Product Inventory Warning

Lists the products whose stock in a location is below their minimum (or above their maximum), with what is already ordered or promised, and lets you create a purchase order or stock request for them straight from the list.

Menu: Reports › Warning Reports › Product Inventory Warning

Required permission

Reports › Product Inventory Warning › View

What it's for

Use it every day or week to reorder. The minimum and maximum come from the product's Location tab. Choose the Warning Type (Min or Max) in the filters. Tick products, set the quantity in Qty / UOM and click Create Purchase Order (choose the supplier's Deliver To) or Create Stock Request (choose Request To). The suggested quantity follows your settings (maximum minus projected or actual inventory, optionally rounded).

Example

Cooking Oil 1 L in the store has Min 24, Max 120 and Inventory 18, with Pending Inbound 0. The report suggests 102. The buyer ticks it with 40 other low products and clicks Create Purchase Order: a draft purchase order opens with all of them.

Options on the screen

• Create Purchase Order: creates a purchase order for the ticked products (choose Deliver To).
• Create Stock Request: creates a stock request for them (choose Request To).

Filters

Click Filters to narrow the report. You can filter by:

Branch, Stock No., Unit Barcode, Product Name, Warning Type, Default Supplier, Supplier, Status, Senior, Category Tag, Category, Brand, Date Created, Last Modified, Inventory Status, Group Type, Sold From and To, Pending Purchase Status, Inventory Warning Status, Ignore Zero Min..

Columns

Column	What it shows
Location	The branch location whose stock is checked.
Product Name	The product name.
Memo	The product memo.
Parent Category	The category one level above the product's category.
Default UOM	The product's default unit.
Cost	The product's purchase price (cost) in the branch.
Sold	Quantity sold in the Sold From and To period chosen in the filters.
Status	The product's status: Active, Inactive or Discontinued.
Supplier	The product's default supplier.
Inv.	Stock in the location.
Inventory	Current stock, in the product's default unit.
Pending Outbound	Quantity reserved on approved outgoing orders.
Pending Inbound	Quantity expected on approved incoming orders.
Pending Purchase	Of which on purchase orders.
Pending Sales Return	Of which on sales returns.
Pending Stock Request	Of which on stock requests.
Pending Sales	Reserved on sales.
Pending Purchase Return	Reserved on purchase returns.
Pending Damage	Reserved on damages.
Pending Stock Delivery	Reserved on stock deliveries.
Pending Stock Return	Reserved on stock returns.
Projected Inventory	Available inventory plus Requested Qty: stock once everything pending is done.
Min	The minimum stock for the location.
Max	The maximum stock for the location.
Qty	The quantity to order or request (you can change it).
UOM	The unit to order in.
Unit Specs	The unit used on the line and how many default units it holds.
Total Qty	Total quantity, in default units.

Also shows: Branch, Chinese Name, Description, Brand, Stock No., Barcode, Category, Senior, Supplier SKU.

For searching, express filters, sorting, column settings, exporting and printing, see About reports.

Settings that affect this module

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Product Inventory Warning

• During creation of Purchase Order and Stock Request, Suggested Qty value will base on the following formula
• During creation of Purchase Order and Stock Request, apply Rounding Off to the nearest ones in Suggested Qty value (If value has decimal)