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View Product

Table of Contents 

Details 

The Details tab provides an overview of the most important details belonging to the currently viewed Product. To change any of the details on this page select Edit and you will be taken to the Edit Product page where you can make changes.

Measurements

From within the Measurements box, you can see the Products Units of Measure conversions for the Product. 

You can also add new conversions by selecting the 'Add New Conversion button. Please note, when adding new conversions the Code must much the Product Code of the related Product. In addition, the Code can not be the same as another Product Code of a Product from the same Customer. 

Product Packagings 

For information on Product Packagings, see Products Unit of Measure.

Stock

From this page, you are able to see all stock of this Product within your Warehouse, including the allocated Warehouse Location.

By selecting the checkbox on each line followed by the Move button you are also able to move the highlighted Purchase Order Product to a different location.

You are also able to Print Purchase Order Product Labels from this page by selecting the desired Products then selecting Print Label.

Filtered Report

The Filter Product report is very similar to the Customer Stock Report however, it is prefiltered to only include the specific Product you are currently viewing (and therefore that Product only belongs to a single Customer).

Report Overview 

The Filter Product Report is used to track the inventory of the Product stored in the given Warehouse that the report is being run on. It is possible to view the report either in the web browser by just clicking the "Show Report" button or to export the report into an XLS file by using the Export Excel button.

Various columns can be added to gain the desired details on Warehouse Inventory. The available columns are covered in the section below.

Report Columns

There are a number of default columns that can be added to the Warehouse Stock Report, plus any custom fields. The custom fields may include, for instance, Batch or Lot Numbers and other useful information. The table below lists the default columns that are always available in the report and what they mean. The several of the default columns are "locked" columns. This means that they cannot be removed from the report. They can only be sorted in your desired order.

Column Name

Locked

Description

Code

Yes

The code of the Product line

Product Name

Yes

The name of the Product line

Product Status

Yes

The status of the Product line

UOM

Yes

The Unit Of Measure of the Product line

Location

No

The Warehouse Location of the Product line

In Warehouse

Yes

The amount of stock in the Warehouse of the Product line. This amount is a sum of both Allocated and Free columns

Allocated

No

The amount of stock of the Product line that has been allocated to Sale Orders

Free

Yes

The amount of stock of the Product line that has not been allocated to Sale Orders

Incoming

No

If the Incoming column is part of the report, then the amounts of any stock on Purchase Orders with status of "Not Yet Received" or greater and which have stock that is not yet allocated to a Warehouse Location will appear in this column on the Report

ID

No

The ID of the Product line

Expiry

No

The set Expiry Date of the Product line

Pallet Id

No

If the Product line is stored in a bulk Warehouse Location, then it will show a Pallet Id representing what Pallet it resides on in that Warehouse Location

Product Group

No

The Product Group of the Product line if any

Product Type

No

The Type of the Product line

Purchase Order Reference

No

The reference of the Purchase Order that the Product line belongs to

Arrival Date

No

The arrival date of the Purchase Order that the Product line belongs to

# Pallets

No

The number of pallets at the given Warehouse Location

Tags

No

The Tags that have been added to the Product. 

 

Searching by Custom Field

In addition to the above fields, there are also custom fields that will appear. Both Purchase Order Product and Product custom fields will appear as options on the Report. If the custom field is a Purchase Order Product custom field it will have (POP) after the field name. Similarly, for Product custom fields there will be a (P) after the field name. This allows you to search for stock by custom field. 

For example, if you wish to search for a particular Serial Number you will need to:

  • Include the Serial Number POP Custom Field in the report column. 

  • Type the Serial Number into the Search Text field. 
  • Click Show Report.
  • All stock with that serial number will now show in the report.


Report Column Sorting 

The Warehouse Stock Report columns can be dragged and dropped in the order desired by simply clicking and dragging a tag to the desired position in the column order. Note that dragging fields to different places in the column order will result in slightly different results being displayed in the report as these options are also used to split the Product lines.

Report Options 

There are several options in the Report that alter the result that is displayed or exported. The below table lists the options and explains what change they have on the Report.

Option

Description

Show all stock

If this option is checked then you will both in stock and out of stock products appear in the report. NOTE: If you export the report to excel with this option set then you will get an excel file that has a sheet for In stock products and another sheet for Out of stock products

Automatically Scale Units

This option will make all stock counts showing in columns "In Warehouse", "Allocated", "Free", and "Incoming" in their highest possible unit of measure conversion (eg. If the Product line's highest unit of measure is a Pallet, then the counts shown in the report will be in Pallets with this option checked). See below for a way to scales to other UOM levels.

Show Stock as at a Historic Date

Checking this option will show a date field to choose which date you want to see stock for

Specify Date

This field appears if "Show Stock as at a Historic Date" is checked. You can enter the date you wish to see the historic data for in this field