Find where stock is sitting

By default, the Locations report lists all on-hand products in stock (in the Product column), along with the following information:

• Location: current storage location. If a product is stored at Shelf 1 and Shelf 2, the product is listed twice, showing quantities at each location.
• Package: the package that the product is stored in, if any.
• Lot/Serial Number: if the product has a lot or serial number, it is specified here.
• On Hand Quantity: current quantity of products. Click the (edit) icon to modify the on-hand quantity.
• Reserved Quantity: on-hand quantity reserved for operations, such as pickings, delivery orders, or manufacturings.
• Unit: the unit of measure of the product.

Click the buttons to the right of each row item to access additional information:

• History: access the stock move history of the product, displaying information about the quantity and description of why the product was moved from one location to another.

  Tip

  View what the product is reserved for, by clicking the History button on the far-right of the product line.

  On the Moves History page, remove the Done filter from the search bar to reveal filter options, and select the To Do filter.

• Replenishment: access the reordering rules page to replenish products at the specific location.

In the upper-left corner of the page, click the New button to make an inventory adjustment to record quantities of a certain product at a specific Location.

To view products, quantities, and their locations for a specified date, click the Inventory At Date button (also located in the upper-left corner of the page). Select a date and time in the Inventory at Date field, then click Confirm.

View empty locations

To view which locations are currently empty, navigate to Inventory › Configuration › Locations.

Empty locations are designated by the checkbox in the Is Empty column. To show only empty locations, click into the search bar and select the Empty Locations filter.

After learning how to navigate the locations report, it can be used to create and share different reports.

A few common reports that can be created using the Locations report are detailed below.

Dead stock report

To get list of expired items, also referred to as dead stock, follow these steps:

1. Go to Inventory app › Reporting › Locations.
2. Then, click into the search bar to reveal a drop-down list of Filters, Group By, and Favorite options.
3. Enable the Internal Locations and Expiration Alerts option under the Filters section.

The report now displays a list of expired products.

Stranded inventory report

Businesses using multi-step flows in the Inventory or Manufacturing apps, may have stranded items, which are products not in their proper storage locations, due to human error. Use this report to periodically check transfer locations (e.g. WH/Input, WH/Pre-Processing) to ensure items are moved to their intended storage locations, and accurately recorded in the database.

To get a list of items that might be sitting idly in storage, follow these steps:

1. Go to Inventory app › Reporting › Locations.
2. In the search bar, begin typing the name of the location where products are intended to be moved to, such as WH/Input, or WH/Packing.
3. Select the Search Location for: [location name] option from the resulting drop-down menu that appears beneath the search bar.

The report now displays a list of products at the transit location.

Inventory discrepancy report

To generate a report of items that have been moved since the last inventory audit, follow these steps:

1. Go to Inventory app › Reporting › Locations.
2. Then, click into the search bar to reveal a drop-down list of Filters, Group By, and Favorite options.
3. Enable the Internal Locations and Conflicts option from the Filters section.
4. The report now displays items whose quantities have changed since the last cycle count.
5. Click the History button to view inventory transfers, including receipts and deliveries, that have occurred since the inventory adjustment.

Multi-step flows leave things behind: a pallet unloaded at WH/Input that nobody put away. Type the location name in the search bar and pick Search Location for: — everything still sitting there is listed.