> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/inventory/item-inventory-snapshot/item-inventory-snapshot-active-columns.md). # Item Inventory Snapshot Active Columns The Item Inventory Snapshot is the primary place to view stock levels, including **On Hand** (in stock), **Available**, and **ATS quantities**. These columns provide you with a comprehensive view of inventory statuses, along with detailed analytical insights such as sales history and forecast trends. By clicking on specific inventory numbers, you can view crucial inventory metrics, sales history graphs, incoming delivery schedules, and cross-company inventory information. This detailed breakdown assists in strategic planning and decision-making, making it an indispensable feature for inventory management across various industries. ### On Hand & Available The “On Hand” and “Available” quantities serve as fundamental indicators of the current stock levels of an item. On clicking the "On Hand" or "Available" quantity, you will be redirected to the "Qty Details" screen, where you will be able to see the inventory levels in the header section, the sales history and forecast trend related to the item, and the details of the on-hand inventory. #### Qty Details Header Section The header section of the Qty Details screen displays the various[ inventory levels ](/xoroerp-1/inventory/item-inventory-snapshot/inventory-levels.md)associated with the item, along with the vendor name and vendor lead time. This section serves as a quick reference point for understanding the item’s stock position. #### Qty Details Columns The Qty Details table provides a location-level breakdown of inventory for the selected item, including availability, tracking identifiers, and quality-related information. | **Field** | **Description** | | ------------- | -------------------------------------------------------------------------------------------- | | Store | Displays the store where the inventory is held. | | Item Number | The unique identifier of the item for which inventory details are shown. | | Description | Description of the item as defined in the Item Centre. | | Type | This field indicates whether the item is of inventory, shipping or a service type. | | Location | The specific location within the store where the inventory is stored. | | On Hand | Shows the total physical quantity(in stock) of the item currently available at the location. | | Available | Displays the quantity available for allocation or sale after considering reservations. | | Not Available | Indicates the quantity that is unavailable due to holds, damage, or other restrictions. | | Lot# | Displays the lot number associated with the inventory, if applicable. | | Batch# | Shows the batch number used for batch-controlled inventory items. | | LPN# | Displays the License Plate Number (LPN) used for tracking inventory containers or pallets. | | Mfg Date | Indicates the manufacturing date of the inventory item, if tracked. | | Expiry Date | Shows the expiration date of the item, applicable for perishable or regulated goods. | | Quality | Reflects the quality status of the inventory (e.g., Brand New or Quality Code). | #### Sales History & Forecast Trend The sales history and forecast trend section of the Qty Details screen shows you a graph of the item sales and purchase quantity for the year.
Hover the mouse on the graph to view these 4 key parameters: * **Units Sold:** This shows the units of the item sold during that period. * **Units Purchase:** This shows the units of the item purchased during that period. * **Units Consumed:** If the item in question is a raw material, this shows the units of the item used during that period for producing a manufacturable item. * **Units Produced:** If the item in question is a manufacturable item, this shows the units of the item produced during that period. In addition to these key parameters, the Sales History & Forecast Trends section has three sections to further present the inventory details: #### Table View The "Table View" shows the sales history and forecast in a tabular format, instead of the graph.
#### Incoming Deliveries This section shows the details of the POs on which the Item has been ordered and the expected delivery date of the Item as per the PO.
FieldDescription
StoreThis field displays the store associated with the purchase order.
Item NumberThis field displays the item number.
PO NumberThis field shows the purchase order number on which the item has been ordered.
Qty AvailableThe available quantity of the item is captured in this field.
PO QtyThe total quantity ordered on the PO is captured in this field.
UOMThis field shows the unit of measurement for the item.
Expected Delivery DateThis field displays the date on which the item on the purchase order are supposed to be delivered.
