Inventory Snapshot By Basepart Active Columns
The Inventory Snapshot By Basepart module offers various active columns that help explore the details of the inventory in the system. Each of these columns provides vital insights into different aspects of your inventory, from sales order commitments to incoming purchase orders and available stock levels. By understanding and utilizing these features, you can make more informed decisions, optimize your inventory management, and ultimately, improve your business operations.
On SO
The "SO" column in the Inventory Snapshot module displays the quantity of each product variant that is currently committed to sales orders. To gain a deeper understanding of the "SO" quantity, click on the quantity within the column. This will launch the "On SO Details" screen, providing you with detailed information about the sales orders associated with that particular product variant.
On SO Details Header Section
The Header Section provides a high-level overview of the product variant's sales order activity, including:
Total product quantity ordered
Total quantity shipped
These metrics give you a quick snapshot of the product's sales order performance.
On SO Details Details Section
This section presents a list of the individual sales orders associated with the product variant, offering specific order details.
On SO Details Details Section Fields
Option 1
This field shows the option 1 name associated with the basepart.
Store
This field shows the name of the store associated with the sales order.
Customer
This field shows the name of the customer who placed the sales order.
SO#
This field displays the sales order number. This is a clickable field. Click on the sales order number to view the sales order subform.
Qty Ord
This field shows the quantity of the product variant ordered on the sales order.
Qty Shipped
This field shows the quantity of the product variant that has been shipped.
Qty Remaining
This field shows the quantity of the product variant that is remaining to be shipped.
Qty Allocated
This field shows the quantity of the product variant has has been allocated.
SO Price
This field shows the total amount of the sales order.
Unit Price
This field displays the unit price of the product variant.
Linked PO
This field displays the PO number of the purchase order linked with the sales order, if any. This is a clickable field. Click on the purchase order number to view the purchase order subform.
Ship By
This field shows the date by which the sales order is expected to be shipped.
Order Date
This field shows the date on which the sales order was placed.
Date To Be Cancelled
This field shows the date until which the sales order is valid or eligible for cancellation.
Title
This field shows the title assigned to the product.
Customer PO
This field displays the purchase order provided by the customer for their internal tracking and accounting purposes.
Created By
This field shows the name of the user who created the sales order.
Sales Rep
This field displays the name of the sales order representative associated with the sales order.
On PO
The PO column in the Inventory Snapshot By Basepart module is an interactive feature that provides detailed insights into product variants currently associated with purchase orders. When you click on the "PO" column, the "On PO Details" screen pops up, providing information about your product variants currently on purchase orders. This provides a comprehensive view of the product quantities ordered, received, and remaining, helping you stay on top of your inventory management.
On PO Header Section
The Header Section provides a high-level overview of the product variant's purchase order activity, including:
Total product quantity ordered
Total quantity received
These metrics give you a quick snapshot of the product's incoming inventory.
On PO Details Section
The "On PO Details" screen's Details Section dives deep into the specifics of each purchase order
On PO Details Section Fields
Option 1
This field shows the option 1 name associated with the basepart.
Store
This field shows the store location where the ordered product variant will be stocked.
Vendor
This field displays the supplier from whom the product variant is being sourced.
PO#
This field captures the unique identifier of the purchase order. The PO number is clickable and users can click on this to open PO subform.
Qty Ord
This field indicates the quantity of the product variant ordered within this specific purchase order.
Qty Received
This field indicates the quantity of the product variant already received from this purchase order.
Qty Remaining
This field shows the quantity still to be received.
Status
This field shows the current status of the purchase order.
Order Date
This field shows the date on which the purchase order was placed.
PO Price
This field displays the total cost of the purchase order.
Unit Price
This field shows the cost per unit of the product variant.
Linked SO
This field captures the associated sales order(s) for this purchase order, if any. This is a clickable field. Click on the sales order number to view the sales order subform.
Delivery Date
This field displays the expected date of delivery for this purchase order.
Ship Date
This field shows the date the product variant was shipped from the vendor.
On Hand
The "On Hand" column in the Inventory Snapshot By Basepart module is an indicator of the actual stock level for each product variant. This column provides a comprehensive view of the inventory, including both available and unavailable quantities, offering a clear picture of what is physically present in the warehouse.
By clicking on the quantity displayed in this column, users are redirected to the On Hand screen. This screen offers a detailed breakdown of the inventory for the selected product variant, allowing users to dive deeper into the specifics of their stock.
ATS Qty
The ATS Qty column in the Inventory Snapshot By Basepart module provides an understanding of the availability of product variants for immediate sale. This column reflects the quantity of a product variant that is currently available for selling, calculated as the difference between the available inventory and the quantity committed to released sales orders.
When users click on the quantity displayed in this column, they are redirected to the ATS screen, which provides a more detailed view of the available quantities across various product variants.
The header section of the ATS screen displays the total ATS quantity for all the product variants, giving users a high-level overview of the stock that is ready for sale.
The details section of the ATS screen provides a granular breakdown, showing the ATS quantity details for each item associated with the selected product variant. This section allows users to see exactly how much of each product variant is available to fulfill incoming orders.
ATS Qty (Including PO)
The ATS (Including PO) column in the Inventory Snapshot By Basepart module offers an extended view of product availability by considering both the current inventory and incoming quantities from purchase orders. This column provides a more comprehensive understanding of the stock that will be available for selling, including what is currently on hand and what is expected from pending purchase orders.
By clicking on the quantity in this column, users are redirected to the ATS (Including PO) screen, where they can review detailed information about the quantities available for sale, factoring in both existing stock and incoming purchase orders.
The header section of the ATS (Including PO) screen displays the total ATS quantity for all product variants, including the quantities expected from purchase orders. This gives users an aggregated view of what will be available for future sales.
The details section of the ATS (Including PO) screen provides a breakdown of the ATS quantity for each item associated with the selected product variant. This section highlights the quantities that are on hand as well as those that are on order, giving users a complete picture of product availability.
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