diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst index 06f48d29a..08ec15e88 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst @@ -2,22 +2,20 @@ Locations dashboard =================== -.. |down| replace:: :icon:`fa-caret-down` :guilabel:`(caret down)` - -The *Locations* dashboard in the *Inventory* application provides an overview of on-hand storage +The *Locations* dashboard in the **Inventory** application provides an overview of on-hand storage locations for company products. Use this report to see where stock is stored, identify :ref:`misplaced items `, or view past inventory to see product locations on specific dates. -.. note:: - The *Reporting* menu in *Inventory* is only accessible to users with :doc:`admin access - <../../../../general/users/access_rights>`. - To access the locations report, the *Storage Locations* feature must be enabled. To do that, go to :menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section, tick the checkbox for :guilabel:`Storage Locations`, and click :guilabel:`Save`. Then, access the locations dashboard by navigating to :menuselection:`Inventory app --> Reporting --> Locations`. +.. note:: + The *Reporting* menu in **Inventory** is only accessible to users with :doc:`admin access + <../../../../general/users/access_rights>`. + .. _inventory/warehouses_storage/locations-report: Navigate the locations dashboard @@ -31,7 +29,7 @@ By default, the :guilabel:`Locations` dashboard lists all on-hand products in st - :guilabel:`Package`: the package that the product is stored in, if any. - :guilabel:`Lot/Serial Number`: if the product has a lot or serial number, it is specified here. - :guilabel:`On Hand Quantity`: current quantity of products. Click the :icon:`fa-pencil` - :guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity + :guilabel:`(edit)` icon to :doc:`modify the on-hand quantity <../inventory_management/count_products>`. - :guilabel:`Reserved Quantity`: on-hand quantity reserved for operations, such as pickings, delivery orders, or manufacturings. @@ -47,25 +45,35 @@ Click the buttons to the right of each row item to access additional information View what the product is reserved for, by clicking the :icon:`fa-history` :guilabel:`History` button on the far-right of the product line. - On the :guilabel:`Moves History` page, remove the :icon:`fa-filter` :guilabel:`Done` filter. - Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal filter - options, and select the :guilabel:`To Do` filter. + On the :guilabel:`Moves History` page, remove the :icon:`fa-filter` :guilabel:`Done` filter + from the search bar to reveal filter options, and select the :guilabel:`To Do` filter. .. image:: locations/reserved-products.png - :align: center :alt: Display *Moves History* page of to-do deliveries that reserved the product. - :icon:`fa-refresh` :guilabel:`Replenishment`: access the :doc:`reordering rules <../replenishment/reordering_rules>` page to replenish products at the specific location. -In the upper-left corner of the page, click the the :guilabel:`New` button to make an -:doc:`inventory adjustment <../inventory_management/count_products>` to record quantities of a -certain product at a specific :guilabel:`Location`. +In the upper-left corner of the page, click the :guilabel:`New` button to make an :doc:`inventory +adjustment <../inventory_management/count_products>` to record quantities of a certain product at a +specific :guilabel:`Location`. To view products, quantities, and their locations for a specified date, click the :guilabel:`Inventory At Date` button (also located in the upper-left corner of the page). Select a date and time in the :guilabel:`Inventory at Date` field, then click :guilabel:`Confirm`. +View empty locations +-------------------- + +To view which locations are currently empty, navigate to :menuselection:`Inventory --> Configuration +--> Locations`. + +Empty locations are designated by the checkbox in the :guilabel:`Is Empty` column. To show only +empty locations, click into the search bar and select the :guilabel:`Empty Locations` filter. + +.. image:: locations/empty-locations.png + :alt: A list of the empty locations in the Inventory app. + Generate reports ================ @@ -82,8 +90,8 @@ Dead stock report To get list of expired items, also referred to as *dead stock*, follow these steps: #. Go to :menuselection:`Inventory app --> Reporting --> Locations`. -#. Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal a drop-down - list of :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorite` options. +#. Then, click into the search bar to reveal a drop-down list of :guilabel:`Filters`, + :guilabel:`Group By`, and :guilabel:`Favorite` options. #. Enable the :guilabel:`Internal Locations` and :guilabel:`Expiration Alerts` option under the :guilabel:`Filters` section. @@ -95,7 +103,6 @@ The report now displays a list of expired products. :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. .. image:: locations/dead-stock.png - :align: center :alt: Show a list of products whose expiration dates have exceeded today. .. _inventory/warehouse_storage/stranded: @@ -103,21 +110,20 @@ The report now displays a list of expired products. Stranded inventory report ------------------------- -Businesses using multi-step flows in the *Inventory* or *Manufacturing* apps, may have *stranded* -items, which are products not in their proper storage locations, due to human error. Use this report -to periodically check transfer locations (e.g. *WH/Input*, *WH/Pre-Processing*) to ensure items are -moved to their intended storage locations, and accurately recorded in the database. +Businesses using multi-step flows in the **Inventory** or **Manufacturing** apps, may have +*stranded* items, which are products not in their proper storage locations, due to human error. Use +this report to periodically check transfer locations (e.g. *WH/Input*, *WH/Pre-Processing*) to +ensure items are moved to their intended storage locations, and accurately recorded in the database. To get a list of items that might be sitting idly in storage, follow these steps: #. Go to :menuselection:`Inventory app --> Reporting --> Locations`. -#. In the :guilabel:`Search...` bar, begin typing the name of the location where products are - intended to be moved to, such as `WH/Input`, or `WH/Packing`. +#. In the search bar, begin typing the name of the location where products are intended to be moved + to, such as `WH/Input`, or `WH/Packing`. #. Select the :guilabel:`Search Location for:` [location name] option from the resulting drop-down - menu that appears beneath the :guilabel:`Search...` bar. + menu that appears beneath the search bar. .. image:: locations/search-input-location.png - :align: center :alt: Show search result for the location. The report now displays a list of products at the transit location. @@ -130,7 +136,6 @@ The report now displays a list of products at the transit location. non-storage locations. .. image:: locations/stranded-inventory.png - :align: center :alt: Show items stored at a specific location. Inventory discrepancy report @@ -140,20 +145,17 @@ To generate a report of items that have been moved since the last :doc:`inventor <../inventory_management/cycle_counts>`, follow these steps: #. Go to :menuselection:`Inventory app --> Reporting --> Locations`. -#. Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal a drop-down - list of :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorite` options. +#. Then, click into the search bar to reveal a drop-down list of :guilabel:`Filters`, + :guilabel:`Group By`, and :guilabel:`Favorite` options. #. Enable the :guilabel:`Internal Locations` and :guilabel:`Conflicts` option from the :guilabel:`Filters` section. #. The report now displays items whose quantities have changed since the last cycle count. .. image:: locations/discrepancy.png - :align: center :alt: Show items from the *Conflicts* filter in the report. #. Click the :icon:`fa-history` :guilabel:`History` button to view inventory transfers, including receipts and deliveries, that have occurred since the inventory adjustment. .. image:: locations/history.png - :align: center :alt: Show *Moves History*, showing a delivery that occurred after an inventory adjustment. - diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/empty-locations.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/empty-locations.png new file mode 100644 index 000000000..514daed0a Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/empty-locations.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/reserved-products.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/reserved-products.png index 75c9d65db..b8ba3004c 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/reserved-products.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/reserved-products.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/search-input-location.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/search-input-location.png index 68fde231d..81add763e 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/search-input-location.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/search-input-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/stranded-inventory.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/stranded-inventory.png index ba63d50eb..3454925fc 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/stranded-inventory.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/stranded-inventory.png differ