#### Inventory Info (Multi Company)\* Clicking on this tab will navigate you to the “Qty Detail Multi-Company” section. Here, you will find a comprehensive view of the inventory available by Location for the Item across all integrated instances. \*Please note that this section will only be available if the "**Show Inventory Info (Multi Company)"** app config is enabled. ### **On SO & On SO (Draft)** The "On SO" and "On SO (Draft)" columns provide valuable insights into items currently committed to sales orders—both finalized and draft (Open status), respectively. By clicking on these quantities, you are taken to the "On SO Details" screen, where you can view all Sales Orders (including draft/Open orders) associated with the selected item. This screen showcases: * **Inventory Levels:** This section displays a snapshot of the current [inventory status](/xoroerp-1/inventory/item-inventory-snapshot/inventory-levels.md) for the item, along with the vendor name and vendor lead time. * **Sales History and Forecast Trend:** Analytical data offering insights into past [sales performance and future projections](#sales-history-and-forecast-trend). * **Sales Order Details:** Specific information about the sales orders that includes the item, aiding in efficient order management and planning. This section includes details such as the customer name, sales order number, order date, quantity ordered, quantity shipped, address instructions, shipping address, item custom fields, linked PO quantity, etc. #### On SO Details Columns | Field | Description | | ------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | | Store | Displays the store/location from which the Sales Order is processed. | | Customer | Displays the customer associated with the Sales Order. | | SO# | Displays the Sales Order number. This field typically provides a link to open the Sales Order record. | | Item | Displays the item number included in the Sales Order line. | | Description | Displays the description of the item. | | Qty Ord | Shows the total quantity ordered for the item. | | Qty Shipped | Displays the quantity that has already been shipped. | | Qty Remaining | Indicates the quantity that is yet to be fulfilled. | | Qty Allocated | Displays the quantity currently allocated to the Sales Order. | | Ship By | Displays the scheduled shipment date for the order line. | | Order Date | Indicates the date on which the Sales Order was created. | | Status | Displays the current status of the Sales Order. | | Title | Displays the title associated with the Sales Order, if applicable. | | Deposit (SO) | Displays the deposit amount linked to the Sales Order. | | Terms | Displays the payment terms associated with the Sales Order. | | Notes | Displays any notes recorded for the Sales Order line. | | Bill To Name | Displays the billing customer name associated with the Sales Order. | | Promise Date | Displays the promised delivery date committed to the customer. | | Address Instruction Field 1 (Ship To) | Displays the first shipping address instruction configured for the Ship To address. | | Address Instruction Field 2 (Ship To) | Displays the second shipping address instruction configured for the Ship To address. | | Address Instruction Field 3 (Ship To) | Displays the third shipping address instruction configured for the Ship To address. | | Address Instruction Field 4 (Ship To) | Displays the fourth shipping address instruction configured for the Ship To address. | | Address Instruction Field 5 (Ship To) | Displays the fifth shipping address instruction configured for the Ship To address. | | Address Instruction Field 6 (Ship To) | Displays the sixth shipping address instruction configured for the Ship To address. | | Address Instruction Field 7 (Ship To) | Displays the seventh shipping address instruction configured for the Ship To address. | | Customer PO | Displays the customer purchase order number associated with the Sales Order. | | Third Party Ref# | Displays the reference number from the external third-party system, if applicable. | | Ref# | Displays the reference number entered for the Sales Order. | | Created By | Displays the user who created the Sales Order. | | Sell UOM | Displays the Unit of Measure used for the item in the Sales Order. | | SKU UOM | Displays the item's default (SKU) Unit of Measure. | | UOM Factor | Displays the conversion factor between the selected Sell UOM and the SKU UOM. | | Sales Rep | Displays the Sales Representative assigned to the Sales Order. | | Ship To First Name | Displays the recipient's first name. | | Ship To Last Name | Displays the recipient's last name. | | Ship To Address | Displays the primary shipping street address. | | Ship To Address2 | Displays the second line of the shipping address, if available. | | Ship To City | Displays the shipping city. | | Ship To State | Displays the shipping state or province. | | Ship To Country | Displays the shipping country. | | Ship To