Manage the Inventory Overview page

You can open the Inventory Overview page in the following ways:

• Select the Search icon , enter Inventory Overview, and then choose the related link.

• On the Item Card page, on the action bar, select Related > Warehouse > Inventory Overview.

  The system automatically applies the item filter based on the selected item.

• On the Stockkeeping Unit Card page, on the action bar, select Related > Warehouse > Inventory Overview.

  The system automatically applies the item, variant, and location filters based on the stockkeeping unit information.

To view and manage the Inventory Overview page, follow these steps:

1. On the General FastTab, select one or more values in one or more of the following fields to apply filters to the item records.

   Field	Description
   Item Filter	Select items to filter the records by.
   Variant Filter	Select item variants to filter the records by. Before selecting this field value, ensure to select a value in the Item Filter field.
   Unit of Measure Filter	Select units of measure to filter the records by.
   Item Category Filter	Select item categories to filter the records by.
   Location Filter	Select locations to filter the records by.
   Bin Filter	Select bins to filter the records by.
   Lot Filter	Select lots to filter the records by.
   Package Filter	Select packages to filter the records by. This field is visible only when the Aptean Packaging extension is installed.
   Inspection Status Filter	Select inspection statuses to filter the records by. This field is visible only when the Aptean Inspection Status extension is installed.
   Vendor Filter	Select vendors to filter the records by.
   Service Provisioning Filter	Select a service provisioning type to filter the records by. The available options are: Own and Third-Party. This field is visible only when the Aptean Service Provisioning extension is installed.
   Item Purchaser Filter	Select item purchasers to filter the records by. For more information, see Manage item purchasers.

2. On the action bar, select Refresh Overview to apply the selected filters.

   The system displays the relevant item lines and the related information in the following fields:

   Field	Description
   Item No.	Specifies the number of the item.
   Variant Code	Specifies the variant of the item.
   Item Description	Specifies the description of the item or the variant.
   Unit of Measure Code	Specifies how each unit of the item is measured.
   Lot No.	Specifies the lot number associated with the item. You can select this value to open the relevant Lot No. Information Card page.
   Blocked Lot No.	Specifies whether the lot is blocked from being posted in transactions.
   Expiration Date	Specifies the expiration date associated with the lot.
   Serial No.	Specifies the serial number associated with the item.
   Package No.	Specifies the package number associated with the item. This field is visible only when the Aptean Packaging extension is installed.
   Location Code	Specifies the location where the inventory is present. You can select this value to open the relevant Location Card page.
   Bin Code	Specifies the bin where the item is present.
   Quantity	Specifies the quantity of inventory of the item expressed in the unit of measure code. The system inherits this value from the associated item ledger entries.
   Quantity (Base)	Specifies the quantity of inventory expressed in the base unit of measure of the item.
   Inspection Status	Specifies the current inspection status of the item, variant, and lot. This field is visible only when the Aptean Inspection Status extension is installed.
   Vendor No.	Specifies the vendor number associated with the item.
   Vendor Name	Specifies the vendor name associated with the item.

3. Select the required item lines and then select any of the following actions as required:

   Action	Description
   Item Tracking Entries	Open the Item Tracking Entries page to view serial or lot numbers that are assigned to items.
   Item Tracing	Open the Item Tracing page to view where a lot or serial number assigned to the item was used. For example, to find which lot a defective component came from or to find all the customers who have received item containing a defective component.
   Transfer Ownership	Open the Transfer Ownership page to move inventory by shipping items to third-party customers and receiving items from third-party vendors. For more information see, Transfer the ownership of items. This action is visible only when the Aptean Service Provisioning extension is installed.

View additional details on the FactBox

On the Item Attributes FactBox, you can view the item attribute values of the selected item.

On the Item Details – Quantity FactBox, you can view the following information:

On the Lot Attributes FactBox, you can view the lot attribute values of the selected item.

On the Lot Origin Details FactBox, you can view the following information:

On the Vendor Details FactBox, you can view the following information: