Managing Inventory within a Warehouse

Managing Inventory within a Warehouse is an optional module in EBMS, which records inventory counts and history for every item within each warehouse. The count detail can be viewed from the Count tab and the history within the year tabs.

Select Inventory > Product Catalog from the main menu and double-click an inventory item to open the product record. Click on the General tab as shown below:

The Location table contains a warehouse setting as shown above. Review the Stock Locations section for more details on the stock location table.  

Click on the product record Count tab as shown below:

The Warehouse setting on the top of the dialog window affects the Advanced tab and Count tab, as well as the yearly history tabs. It does not change other tabs (General, Purchasing, Pricing, etc.), because those tabs are mainly concerned with the product itself. But stock levels and G/L accounts, which are stored in the Count and Advanced tabs, vary greatly for different locations. Set the Warehouse option to All to view the total inventory count values for all the warehouses combined or select a specific Warehouse to view the counts within the selected Warehouse.

Click on the General tab to view the stock location table. Review the Stock Locations section for more details.

Click on any history year tab and note that the purchase and sales history is maintained for each warehouse.

The drill-down feature is available for the count and history tabs when the Warehouse is set to All or when a specific warehouse is selected.

The multiple locations must operate within the same company in order to use the Multiple Location module of EBMS. An alternative Product Catalog Sync tool is recommended to manage inventory catalogs within multiple data sets. Review Viewing Inventory Stock Levels within Multiple Companies to view stock levels within other companies.  

Review Inventory Sync Overview for details on multiple location inventory with separate company data sets.