Locations dashboard

The Locations dashboard in the Inventory application provides an overview of on-hand storage locations for company products. Use this report to see where stock is stored, identify misplaced items, or view past inventory to see product locations on specific dates.

Note

The Reporting menu in Inventory is only accessible to users with admin access.

To access the locations report, the Storage Locations feature must be enabled. To do that, go to Inventory app ‣ Configuration ‣ Settings. In the Warehouse section, tick the checkbox for Storage Locations, and click Save. Then, access the locations dashboard by navigating to Inventory app ‣ Reporting ‣ Locations.

Navigate the locations dashboard

By default, the Locations dashboard 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 (pencil) 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. Then, click the (caret down) icon to the right of 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 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.

Generate reports

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

A few common reports that can be created using the Locations dashboard 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 the (caret down) icon to the right of 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.

Note

This report can also be generated from the Lot and Serials Numbers page, accessed by going to Inventory app ‣ Products ‣ Lots/Serial Numbers.

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.

Example

Searching Input in Location shows a list of products at a WH/Input location.

The list shows 500 quantities of Chicken, which is alarming if not refrigerated soon after reception. The stranded inventory report helps identify items that have been idling in non-storage locations.

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 the (caret down) icon to the right of 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.