Locations dashboard¶

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 misplaced items, or view past inventory to see product locations on specific dates.

To access the locations report, the Storage Locations feature must be enabled. To do that, go to Inventory app ‣ Configuration ‣ Settings. In the Warehouse section, tick the checkbox for Storage Locations, and click Save. Then, access the locations dashboard by navigating to Inventory app ‣ Reporting ‣ Locations.

Note

The Reporting menu in Inventory is only accessible to users with admin access.

Navigate the locations dashboard¶

By default, the Locations dashboard lists all on-hand products in stock (in the Product column), along with the following information:

Location: current storage location. If a product is stored at Shelf 1 and Shelf 2, the product is listed twice, showing quantities at each location.
Package: the package that the product is stored in, if any.
Lot/Serial Number: if the product has a lot or serial number, it is specified here.
On Hand Quantity: current quantity of products. Click the (edit) icon to modify the on-hand quantity.
Reserved Quantity: on-hand quantity reserved for operations, such as pickings, delivery orders, or manufacturings.
Unit: the unit of measure of the product.

Click the buttons to the right of each row item to access additional information:

History: access the stock move history of the product, displaying information about the quantity and description of why the product was moved from one location to another.

Tip
View what the product is reserved for, by clicking the History button on the far-right of the product line.

On the Moves History page, remove the Done filter from the search bar to reveal filter options, and select the To Do filter.

screenshot: inventory-locations-reserved-for
menu
Inventory ‣ Reporting ‣ Locations ‣ (History on a line)
shows
The Moves History page opened from a locations line, with the "Done" filter removed and the "To Do" filter applied, so the pending deliveries that reserved the product are listed.
highlight
The "To Do" filter facet in the search bar (red frame).
data
One product reserved by two pending delivery orders.
module
stock
notes
English UI, light theme, 1440px width, show the search bar and the list.
Replenishment: access the reordering rules page to replenish products at the specific location.

In the upper-left corner of the page, click the New button to make an inventory adjustment to record quantities of a certain product at a specific Location.

To view products, quantities, and their locations for a specified date, click the Inventory At Date button (also located in the upper-left corner of the page). Select a date and time in the Inventory at Date field, then click Confirm.

View empty locations¶

To view which locations are currently empty, navigate to Inventory ‣ Configuration ‣ Locations.

Empty locations are designated by the checkbox in the Is Empty column. To show only empty locations, click into the search bar and select the Empty Locations filter.

screenshot: inventory-locations-empty

menu: Inventory ‣ Configuration ‣ Locations
shows: The Locations list with the "Empty Locations" filter applied and the "Is Empty" column ticked on the listed locations.
highlight: The "Is Empty" column and the filter facet (red frames).
data: Three or four empty internal locations.
module: stock
notes: English UI, light theme, 1440px width, show the search bar and the list.

Generate reports¶

After learning how to navigate the locations dashboard, it can be used to create and share different reports.

A few common reports that can be created using the Locations dashboard are detailed below.

Dead stock report¶

To get list of expired items, also referred to as dead stock, follow these steps:

Go to Inventory app ‣ Reporting ‣ Locations.
Then, click into the search bar to reveal a drop-down list of Filters, Group By, and Favorite options.
Enable the Internal Locations and Expiration Alerts option under the Filters section.

The report now displays a list of expired products.

Note

This report can also be generated from the Lot and Serials Numbers page, accessed by going to Inventory app ‣ Products ‣ Lots/Serial Numbers.

screenshot: inventory-locations-dead-stock

menu: Inventory ‣ Reporting ‣ Locations
shows: The Locations report with the "Internal Locations" and "Expiration Alerts" filters applied, listing the lots whose expiration date has passed.
highlight: The two filter facets in the search bar (red frame).
data: Two or three expired lots of perishable products.
module: stock, product_expiry
notes: English UI, light theme, 1440px width, show the search bar and the list.

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.

To get a list of items that might be sitting idly in storage, follow these steps:

Go to Inventory app ‣ Reporting ‣ Locations.
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 Search Location for: [location name] option from the resulting drop-down menu that appears beneath the search bar.

screenshot: inventory-locations-search-location
menu
Inventory ‣ Reporting ‣ Locations
shows
The search bar of the Locations report with a location name typed in and the "Search Location for:" entry highlighted in the drop-down beneath it.
highlight
The "Search Location for:" entry (red frame).
data
Typing "Input" to search for the WH/Input location.
module
stock
notes
English UI, light theme, 1440px width, crop to the search bar and the drop-down.

The report now displays a list of products at the transit location.

Example

Searching Input in Location shows a list of products at a WH/Input location.

The list shows 500 quantities of Chicken, which is alarming if not refrigerated soon after reception. The stranded inventory report helps identify items that have been idling in non-storage locations.

screenshot: inventory-locations-stranded

menu: Inventory ‣ Reporting ‣ Locations
shows: The Locations report filtered on a transit location, listing the products left sitting there instead of in their storage location.
highlight: The large quantity left at the transit location (red frame).
data: 500 units of a perishable product at WH/Input.
module: stock
notes: English UI, light theme, 1440px width, crop to the lines.

Inventory discrepancy report¶

To generate a report of items that have been moved since the last inventory audit, follow these steps:

Go to Inventory app ‣ Reporting ‣ Locations.
Then, click into the search bar to reveal a drop-down list of Filters, Group By, and Favorite options.
Enable the Internal Locations and Conflicts option from the Filters section.
The report now displays items whose quantities have changed since the last cycle count.

screenshot: inventory-locations-conflicts
menu
Inventory ‣ Reporting ‣ Locations
shows
The Locations report with the "Internal Locations" and "Conflicts" filters applied, listing the products whose quantity changed since the last cycle count.
highlight
The "Conflicts" filter facet (red frame).
data
Two products moved after their last inventory adjustment.
module
stock
notes
English UI, light theme, 1440px width, show the search bar and the list.
Click the History button to view inventory transfers, including receipts and deliveries, that have occurred since the inventory adjustment.

screenshot: inventory-locations-conflict-history
menu
Inventory ‣ Reporting ‣ Locations ‣ (History on a conflicting line)
shows
The Moves History of a conflicting product, showing the delivery that took place after the last inventory adjustment.
highlight
The delivery move that follows the adjustment (red frame).
data
An inventory adjustment followed by a validated delivery of the same product.
module
stock
notes
English UI, light theme, 1440px width, crop to the two move lines.