimage.png) # Setup Production Order # Setup Stock Assembly # Setup Stock Disassembly # Operations # Setup Inventory Overview ##### Purpose [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/c9zimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/c9zimage.png) # Setup Stock Issue # Setup Cancel Shipment # Setup Stock Receive # Setup Stock Adjustment # Setup Stock Transfer # Setup Internal Movement # Setup Scrap # Setup Low Level Stock Control # Setup New Customer ##### Purpose 1\. Find Resource Data [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/v3Qimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/v3Qimage.png) 2\. Select Customer [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/UsYimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/UsYimage.png) 3\. Create New Customer [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/CTFimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/CTFimage.png) # Setup New Supplier ##### Purpose 1\. Find Resource Data [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/v3Qimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/v3Qimage.png) 2\. Select Supplier [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/yl2image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/yl2image.png) 3\. Create New Supplier [![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-07/scaled-1680-/71pimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-07/71pimage.png)