Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 Back to Inventory Management Main Page 

Excerpt
hiddentrue

Find out how Learn to view the balance of the physical goods Balance of Physical Goods imported into your warehouses

What does this section cover?

Warehouses

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

Navigating to Managing Stock Balance

Info

FOUNDATION > INVENTORY MANAGEMENT > MANAGE STOCK BALANCE

What is Stock Balance?

Physical Goods, either traceable or non traceable, are imported into warehouses, Traceable and Non-Traceable Physical Goods are imported into Warehouses from where they can then be used to be sold or rented to customers. Products can resign to multiple warehouses.  

CRM.COM allows to have offers a clear view of the stock balance Stock Balance of each of the products by Product through a dedicated product balance summary Stock Balance Summary page. Through the page you From this page, the user can search for products, Products by using productsProducts, product types or product families and the Product Types or Product Families. The displayed results provide you the collective sum of the productProduct(s) from all warehouses Warehouses as well as detailed information of the stock balance Stock Balance in each warehouseWarehouse.

Note
In case the
product
Product also belongs to a
product bundle then you will be able to see
Product Bundle, the stock
balance
Balance of the
products
Products that belong to
a specific bundle.
the specific Bundle will also be visible.


MANAGE STOCK BALANCEImage Added

Explaining Stock Balance Fields

Number of Products
Name
Description
ProductDisplays the Product Code of the Product in stock.
Product TypeDisplays the Product Type of the productProduct in stock.
Product FamilyDisplays the Product Family of the productProduct in stock.
Balance

Displays the total stock

balance

Balance of the

product

Product in all

warehouses

Warehouses.

(

Note

Includes

products

Products that belong to

bundles)

Physical Good Bundles.

Included in bundlesBundlesDisplays the stock balance Balance for the specified product Product which is included in bundlesBundles.
Warehouses

Drill-down to all warehouses Warehouses in which the product is availableProduct can be found. For each warehouse The Warehouse the following information is displayed:

  • Name of the warehouseWarehouse
  • Type of the warehouseWarehouse
  • Alternative codeCode of the warehouseWarehouse
  • Owned by group By Group of the warehouseWarehouse
  • Description of the warehouseWarehouse
  • Privacy Level of the warehouseWarehouse
  • Balance: This is the stock balance Balance of the specific product Product in the selected warehouse Warehouse (Includes products includes Products that belong to bundlesin Bundles).
  • Number of Products Included in bundlesIn Bundles: This is the number of items included in bundled Bundles within the selected warehouse
Accessing Stock Balance
  1. Navigate to FOUNDATION > INVENTORY MANAGEMENT > MANAGE STOCK BALANCE
  2. Search for a specific product or proceed with a search for all products

MANAGE STOCK BALANCEImage Removed

 

  • Warehouse.
Panel
namegrey

Related Areas

Filter by label (Content by label)
excerpt
showLabelsfalse
spacesV4Manual
showSpacefalsetrue
labelsinventory-management-basics-r7,inventory-management-advanced-r7,inventory-management-admin-r7

heatmap

Helpful Links

Panel
namegrey

Popular Labels

Popular Labels
spaceKeyV4Manual
style
Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsglobal