Stock and purchasing feed the stock report
What moves
Items, stock movements and purchase orders not yet received are read for the Stock pack, Orders and fulfilment pack and the month-end page.
Before you start
- Insights and Inventory in your plan
Step by step
- Insights administratorInsights — Business Intelligence & Apps
Installs the Stock pack.
You see:A report shows what is on the shelf and what moved this month.
- Inventory managerInsights — Business Intelligence & Apps
Uses the Not yet received chip.
You see:Open purchase orders are listed by expected date.
- Inventory managerInventory, Purchasing & Warehousing
Opens an order in Inventory.
You see:The order opens in its own module.
Related
- Insights — Business Intelligence & Apps
- Inventory, Purchasing & Warehousing
- The Copilot can query and build in Insights
- Ticket data in your Insights dashboards
- Training certificates feed the compliance wall
- A weekly report goes out to people who may see different things
- A number crosses a line and the right person is told
- Connections between modules