Manage Product inventory

General information

After the products have been created, the depot administrators can start tracking the transaction status of the products in Products > Inventory tab

Apart from the general information fields of the products (which have been inputted during the creation process), in Products > Inventory tab, there are some other other information fields which deal directly with the changes in quantity of the products:

Information field	Description
On-hand	The quantity of a specific product physically available on your organization warehouse shelves

Picked	The aggregate quantity of a specific finished product which has been picked out of your organization's warehouse shelves and put on to the delivery vehicles, about to be delivered to other locations (Partner or Customer warehouses)

On-SOrder	Short for: On Sales Order The aggregate quantity of a specific product on all on-going sales orders

Returning	The aggregate quantity of products (Product packaging, Returned finished products) which has been picked out of your partners's warehouse shelves and put on to the delivery vehicles, about to be delivered to your organization warehouse

On-ROrder	Short for: On Return Order The aggregate quantity of a specific product on all on-going return orders

On-POrder	Short for: On Purchase Order The aggregate quantity of a specific product on all on-going purchase orders

For a product, the number displayed in each of the above fields will change accordingly to the operation status of all orders which have that specific product

If you are the top administrator, you can view inventory of every warehouses (Depot/Sun/Xdock) under your management
Click on the Organization field next to the Search field, type the name of the warehouse into this field and choose from the drop down menu
Next, click on the Date field next to the Organization field. Choose a date from the calendar
After doing the above two steps, a list of products will show up, following two criteria:
They are under the chosen warehouse's management
They have the Due Date (End Date) attribute set before the chosen date above

To view the transaction history of a specific product, click on that product row. The row will immediately expand and show two tabs:
Product Details: This tab shows the general information of the product

History: This tab shows the transaction history of the product. Each change in the quantity of the product will be recorded and shown here

On Product Details sub tab of a specific products, you can change some attributes of that product, including: Start Date, Due Date, and more importantly Quantity
Start Date, Due Date: Change by clicking on those fields and choose from the drop down calendar; or type directly onto the fields
Quantity: Input the desired quantity into the field, write a short description for the change at the Note field
After inputting all the necessary changes, click Update to confirm the change

A Warehouse card will be generated automatically with the prefix TK, reflecting the change in the product quantity. This feature will come in handy for organizations who want to change product quantity without having to create Sales/Purchase orders (Which in turn will generate business invoices according to accounting practices)

You can bulk update multiple products by uploading the Excel file, similar to creating products
Warehouse cards will also be created when using this option
You have to make sure the Product Codes of the existing products are not changed. To ensure, copy the Product Code of the existing products on Web app (Under Product Code column in Products > Inventory tab), then paste into Product Code cell in the Excel template

To export the product inventory information to an offline record, follow the below steps:
Click on the Organizations field, type the Organization Name of the warehouse you want to export inventory information, then choose from the drop down menu
Hover over the icon, then click on Export icon
Inventory data of the chosen warehouse will be generated and can be downloaded shortly as an Excel file

Product variant is an easy way for you to create an entire new product based on a current product, which will retain certain information fields of that current product, without having to create from scratch
To create a product variant, follow the steps below
Click on the Product code of the products you want to create variants
On the Product Details sub tab, click on Create Product Variant button

On Create Product Variant form, almost all basic information fields of the selected current product will be retained
The product code of the product variant being created will be automatically filled in the following format
PV-yymmdd-xxxx
PV stands for Product Variant
yy is the last two digits of the current year
mm is the current month
dd is the current date
xxxx is the numerical order of the product variant being created
You could make changes to all of the pre-filled fields
Next, do not forget to specify the quantity of the new product variant in the Quantity field
After you have filled every information fields, click on Create to finish creating the product variant