Component Inventory
The Inventory tab allows you to efficiently track and manage your component stock levels. To simplify organisation, inventory items are grouped by colour, making them easy to identify and manage.
You can maintain your component inventory from two locations within the system: the Component Application and the Shipping Application. Each inventory record captures essential information, including colour, warehouse location, and available quantity. These records are fully editable and support bulk actions for streamlined stock management. The list of available colours is configured centrally in Site Settings > Style > Colour, ensuring consistency across all components.
Available Columns
| Column | Description |
|---|---|
| Colour | Indicates the colour group of the component for easy identification. |
| Warehouse | Specifies the storage location where the component is kept. |
| Date | The date associated with the inventory record. |
| Order | Displays the related order number for tracking. |
| Shipped Qty | Quantity of items that have been shipped from the warehouse. |
| Assigned | Quantity of items allocated or reserved for specific orders. |
| Freight Status | Current shipping or transportation status of the inventory items. |
| Status | Overall condition or availability of the inventory item (e.g., In Stock). |
| Actions | Provides options for managing the item (e.g., lock, edit, and delete). |
Inventory Management
These actions allow you to add, edit, and manage inventory records for a component.
| Feature | Description |
|---|---|
| Add Inventory (Component Application) | Navigate to the Component application and select the Inventory tab. Click the plus (+) icon to add a new record. In the pop-up window, enter Colour, Warehouse, and Available Quantity. Click Add to save. (Available to all users with component edit access) |
| Add Inventory (Shipping Application) | When components are part of a shipping order, open the relevant shipping item and locate the component. Click the checkbox next to the item, and the "Add to Inventory" option will appear in the action bar. Confirm the pop-up to add the item to your inventory. To review outstanding quantities, return to the Inventory tab in the Component application. (Available to all users with component edit access)  |
| Edit Inventory | In the Actions column, click the edit icon. Input the quantity in the "Available" field. Editable fields are highlighted with a blue outline when you hover over them. (Available to all users with component edit access)  |
Inventory Actions
These actions allow you to manage inventory records (lock, view details, and delete).
| Feature | Description |
|---|---|
| Lock | Prevents the inventory from being included in reports and active order calculations. |
| Inventory Details | Opens a detailed view of the inventory item for further inspection. |
| Delete | Removes an inventory record. You can select multiple records to perform a bulk delete. |
Helpful Tips
- Set Reorder Points: Establish minimum stock levels for each component to trigger reorder alerts. This proactive approach helps prevent stockouts and ensures a continuous supply for production.
- Use Barcode Scanning: Implement barcode scanning for receiving and dispatching components. This reduces manual data entry errors and significantly speeds up inventory management processes.
- Analyse Inventory Turnover: Regularly analyse inventory turnover rates to identify slow-moving or obsolete stock. This data can inform purchasing decisions and help optimise warehouse space.
Editable Fields
Editable fields are highlighted with a blue outline when you hover over them.