From Fishbowl Inventory

User Manual | Materials Module Group | Inventory Module

Contents 1 General Inventory Module Information 1.1 Search for a part 1.2 General Information 1.3 Inventory 1.4 Tag Information 1.4.1 Tag Definitions

[edit] General Inventory Module Information

[edit]

Search for a part

The Inventory Module gives you a basic summary of all your inventory information. In the Search Pane of the Inventory Module, you can see all of your parts and their quantities on hand. You may search for a part number in a couple different ways:

1. You may search for a specific part by entering the number in the Part Number field of the search panel. You can also search by Location or Description of the part. All of the Search fields for the part use a containing search.

2. You can also search for the part by Tag number. Simply click on the 'Tag' tab located behind the search tab. If you search by part number in the tag tab, the results will show all of the tags assigned to that part number. Double-clicking a tag will give you the complete information for that part in the main screen area.

[edit] General Information

The main inventory screen holds the body of information for each part. The top section of the general tab shows your part description, part number, UOM, Total cost and Average cost.

Total Cost: The total cost is the dollar value you have in stock for that specific part. It is calculated by taking your average cost times your quantity of inventory on hand. Average Cost x Qty on Hand = Total Cost

Average Cost: Your average cost is set when you first enter in a cost for a part. This cost will fluctuate each time you purchase a part for a different cost. This is calculated by taking your total cost divided by the quantity on hand. Total Cost / Qty on Hand = Average Cost

• You also have the option to edit the Average or Total cost if necessary, or view Costing Details  for each part.

[edit] Inventory

The middle section of the general screen shows you the inventory on hand and the breakdown of that inventory. You may also view the breakdown of inventory per location group by clicking on the info button to view Quantity Details. You may also view the breakdown of inventory per location group by clicking on the info button to view Quantity Details.

You may view the breakdown of inventory per location group by clicking on the info button to view Quantity Details.

You may see where each inventory quantity is broken down by hovering your mouse over the term. An example is shown above of a breakdown of the allocated inventory. At a quick glance you can see the 3 bikes are allocated to a Sales Order. You may see where each inventory quantity is broken down by hovering your mouse over the term. An example is shown above of a breakdown of the allocated inventory. At a quick glance you can see the 3 bikes are allocated to a Sales Order.

Inventory Definitions

• On Hand: The total amount of your inventory in stock.
• Allocated: The amount of inventory allocated (or assigned) to other orders. For example, inventory on issued Sales Orders, Purchase Orders, and Transfer Orders. Allocated also takes into account inventory on Work Orders.
• Not Available:The quantity in locations that are marked 'Not Available'
• Drop Ship: The quantity being drop shipped directly to customers
• Available: The quantity available. This is calculated by Available = On Hand - Allocated - Not Available + Drop Ship
• On Order: The quantity on order for either a Purchase Order, Sales Order, Work Order, or Transfer Order
• Work in Process: Items committed to started Work Orders
• Committed: Items picked and ready to be shipped, or items started on a Work Order. *Note* Inventory that is committed will always be allocated. However, inventory that is allocated is not always committed.
• Back Ordered: The quantity needed to fulfill a demand
• Tag Count: The number of tags found in the inventory module for a specific part number.

[edit]

Tag Information

The lower section of the general screen shows you the inventory that is in each location and tag. This is also where you can view and edit tracking information for parts that are tracked.

In this section of the general screen you have the ability to:

• Edit tracking information
• Move Inventory
• Cycle Count Inventory
• Scrap Inventory
• View Serial numbers per tag

[edit]

Tag Definitions

Location: The location group and location of where your inventory is stored.

Tag: The tag number assigned to the specified location group and location.

Qty: The quantity stored in the specified tag and location.

Cmtd: The quantity committed by being either already picked or started on a WO.

Tracking: Tracking information for the quantity in the specified tag. Tracking can be either Lot number, serial number, revision level, or expiration date.

Created: The date the tag number was created.

WO ID: The work order id that is tied to the specific tag if applicable.

User Manual | Materials Module Group | Inventory Module
Materials Module Group Inventory Module The Inventory Module Move Inventory Adjust Tracking Information Adjust Inventory Quantity Scrap Inventory View Serial Numbers Per Tag Modify Average or Total Cost View Costing Details Quantity Details Inventory Module Options Index