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Inventory Module – Berlin

To view your full inventory, click on the “INVENTORY” module, then select “Inventory” in the drop-down menu.

Inventory

This page shows information about your inventory. The default page view is 20 items per page, but you can change this if you wish by editing the “Results per Page” number on the bottom left of your list.

Invenmain

There are a few ways you can organize your inventory. By clicking “Code,” “EAN Code,” or “Name,” will sort your products accordingly.

You can also sort through your inventory by using filters. Filters narrow down the listed items to only the ones you’re looking for. This allows you to use this module to investigate and edit your inventory and stock. To access the full list of filters, go to the “Inventory” page and click the blue arrow underneath “Product Code” and “Name.” [arrow]

Filters Inven

 

Product code: Search for a specific product, or groups of products with similar codes.

Name: Search for product(s) by name.

Product Group: Show products from specified product group.

Supplier: See only items from specified supplier.

Brand: Narrow results by brand.

Priority Group: Show products depending on if they’re a Stock item, an item to be ordered, or an item which is no longer made.

Category: See items in a particular Category.

All Products: See every product, only those available in the webshop, or those not available in the webshop.

Type: Show only products, bundles, matrix products, or assembly products.

Location: Sort products by location sold. Leaving this field blank shows every location. To view multiple locations, click “Select other locations to be displayed…” below.

Status: Shows items based on their status: active/archived or otherwise.

Show Only Items in Stock: Check box to view only in-stock items, leave unchecked to show all.

Matrix variations hidden: Expand Matrix items to view all variations. (Example Below)

Matrixtree

Each inventory item has information organized into columns. Below are the column headers and an explanation as to what each column represents.

Column Header Inven

MatrixParent

 

Item Type Indicator: The first, untitled column to the left of “Code.” If an item is a Matrix product there will be an “M+” in this column; bundle products are indicated with a “B.”

Code: User entered product code. Can be generated automatically, To set this, see Settings → Configuration. “Child” Matrix products are assigned codes based on the “parent” product and the settings chosen during Matrix product generation. This should be unique to the item assigned.

EAN code: Barcode associated with a product. This can be user generated and should also be unique to the item it is assigned to.

Name: Name of the product. This is what shows on receipts, and is searchable at POS

Location in Warehouse: This is a premium feature and must be requested to be enabled by ERPLY staff. This is to indicate bins in the warehouse and assist with order picking and product locating.

Total stock: # In Stock (# in Layaway) across all locations.

Stock in Location: How many of these items are at this location.

Archive: Items that have been archived no longer show up under your inventory and cannot be used in any transaction. You can view and unarchive products under the “Status” option in the filters menu.

Open Product Card: To open the Product Card to edit information, click on the product in the list.

Below, there is a tab labeled “Stock.” This tab shows what’s in stock, available, on layaway, on order, and the amount sold in the past 30 days.

Restock:Reorder

There are also two columns labeled “Reorder point” & “Restock level.”

Reorder level: The lowest point you would like inventory of this item to reach before ordering more.

Restock level: Once an item’s inventory hits the “reorder level,” set a restock level which you would like to order back up to

This can have two uses in ERPLY:

  1. Passive – When creating a PO, you can open an item card and use this info to forecast how much of the item to order. Restock levels are shown on product card.
  2. Auto-generate (recommended) – Use the “stock replenishment report” in ERPLY, which will display these predefined restock and reorder points and can be used to auto generate POs.