Viewing inventory items

An inventory item is a particular, physical quantity of an item master. The goods in a single inventory item share all of their specific details, such as location and owner, but may have different license numbers. The goods may be soft allocated to different warehouse operations, however, the quantity allocated cannot be more than the total quantity of the inventory item (that is, multiple allocations against a single inventory item do not overlap).

In SmartTurn, you can view inventory items through reports, as well as through inventory managers, which are like custom reports.

To view an inventory item:

1. Bring up the View Item screen for an inventory item from any of the following reports:
   • Reports>Inventory by Item A list of inventory items appears, broken out by any differences such as Location, Expire date, Serial #, Lot #, etc.
   • Reports>Inventory by Lic # A list of licensed inventory items appears, broken out by any differences such as Location, Expire date, Serial #, Lot #, etc.
   • Reports>Inventory by Serial # A list of serial-controlled inventory items appears, broken out by any differences such as Location, Expire date, Serial #, Lot #, etc.
   • Reports>Inventory w/o Lic # A list of unlicensed inventory items appears, broken out by any differences such as Location, Expire date, Serial #, Lot #, etc.
   • Reports>Quantity by Item A list of items combined by Item # appears. Highlight an item number, and selectView. More info...

     The Quantity by Item report (at Reports>Quantity by Item) displays a list of all inventory items with the same item master, within a warehouse or across all warehouses.

     To view a quantity of inventory:

     1. From the Quantity by Item report, highlight an Item # and then select View, up above.
     2. The Item Master Inventory screen appears.
        • The top part of the screen lists general and aggregate information for this Item #, such as Item Type and Total Qty on Hand.
        • Down below, the Inventory Items table splits out all of the inventory items with this Item #. This means that if there are quantities of the same Item #, but they differ in other ways, such as having different serial numbers, or item receipt dates, this screen will display those quantities on different lines.
     3. From here, you can:
        • View an inventory item (Select an item, then select View, in the Inventory Items table header.)
        • Edit an inventory item (Select an item, then select Edit, in the Inventory Items table header.)
        • Adjust an inventory item (Select an item, then select Adjust, in the Inventory Items table header.)
        • Bin Transfer an inventory item (Select an item, then select Bin Transfer, in the Inventory Items table header.)
        • Export the list (Select Export, in the Inventory Items table header.)

     If you have a multi-warehouse operation and have All warehouses selected at the top of the screen, this screen will show all items with the same item master across all of your warehouses. Also in the All Warehouses context, you can only view or export from the Inventory Items table; you cannot make changes to specific inventory items.