Postal/Zip | Displays the shipping postal or ZIP code. | | Ship To Company Name | Displays the company name associated with the shipping address. | | Ship To Addr Name | Displays the name assigned to the Ship To address. | | Ship To Phone | Displays the shipping contact phone number. | | Ship To Email | Displays the shipping contact email address. | | Linked PO Qty | Displays the quantity linked to a related Purchase Order. | | Active Linked Qty | Displays the quantity currently linked to active Purchase Orders. | | Order Type Name | Displays the Order Type selected for the Sales Order under the **Other** tab. | | Tags | Displays the Order Tags assigned to the Sales Order. If multiple tags are assigned, they are displayed as a comma-separated list. | | Date To Be Cancelled | Displays the date entered in the **To Be Cancelled** field of the Sales Order. | | Memo | Displays the contents of the Memo field entered in the Sales Order footer. | ### On PO & On PO (Draft) Similarly, by clicking on the "On PO" and "On PO (Draft)" quantities, you are directed to the **"On PO Details"** screen, where you can view the purchase order details of the orders on which the item is currently requested. Here, you can expect to find: * **Inventory Levels:** Presenting a current overview of how many units of the item are available or in reserve. * **Sales History and Forecast Trend:** This feature aids in understanding how the item has [performed sales-wise in the past](#sales-history-and-forecast-trend) and its expected performance moving forward, crucial for inventory planning. * **Purchase Order Details:** Specific information about the purchase orders that includes the item, aiding in efficient order management and planning. This section includes the following columns: #### On PO Details Columns | **Field** | **Description** | | ------------- | ----------------------------------------------------------------------------------------------- | | Store | Displays the store/location for which the Purchase Order is created. | | Vendor | Shows the vendor associated with the Purchase Order. | | PO# | Displays the Purchase Order number. This field typically provides a link to open the PO record. | | Item Number | Indicates the Item# associated with the Purchase Order line. | | Description | Displays the item description as recorded in the Purchase Order. | | Qty Ord | Shows the total quantity ordered in the Purchase Order. | | Qty Received | Displays the quantity already received against the Purchase Order. | | Qty Remaining | Indicates the remaining quantity yet to be received. | | Status | Shows the current status of the Purchase Order (e.g. Released). | | Deliver By | Displays the expected delivery date for the Purchase Order. | | Order Date | Indicates the date on which the Purchase Order was created. | | Linked SO Qty | Shows the quantity linked or allocated to a related Sales Order, if applicable. | | Ref Number | Displays the reference number entered in the Purchase Order for traceability. | {% hint style="info" %} Please note that the quantity header fields (except for ATS quantities) in the **Quantity Details** subform are clickable, allowing users to quickly access relevant transaction details. Upon clicking a header field, the system will display a corresponding subform with detailed information. For example, if you click on the "In Picking" header, the system will present the In Picking Details subform. This subform shows details about the sales orders linked to items that are currently being picked, ensuring you have all necessary transaction details at your fingertips. {% endhint %} ### In Receiving The **"In Receiving"** column provides visibility into inventory that is currently expected through Advanced Shipping Notices (ASNs). By clicking on the **"In Receiving"** quantity, you are directed to the **"In Receiving Details"** screen, where you can view all ASN records associated with the selected item. Here, you can expect to find: **Inventory Levels:** Displays a summary of the current inventory status for the selected item, including quantities such as On Hand, Available, ATS, In Picking, On SO, In Receiving, Net Available, and Re-Order information. **Sales History & Forecast Trend:** Provides analytical insights into historical sales activity and forecast trends for the selected item, helping users make informed inventory planning decisions. **In Receiving Details:** Displays ASN records associated with the selected item. This section includes details such as Store, Item Number, Description, Ref Number, Type, ASN Number, Qty, ASN Ref Number, and any Custom Fields configured for the ASN transaction type. The Custom Field values are automatically displayed and updated based on the corresponding ASN record, providing enhanced visibility and traceability for incoming inventory. --- # Agent Instructions This documentation is published with GitBook. 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