Warehouse & Inventory Overview

Overview lets you check warehouse, stock-card, and item-movement totals in one place, review recent movements, and open the detailed list.

Before you start

• Confirm that you can access the Warehouse & Inventory module.
• Have the warehouse and product details available for the movements you need to review.

Check the overall status

• In the sidebar, open Warehouse & Inventory and select Overview.
• Check the number of defined warehouses in Total Warehouses.
• Check the number of registered stock cards in Total Stock Cards.
• Check the number of recorded movements in Total Item Movements.
• Select the arrow on the card for the area you want to review to open the related page.

123

1. 1. Shows the total number of defined warehouses and opens the Warehouses page.
2. 2. Shows the total number of stock cards and opens the Stock Cards page.
3. 3. Shows the total number of item movements and opens the Item Movements page.

Review recent movements

• View the latest 10 records in the Recent Item Movements table.
• Use Movement Type to distinguish an Inbound record from an Outbound record.
• Review the transaction date, warehouse, product, and quantity together.
• When needed, note the product and warehouse information so you can verify it in the related records.

12345

1. 1. Opens the full item-movements list.
2. 2. Shows whether the movement is inbound or outbound.
3. 3. Shows the warehouse where the movement was processed.
4. 4. Shows the product associated with the movement.
5. 5. Shows the movement quantity.

Open all item movements

• Select All Item Movements in the upper-right corner of the recent-movements card.
• On the Item Movements page, view the total record count and the movement list.
• Review the movement you need using its date, warehouse, product, movement type, and quantity.
• When a new transaction is needed, use Create Item Movement at the top of the page.

123456

1. 1. Opens the panel for creating a new item movement.
2. 2. Shows the date field used to review transactions by date.
3. 3. Shows the total number of listed item movements.
4. 4. Shows the field used to narrow movements by warehouse.
5. 5. Shows whether each record is inbound or outbound.
6. 6. Shows the warehouse and product information for the record.

Confirm completion

After checking the total you need, confirm the type, warehouse, product, and quantity of the latest movement. Open All Item Movements when you need to review the full movement list.