Details:

The Check Inventory Levels screen allows you to browse inventory that needs to be ordered for specific stock sites (Administration > Inventory > Check Inventory Levels )This screen is purely for informational purposes. You may choose to view reorder alerts for items that are running low and/or reorder alerts for items on order with a customer.


Step by Step:

Check Inventory Levels

Step 1: Go to Administration > Inventory > Check Inventory Levels.

Step 2: Select a stock site from the pull down menu to view inventory levels for. Leave Vendor Drop Down as All Vendors, or use the drop down to select a specific Vendor. Choose between the radio buttons 'Check Items where this Vendor is Primary' OR 'Check Items where this item is Primary or Secondary.'

Step 3: Check off "Check Alerts for reordering low quantity items" if desired.

Step 4: Check off "Check Sales and Service Orders for items that are waiting delivery". 

Step 5:Check off "Check for Items on Jobs" if desired. 

Step 6: Check off "Check for Special Order Items" if desired.

Step 7: Select All Product Lines, Specific Product Line, or a Specific Product Line Department.

Step 8: Select All Vendors or a Specific Vendor.

Step 9: Click Search.

 - This list is MS Excel enabled and can be sorted by column headers by clicking once for ascending and again for descending order.


Security Permissions Required

Category

Function

Administration – Inventory

*Can Access Inventory Tree Branch