Inventory

The Inventory page lists the stock your warehouse holds for you, one row for each product in each bin or on each LPN. Use it to answer "what do I have, and where?" It is for any user whose warehouse has turned on View inventory.

Who can use this

You need the View inventory switch. Without it the page shows "You don't have access to this section." and the Inventory entry does not appear in the menu. See Inventory and reports.

How to get there

Reports > Inventory

The subtitle under the page title reads "Your on-hand stock across our warehouses. Click a SKU, LPN or bin to drill in."

The Inventory list.

What the list shows

• Only stock with a quantity above 0. A product with nothing left in a bin or on an LPN is not listed.
• Only your own goods. You never see another company's stock.
• One row for each stock line, that is, for each product in each bin or on each LPN. The same SKU can appear on several rows, one for each place it is stored.
• On-hand quantity only. The page does not show allocated or available quantities, and it does not show lot, serial number or expiry date. Those details are in the Inventory detail report.

Columns

All six columns can be sorted, and all of them can be filtered. None of them is hidden at first. You can hide, show, move and resize columns with Columns; the portal remembers your choice the next time you open the page.

Open the details of a product, a bin or an LPN

1. Find the row you want.
2. Click the SKU, the bin code or the LPN code. These three cells are links. Clicking elsewhere on the row does nothing.
3. The product, bin or LPN page opens. Use Back to inventory at the top of that page to return here.

The three detail pages are described in Product, LPN and bin details.

Search, filter, sort and export

The toolbar above the list has the search box (Search...), Filters, Columns and Export. Once you filter or search, Clear filters also appears, with the number of active filters in brackets; one click clears every filter and the search. Each column header can also open a list of the values in that column (Filter values) so you can tick the ones you want; it includes (Blanks) for empty cells. Click a column header to sort; you can sort by more than one column. The full how-to is in Searching, filtering and exporting lists.

• The list shows 20 rows per page. At the bottom you can choose 10, 20, 50 or 200.
• Export creates an Excel file named PortalInventory.xlsx. It holds every row that matches your current filter and sort, not just the page you are looking at, and only the columns you are showing.
• Your columns, their order and width, and the sort are remembered for you. Filters and search text are not.

The Excel file is built from the values behind the columns, not from the clickable cells. For that reason the Warehouse column in the file may show only the warehouse code, and Warehouse and Bin may be empty for stock on an LPN. Check the file before you rely on it. For stock on LPNs with its bin, the Bulk inventory report is the better source.

Messages you may see

If your session ends while you work, the portal takes you back to the sign-in page. Sign in again and open Inventory.

Good to know

• The page shows quantities on hand only. If you need to know what is already promised to orders, ask your warehouse.
• Product, bin and LPN pages are linked in both directions, so you can move from a product to its bins, from a bin to its LPNs, and so on, without coming back here.
• The warehouse name can take a moment to appear. Until it loads you see only the code.

Related pages

• Inventory and reports
• Product, LPN and bin details
• Inventory detail report
• Bulk inventory report
• Searching, filtering and exporting lists