Inventory Item Count

The EBMS software contains many tools to properly manage inventory stock levels.  The software maintains many count values to properly manage inventory counts.   Stock levels can be maintained within multiple locations or within multiple companies.   Review Multiple Inventory Locations > Overview for more details on managing or viewing inventory counts within multiple locations.  

Counts can be maintained in fractions or integer values. Review the Integer or Fractional Quantities section for more details on this option.

Count Tab

To view count information for an inventory item, click on the Count tab of the inventory item window to show the following information:

Processed Count

The Processed amount is the total inventory as a result of processed purchase and sales invoices. This value matches the total value displayed on the history year tabs of the items and the total value within the general ledger. The Processed count amount is incremented when a purchase order is processed into an invoice. As long as an item is not processed (Purchase Order), the processed count is not affected. The Processed count is decreased when a sales order is processed into an invoice.  Double click on the Processed count  to view the detailed FIFO counts as shown below:

Counts IN

The In values are a result of processes that increase inventory.

Counts Out

The Out group values are a result of processes that decrease inventory.

Summary Counts

Review Quick Reference Context Menu for details on a quick count summary from the context menu of an invoice.

Stock Levels

Stock level settings are used to prompt the user to purchase inventory. The recommended purchase amount is calculated from these settings. Review Purchasing > Creating Purchasing Parameters for more details on the Stock Level setting.

The Low Inventory dialog appears when stock levels are less than the amount required for a sales order, manufacturing batch, or job transfer.   

A product entered on the detail line is flagged as low inventory when all of the following are satisfied:

  1. The line is not linked to another document using special order tools

  2. The Ordered, Shipped, or Quantity is greater than zero.

  3. The product Classification as Track Count, Serialized, or Lots but not Special.

  4. If On Hand + "saved" Shipped is equal to zero then Net Order + "saved" quantity less than current amount entered otherwise On Hand + "saved" Shipped is less than current Shipped.  ("saved" means value already saved in database for this line)  

Review Purchasing > Stock Level Color to colorize product based on stock level settings.

Unit of Measure Settings

Review the Tracking Counts > Unit of Measure section for more details on unit of measure.