Viewing Levels


To view inventory Levels:

  1. Click Inventory > Items > Levels.  The Item Levels filter will appear.  
    NOTE:  This strongly resembles, and functions like, the Item Find filter.

     
  2. Leave blank to see all styles or enter criteria to filter (e.g. entering a vendor will only display styles for that specific vendor), then click OK.


    Interactive form includes:
     

    Vendor

    The vendor for this style.

    Style #

    The vendor’s style number.

    Store

    When style expanded via drop-down, it shows stock breakdown by store #.

    When style condensed to one line, it will display summary of all stores combined. 

    If this summary line states Totals, this style is being managed by store.  If this line states All, this style is being managed by company (all stores).

    Min

    The minimum quantity to keep in stock.  Use in conjunction with Reorder Form/Report to automate maintaining stock levels.

    Max

    The maximum quantity to keep in stock.  Use in conjunction with Reorder Form/Report to automate maintaining stock levels.

    # In Stock

    Quantity currently in stock.

    On Order

    Quantity currently on a PO that has not been received or canceled.

    Avg Days On Hand

    For # Instock, the average number of days these items have been in stock.

    MR Received

    The date of the last time an item of this style was added to inventory.

    # Sold

    Total number of this style ever sold.

    Avg Days To Sale

    For # Sold, the average number of days these items were in stock before being sold.

    MR Sold

    The date of the last time an item of this style was sold.

    # SPO

    Of # Sold, the quantity that were sold on special order.  This only includes sold (i.e. picked up) special orders.

    Retail

    The retail price for this style.

    Cost

    The cost for this style.

    # Other

    The total quantity for this style that are not in stock or sold (excluding special order), i.e. layaway, memo out, returned to vendor, missing, assembled/disassembled, donations, giveaways, scrapped, etc.

    Do Not Reorder

    Mark this style to never be reordered.  This will prevent it from ever appearing on the Reorder Form/Report.  However, the style will still be available in the vendor style drop-down when adding inventory for this vendor.

    Discontinued

    Mark this style discontinued.  This will prevent it from ever appearing on the Reorder Form/Report and will also prevent it from showing in the vendor style drop-down when adding inventory for this vendor.

    Description

    The item description for this style.


     
  3. The form will display each style condensed into one summary line.  Use the drop-down button at the beginning of the line to expand the breakdown by store.

     
  4. The Transfer button will only appear on lines where the store has in stock items.  You can use it to transfer these items to any of the other stores.
  5. The Show Images checkbox at the bottom can be used to enable and disable images.
  6. The See Items button at the bottom will bring up all matching items for the selected style regardless of current status.
  7. The Store drop-down at the top allows you to filter styles by store.


    NOTE:  Only styles that are being managed per store will display when you filter by store.  Any styles being managed by company will NOT display.

 

Updated on Thu, 07 Jan 2021 by Angela Chiaravalle

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?