The On-Hand Inventory and Alerts module (accessed under Inventory > Inventory Management lists > On Hand Inventory and Alerts List View) is a multifunctional module that can be used to perform the following operations:
Check physical quantity per SKU per inventory location
Check non-shipped quantity in Sales Orders per SKU per inventory location. This is quantity that is expected to be shipped to clients. It will be displayed only if the Ordering module is enabled in the account.
Check non-Allocated quantity (of Raw Materials) in Production Orders per SKU per inventory location. This is quantity that is expected to be allocated to Production Orders. It will be displayed only if the Production module is enabled in the account.
Check non-Received quantity in Purchase Orders per SKU per inventory location. This is quantity that is expected to be received from suppliers. It will be displayed only if the Ordering module is enabled in the account.
Check non-Received quantity (of Finished Goods) in Production Orders per SKU per inventory location. This is quantity that is expected to be received from Production Orders. It will be displayed only if the Production module is enabled in the account.
Set stock alert levels per SKU per inventory location
Set sub-locations (bin-locations) per SKU per inventory location
Display only the products that need to be ordered from the supplier (physical quantity plus non-Received quantity in Purchase or Production Orders minus the non-shipped quantity in Sales Orders is less than the stock alert levels)
To populate the Detailed Stock Alert Levels and the Sub Location columns, the user should select one or more inventory locations from the Select Inventory Locations drop-down option and then click Search. In case only one inventory location exists in the account, the Detailed Stock Alert Levels and Sub Location columns are by default pre-populated to display only information related to this inventory location.
To set stock alert levels, a user may start typing directly inside the alert level textbox of the respective inventory location. A successful update of an alert level figure shows a ticker icon next to the updated figure.
To set the sub Location (bin Location) of a SKU inside an inventory location, a user may start typing directly inside the sub Location textbox of the respective inventory location. A successful update of a sub Location text shows a ticker icon next to the updated textbox.
When the Show Only Products that need to be Ordered option is chosen then list is populated only with those products that fulfill the following condition: inventory quantity plus the non-received quantity in Purchase Orders plus the non-received quantity in Production Orders (if the Production Module is enabled) minus the non-shipped quantity in Sales Orders is less than the Stock Alert level.
A user may use the Show Only Products that need to be Ordered option to list only those products that need to be ordered/purchased by their supplier. Then, these products can be pinned to the Clipboard and subsequently pasted to a Purchase Order document. The product quantities added in such a case will be equal to the quantities needed to un-list each pinned product from the Show Only Products that need to be Ordered list.
This Module is also accessible by the InventoryLocationStockGet API function. For more, visit the Megaventory API layer here.
Stock alerts and sub-location information may also be added and/or updated through the Data Import module.
The visibility of products in the On-Hand Inventory & Alerts module depends on the extended user access permissions for suppliers for the On-Hand Inventory & Alerts module.
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