Item Inventory Snapshot Options

The item inventory snapshot module offers various header-level options for managing your inventory with precision and ease. From creating purchase orders to disassembling manufactured items, this feature streamlines critical inventory management processes. Additionally, the right-click function offers quick access to in-depth item details, further enhancing inventory control and planning.

Item Inventory Snapshot Header Level Options

1. Create new PO: This allows you to create a new purchase order for the selected items.

2. Add to Existing PO: This allows you to add the selected items to an existing PO.

3. Create new PO by default vendor: This allows you to create a new purchase order for the default vendor associated with the item.

4. Create MO: This allows you to create a new Manufacture Order for the selected manufacturable items.

5. Disassemble: This allows you to disassemble the manufactured item into the respective raw materials.

Filter Settings

1. Store This dropdown allows you to select the specific store or warehouse for which you want to view the inventory details. This is particularly useful for companies managing multi-location inventory, enabling store-level visibility and control.

2. Consolidated View Toggle This toggle enables you to switch between store-specific and consolidated views. When activated, the system aggregates stock levels, committed stock, and on-order quantities across all stores/warehouses, providing a unified snapshot of inventory at a company-wide level.

3. Show Active Only When this checkbox is enabled, the grid displays only those items that are marked as Active in the Item Master. This helps focus on SKUs that are currently active for sale or use, filtering out discontinued or obsolete items.

4. Include Suggested Qty When selected, this option displays the Suggested Quantity to Order based on system-calculated recommendations. These suggestions are derived from historical sales trends, current stock, and reorder policies, and populate the To Order Qty column to assist planners in decision-making.

Search Fields

Field	Description
Item#	Search by the unique Item Number or SKU assigned to each inventory item.
Description	Search by the Item Description to locate products based on their name or short description.
BasePart#	Filter by the base part number, which is used when a product family has multiple variants (sizes, colors, etc.) sharing the same base part.
Effective Date	View the inventory snapshot as of a particular date. Useful for auditing or checking past inventory states.
Brand	Filter items by the associated Brand. Helpful for companies dealing with multiple brands under one catalog.
Category	Filter by the Item Category (e.g., Electronics, Apparel, Raw Material) to group and report more easily.
Item Barcode	Search using the barcode value linked to the item for faster lookups, especially when scanning physical products.
All Ref#	Flexible field to search using any alternate reference numbers linked to the item, such as Vendor Part Numbers, Manufacturer Codes, or Custom Identifiers.
Vendor	Filter items based on the primary or preferred vendor. Useful for planning purchases or analyzing vendor-specific inventory levels.
Months	Defines the historical window (in months) to compute historical data in the Inventory Snapshot & Short Inventory Planner (App Config based). Influences how average usage and suggested reorder quantities are calculated.

Item Inventory Snapshot Context View Option

• Item Details: Redirects you to the "Item Details" module from where you can view or edit the item information.