   • Reports>Quantity by Location A list of locations appears. Highlight a location, and selectView. A list of items in that location appears. More info...
   • Reports>Quantity by Owner A list of Owners appears. Highlight an Owner, and selectView. A list of items with that Owner appears. More info...
   • Reports>Quantity by Vendor A list of Vendors appears. Highlight a Vendor, and selectView. A list of items with that Vendor appears. More info...
   • Reports>Quantity by Group A list of Groups appears. Highlight a Group, and select View. A list of items in that Group appears. More info...
   • Reports>Quantity by Lic # A list of license numbers appears. Highlight a license number, and selectView. A list of items assigned to that license number appears. More info...
   • Reports>Inventory Stockout A list of items in stockout status appears. Highlight an Item #, and selectView. A list of the the inventory for this Item # appears.
   • Reports>Available to Promise A list of items combined by Item # appears. Highlight an item number, and select View.
   • Inventory>Inventory Managers A list of inventory managers appears. Highlight an inventory manager and select View. A list of items returned by your inventory manager (that is, by your custom filtering and sorting) appears. More info...
2. Highlight the inventory item you want to view, then select View.
   • If there are quantities of the item that have license number assignments, a License Numbers table displays below. The table shows all licensed and unlicensed quantities, as well as if there are any holds that affect the assigned licenses.
   • If there are quantities of the item that are soft allocated, a Soft Allocations table displays below. The table shows all quantities soft allocated, and to which document they are soft allocated.
   • For descriptions of any of these fields, see Inventory Item field descriptions.
     Field	Description
     Item #	A unique number for the item master on file for your operation.
     Description	The description of the item from the item master.
     Group	The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)
     Details	Optional details about the inventory item. (Not from the item master.)
     Serial #	The inventory item serial number.
     Location	The bin where the item is stored.
     Qty on hand	The quantity of the item in the selected location.
     Expire date	The date of expiration you can assign to this inventory item. See Working with the item-level expire date.
     Item receipt date	The date the item was received into inventory. The item inherits the date from the receipt, and it is editable while the item is in inventory.
     Classification	The inventory item classification. The item inherits the classification from the item master.
     Item Type	A type of item master, either Purchase, Cost, Build, Service. Purchase: A purchase is an item that can be bought. Cost: A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses. Build: A build is an item that you manufacture or assemble from cost items. Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.
     General Ledger Code	The general ledger code for the item.
     Sales Price per Shipping Unit	Price of the item based on the shipping unit of measure, from the item master. This is the default value used in sales orders for this item.
     Hazardous	Whether the item is hazardous. Values are No, Yes.
     Method Acquired	Whether the inventory item was Purchased (brought into inventory through a purchase order or receipt) or Produced (manufactured and brought into inventory through a kit order).
     Product id	The Item number that the Vendor for this product uses.
     Owner reference	The reference number the owner of this item uses for tracking it.
     Owner	The owner of the inventory item. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
     Broker	The party conducting transactions on behalf of the owner of the inventory item. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
     Vendor	The vendor from whom this inventory item was received. This may or may not be the preferred vendor identified in the item master. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
     Customer ref #	The reference field the customer of this item uses for tracking purposes.
     Lot #	The number for the lot the inventory belongs to.
     Condition	The condition of the item. A drop-down is available.
     Last Cycle Count Date	The date the inventory item was most recently counted.
     Manufacturer	The manufacturer of the item.
     Manufacturer ID	The code for the manufacturer of the item.
     Manufacturer Item ID	The manufacturer's code for the item.
     UPC	Universal Product Code. The bar code for an item.
     EAN	Article Numbering Code.
     Dim Wt per UoM	The dimensional weight of the inventory item per unit of measure in which the inventory item is stored.
     Dim Wt	The total dimensional weight of the inventory item.
     Cube per UoM	The cube or volume of the inventory item per unit of measure in which the inventory item is stored.
     Cube	The total cube or volume of the inventory item.
     Pallets	The total number of pallets on which the inventory item is stored.
     Pallets Filled	The total number of pallets filled by this inventory item. This quantity is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 (or more) Pallets.
     Pallet Packing Ratio	The amount of inventory divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75
     License Numbers
     This section lists all quantities of this item in this location to which you have assigned license numbers.
     Quantity	Quantity of the item assigned to the license number.
     License #	The license number.
     Hold	Hold Type - A hold that prevents any item assigned that license (tag) from being shipped (transfers are ok). Warn Type - A hold on a license (tag) that throws a warning when any items with the license (tag) are added to a shipment (transfers are ok).
     Soft Allocations
     This sections lists all quantities of this item which are soft allocated, that is, reserved for a specific operation in the warehouse.
     Quantity	Amount of the inventory that is soft allocated.
     License #	The license # of the inventory that is soft allocated.
     Document #	The SmartTurn document to which the inventory is soft allocated, for example, SI-000018 or BT-000003.
     Line #	The Line # from the Items table of the document to which the inventory is soft allocated.
     Soft Allocation Type	Fulfillment - the inventory is soft allocated to a shipment or a kit (as Component Items); it will be removed from the warehouse or used up as a result of this pending warehouse operation Edit - the inventory is soft allocated to an adjustment, bin transfer, or cycle count; some of its properties (such as quantity or location) will be changed as a result of this pending warehouse operation

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