On this page you can see all of the items that are below minimum quantities and need to be ordered. As a result from the work with the reference, a warehouse stock request is generated. The page is divided in three main sections: Header (1), Filter (2) and Results (3).
Within the Header (1) section you have a green (+) button that allows you to create a New Stock Request.
Within the Filter (2) section you can filter the results based on some specific criteria like:
| Column | Meaning |
| Date Range | Expense period of warehouses |
| Company |
Filters by
company (required field) |
| Warehouse | Filters by warehouse |
| Groups | Filters by group of the item |
| Characteristics | Filters by characteristics of the item |
| Brands |
Filters by
brand of the item |
| Search |
Combined field
for manual search by ID, Name, Description, Brand, Item Group |
| With only required quantity checkbox |
Shows only the
results for the items that have minimum quantity of 0. |
Within the Results (3) section you
can see information about the items that are in the warehouse stock-in.
Information is shown in columns that are described in the table below:
| Column | Meaning |
| ID | ID of the item |
| Name | Name of the item |
| Brand | Brand of the item |
| UM | Unit of Measurement selected for the item |
| Spent During Period |
Number of spent items during period * If you have selected a warehouse, the table will show if there was any movement of the items |
| Quantity |
Quantities in every warehouse * Quantity in selected warehouse |
| Quantity in Warehouse for Replenishment | * This column will only be shown when a warehouse is selected |
| Minimum Quantity |
Sum of the minimum quantities for every warehouse * Minimum quantities for the selected warehouse |
| Optimal Quantity |
Sum of the optimal quantities for every warehouse * Optimal quantities for the selected warehouse |
| Outgoing |
Sum for the unconfirmed quantities of orders and
work orders/items * Sum of unconfirmed items by deliveries (with no rent) for the selected warehouse |
| Incoming |
Sum for the unconfirmed quantities by sales and work
orders/materials * Sum of unconfirmed items by expeditions (with no rent) for the selected warehouse |
| Requested | Sum of unconfirmed quantities for all the requests |
| Quantity Needed |
Optimal – Available – Incoming + Outgoing +
Requested Shows values only if the available quantity is less or equal to the minimum quantity or the needed quantity is more than 0 |
| Requested Quantity | The quantity that you enter manually will be requested |
You
can Edit the Quantity Needed and Requested
Quantity by double clicking on the field.
You
also have an additional button:
| Button | Mouse over text | Meaning |
| Record Item | Allows you to view the Record Item |