Inventory Movement History
All movement of inventory is logged in the Inventory Movement History, so you can view the movement status of a product and reconcile its physical and aggregate quantities. Inventory Movement is defined as any transaction that adds or subtracts from the inventory quantity such as shipped orders or received purchase orders. The following image shows a list of movement types:
Navigate Product > Toolbox > Inventory Movement. From the product detail page, click on the View Movement link located next to the physical and aggregate quantities.
Use the Search Filters to:
- search for movement in a selected warehouse
- search by movement type
- search movement within a date range.
- If the product is a shadow, select from the Product ID filter to view movement of either the shadow or the parent products.
The Grid details the movement of the inventory.
Information in the grid includes:
- the SKU
- the date of the action
- the vendor
- the sales channel and the company at which movement occurred
- the details of the change in quantity
- the price and cost of the product at the time of the movement
- an adjustment reason if the quantity was manually adjusted
- the warehouse at which the movement occurred.
Clicking on the Detail ID link will open the related movement log, such as the order or purchase order.
t's important to understand the difference between an "Order" and an "Order Reserve." An "Order" type refers to an order that was already shipped. The quantity change of the order type affects the physical quantity. The “Order Reserve” type refers to an unshipped order, and its change only affects the available quantity. (see below on calculating physical and available quantities)
As orders come into the system they are marked with a status of “Order Reserve” with the date of the order placement. As soon as they are marked as shipped, their movement type will change to “Order” and the physical inventory will be updated. The date will then change to the date of the shipping.
Understanding how movement is calculated.
There are two basic categories of changes in inventory:
- Changes to to the Physical quantity
- Changes to the Available quantity.
The inventory quantity is always calculated from the quantity that was set on the date of the last physical inventory count. The date of the last physical in each warehouse can be displayed by hovering over the last physical inventory quantity. (Reference Image Above)
- Total Inventory Change refers to the sum change of the physical inventory based on movement that has occurred since the last physical. If the only movement of physical quantity since the last physical was 2 orders, the total inventory change will be 2.
- Calculated Inventory is the sum of the last physical quantity after factoring in the inventory change. This gives you the current physical quantity.
- Reserved is the sum of all inventory that has been reserved to fill orders that have not yet been shipped
- Not Sellable refers to inventory that cannot be sold. For example, inventory that is stored in an unsellable warehouse.
- Calculated Available Inventory takes into account the combined reserved and unsellable quantities of the calculated physical inventory to give you the number of available units. Typically, the calculated available units are sellable and the available quantity will equal the aggregate available quantity.
When viewing a kit whose components are dependent on a main kit component, the movement history will be directed to the movement history of the main component. If the kit is dependent on all components, then the movement will be directed to the component with the lowest available inventory.
From the action menu you can export the movement history to an excel file. Clicking on View Reserved Orders will open a grid on the Manage Orders page with all reserved orders.
To view all movement
of the item from the time it was first entered into the system, click View All
Movement. In this view you'll also see the name of the user or customer who
executed or initiated the movement.