Reviewing and Adjusting Quantities On Hand

Reviewing and Adjusting Quantities On Hand

QOH Viewer Screen of the Web App

Reviewing Quantities on Hand

Inventory levels can be reviewed across all sites in the Web app, as well as on mobile devices.

  In the Web App

Go to Inventory → QOH Viewer to see a list of your inventory parts with quantities on hand at each site, as well as total quantities.

Here you can also specify desired quantities and reorder points per each site by clicking Desired QOH and Reorder Points.

 You can manage what columns to view on this page by clicking Columns icon .

It is possible to sort information on the page by column by clicking on its header. You can also filter the information by selecting the field to search in (All Fields, Item Name, Description, SKU) and typing necessary data in the search field.

The Export button allows you to export an xls or a csv file containing the information about quantities across sites.

When you click on the item's name, you will be able to view the detailed information about quantity on hand, quantity on sales orders, available quantity, and quantity on purchase orders for each site, as well as total quantity information across all sites. Here you can also quickly adjust quantity for this item by clicking the respective button.  

 You can also access detailed information about the quantities of a specific item under Inventory → Item List by clicking  at the rightmost of the necessary item and clicking QOH details. 

  In the Mobile App

Go to Inventory → Item List to review inventory levels. The Item List shows item quantities (where applicable) at the site to which the device is assigned. To check the item's quantity at other sites, you can highlight it and tap View QOH on Android, or tap it and tap QOH Viewer on iOS. 

Adjusting Quantities

 In the Web App

If you need to quickly adjust the quantity of one item across one or more sites, you can do this in the web app. This functionality can be accessed on several pages:

  • Inventory → QOH Viewer: Click on the necessary item's name, then click Adjust Quantity in the pop-up window.
  • Inventory → Item List: Click  at the rightmost of the necessary item and select Adjust QOH.

In the pop-up window, you can enter the new quantities for this item on every inventory site in the New Qty column. Optionally, you can also specify a number and a memo for this adjustment. Click Save when done. This operation will create a new inventory adjustment transaction with just one item on it for each site that you entered a new quantity for. You can review the resulting adjustments under Inventory → Counting Sessions.

 The option Adjust Quantity on Hand is available for regular users if the setting Manager Approval under Inventory Adjustment Settings is disabled. See Inventory Settings for more details.
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 In the Mobile App

On the mobile device, quantities on hand can be adjusted through Inventory Counting. 
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