ITEM IN STOCK - AVAILABILITY BY EVENT

Scenario: Where in the queue is a customer?

• Search for items in BC

• Item > Item Availability > by Event

• Location filter: Desired warehouse

• View by: Year

• Press "Recalculate" if it looks messy.

• If a customer is at 0, they get the last product.

• NOTE! There may be people earlier in the queue with status "PIS" whose product we may be able to book  for another customer — check with OPS if this is possible.

ITEM IN STOCK - QUICK SEARCH ON ORDER

VARIANT QUANTITY

Scenario: How many items do we have in a specific warehouse?

• Search for "Variant Quantity" in BC

• Search for a specific warehouse in the left column if you don’t want to see all warehouses

• Search for the item

  • Quantity on hand: Total inventory

  • Quantity on Sales order: Products on order

  • Available: Products available for ordering

• NOTE! To check the Jaguar table, you need to check the legs and top separately!

POSTED SALES SHIPMENTS

Scenario: From which warehouse was an item shipped when the order/invoice was posted?

• Search for "Posted Sales Shipments" in BC

• Search by customer number or name

POSTED SALES CREDIT MEMOS

Scenario: To which warehouse was an item credited?

• Search for "Posted Sales Credit Memos" in BC

• Search by customer

• Copy the document number for the credit — e.g., 106322

• Go to Item Ledger Entries
• Search using the document number to see which warehouse the item was credited to

ITEM LEDGER ENTRIES (Item Transaction History)

Scenario: Check how items have moved in and out of inventory

• Search for Items

• Click on the Inventory number = Opens the Item Ledger Entries list

• Click on the Cost Amount = Opens the specific item transaction

• Scroll to the right and click on the Source Number (customer number) = The customer’s order will appear

• Click on the order

SALES LINES

Scenario: Which order is a specific product on?

• Search for Sales Lines

• Search by item

• Filter by the desired warehouse in the item line if needed

• Select the desired item line (highlight it in blue)

• Click Show Document = Opens the related order

ITEM JOURNAL

Scenario: A product needs to be inventory-adjusted — Only used in urgent/special cases — Check with OPS first

Steps:

• Search for Item Journal

• Choose positive or negative adjustment

• Item Number: e.g., BAG-S

• Variant Code: e.g., LE (leather)

• Description: Product

• Location Code: Desired warehouse

• Quantity: Number of products

• Add a new line for fabric if it’s furniture (Only Baloo is stocked among the sofa bed fabrics)

  • Quantity: Number of running meters — can be found in Chrystallize under products

• Post

ITEM RECLASSIFICATION JOURNALS

Scenario:

• A product has been credited to or delivered from the wrong warehouse

• A product has been delivered from multiple warehouses when the order was posted

• A product needs to be moved between warehouses

Steps:

• Search for Item Reclassification Journals in BC

• Item Number: e.g., BAG-S

• Variant Code: e.g., LE (leather)

• Description: Product

• Quantity: Number of products

• Add a new line for fabric if it’s furniture (Only Baloo is stocked among the sofa bed fabrics)

  • Quantity: Number of running meters — can be found in Chrystallize under products

• Location Code: Current warehouse

• New Location Code: The warehouse the product should be moved to

• Post

INVENTORY BALANCE – ASSEMBLY ORDER
(P.S. These will be phased out with the new Jaguar tables)

Scenario: Check inventory balance in an existing BC order

• Place your cursor on the desired line

• Line

• Item Availability by

• Structure Level

• Look at: Can Create Top-Level Item