# Inventory

# Create Inventory

From the top menu navigate to the Inventory screen

Navigate to the Inventory screen

From the right hand side of the Navigation Bar select the "+" icon

Create inventory

A pop-up will appear where you can enter the details of the New Inventory

You need to select the item number for which the inventory will be created

New inventory pop-up

Then you will need to specify the warehouse

New inventory pop-up

You can specify the sub item number (if any) and the quantity

New inventory pop-up

You can also add inventory in multiple warehouses by repeating this process

New inventory pop-up

To delete a warehouse from the inventory simply click on the trash can icon

New inventory pop-up

A pop-up will appear for confirming the action

Delete confirmation

# Edit Inventory

From the top menu navigate to the Inventory screen

Navigate to the Inventory screen

Hover over the inventory you want to edit and on the right hand side click on the edit icon

Click on edit inventory

A pop-up will appear with the details of that item

Edit inventory details

To delete a warehouse simply click on the trash can icon next to it

Delete warehouse

A confirmation pop-up will appear to confirm the deletion of the warehouse

Delete confirmation

If you want to add a new warehouse in inventory start typing its number in the warehouse number box and select it

Add warehouse

Update the details of the new line and then you can hit Save in order to save your changes

Add new warehouse

# View Inventory Details

From the top menu navigate to the Inventory screen

Navigate to the Inventory screen

Select the inventory you want to see and click on the "+" icon

Open inventory details

The screen will expand and you can see the details of one or multiple inventories at the same time

View inventory details on screen

# View expected orders for a particular item

From the top menu navigate to the Inventory screen

Navigate to the Inventory screen

Select the item for which you want to see the expected quantity and click on its value

Click on expected quantity

A pop-up with the open purchase orders containing this item will open. In this pop-up you can further drill down to see the contents of a particular purchase order

Open purchase orders

# Bulk upload data

Bulk data can be uploaded by using our templates, for more details on how to do this please consult our Uploading section

# Advanced actions

For customizing column names, order of the columns, creating and saving a view, exporting to Excel and other advanced features see our Advanced menu section

# Column explanation

# Header columns

# Item

Represents the item number that is used to uniquely identify an item in the system. This number needs to be unique, and can have both numbers and letters.

# Item Description

Represents the item description corresponding to a particular item number.

# UoM

Represents the unit of measure of the item.

# Number of Subitems

Represents the number of subitems that one item has.

# Number of Warehouses

Represents the number of warehouses where there is inventory for that item.

# Qty in Stock

The total quantity across all warehouses for a particular item.

# Qty Expected

The total quantity expected from all the non-closed purchase orders across all warehouses.

# Detail columns

# Item

Represents the item number that is used to uniquely identify an item in the system. This number needs to be unique, and can have both numbers and letters.

# Description

Represents the item description corresponding to a particular item number.

# Sub Item

Represents the sub item number (if any) unique at item level. This number needs to be unique at item level, and can have both numbers and letters.

# Warehouse

Represents the warehouse number that is defined in the master data.

# Quantity

Represents the quantity of that item/subitem available in the warehouse.

# UoM

Represents the unit of measure of the item/subitem.