In EZ Process Pro there are several options to view your inventory in this article we will discuss using the View Inventory option
To view your inventory you will need to navigate to Ordering > Inventory > View Inventory. Once here you will be presented with the screen below where you will have several query options.
Search all items by Manufacturer:
When using Search all items by Manufacturer you will need to select the manufacturer from the drop-down list as seen in the screenshot below. Once selected you will be redirected to a new screen with the inventory listed by Item Number, Description, and QTY In Stock/Qty On Order
This option can also be used to view all Inventory by selecting All from the drop-down list
To view the details of an item click on the Qty InStock/Qty Onorder link ex: Item BD07-2001 in the screenshot above. When the Qty InStock/Qty Onorder is clicked on you are taken to the following screen shown below.
On the new page, you will see the following fields:
- Item #: This is the Item Number that you are looking at. If there are multiple finishes, fabrics, or options, the Item Number will be listed as many times as there are options. If you would like to see a picture of the item, click on the Item Number link and a picture will appear in a separate window.
- Description: The Item Description that is listed for the item
- Finish: The Finish for the item. If there are multiple Finishes for the same item in stock or on order, all will be listed as individual line items on the page.
- Fabric: The Fabric for the item. If there are multiple Fabrics for the same item in stock or on order, all will be listed as individual line items on the page.
- Qty InStock + DAM: This is the number of items physically at your locations. This includes available, reserved, and damaged items. As seen in the screenshots below.
- Qty Reserved: This is the number of items that have been reserved for customer sales. When selected it will display the information for the sale that the item is reserved for as seen in the screenshot below.
- Qty Locked: This is the number of items that are in a Locked location. When selected you are presented with the screen below.
- From this screen if you would like to transfer the item out of the locked location. You will need to click on the number under Locked QTY. Which will take you to the Transfer Memo screen
- Qty Damaged: This is how many items are physically in inventory that have been marked as Damaged.
- Qty Available: This is the number of items that are physically in inventory, not reserved, and are not in a locked location.
- Qty Onorder: This is how many items are on Purchase Orders that have been printed but not received. By clicking on the link, you will be able to view the purchase order number.
- Available Distribution Center: This is how many items are available at a local distribution center, such as Ashley, Wondersign, or an integrated franchise company.
Search by Item:
By choosing this option you can view inventory for a specific item by selecting the manufacturer and entering the item number. Once entered simply click Submit
This page functions the same as the section under Search all items by Manufacturer. Once you click on the link under QTY InStock/ QTY Onorder you will be directed to the following page.
For detailed instructions on each option please see the bullet points under the Search all items by Manufacturer section at the beginning of this article.
Search by Location:
If you choose to search by location you will have the option to search by All Manufacturers or select the specific one you would like to see the inventory for. You will then need to select the location from the drop-down and click on search.
This will then take you to the following screen which displays the Man Name, Item Number (if selected you be shown the image of the item), Description, FInish, Fabric, Option, and Quantity.
Search by Category and Location:
If you choose to use this option you will be able to see either Items stored as a location or refine the search by selecting the category of items that you wish to see at a select location.
In the example below I selected the Bedroom category at our Aux Warehouse-Lex, OH Location
This will then take you to the following screen which displays the Man Name, Item Number (if selected you be shown the image of the item), Description, FInish, Fabric, Option, and Quantity.
Detailed Reports - By Manufacturer:
This query option will allow you to see all items from that manufacturer that you have in stock across all locations. Once you have selected the manufacturer that you wish to view you will be taken to the following page:
On the new page, you will see the following fields:
- Item #: This is the Item Number that you are looking at. If there are multiple finishes, fabrics, or options, the Item Number will be listed as many times as there are options. If you would like to see a picture of the item, click on the Item Number link and a picture will appear in a separate window.
- Description: The Item Description that is listed for the item
- Finish: The Finish for the item. If there are multiple Finishes for the same item in stock or on order, all will be listed as individual line items on the page.
- Fabric: The Fabric for the item. If there are multiple Fabrics for the same item in stock or on order, all will be listed as individual line items on the page.
- Qty InStock + DAM: This is the number of items physically at your locations. This includes available, reserved, and damaged items. As seen in the screenshots below.
- Qty Reserved: This is the number of items that have been reserved for customer sales. When selected it will display the information for the sale that the item is reserved for as seen in the screenshot below.
- Qty Locked: This is the number of items that are in a Locked location. When selected you are presented with the screen below.
- From this screen if you would like to transfer the item out of the locked location. You will need to click on the number under Locked QTY. Which will take you to the Transfer Memo screen
- Qty Damaged: This is how many items are physically in inventory that have been marked as Damaged.
- Qty Available: This is the number of items that are physically in inventory, not reserved, and are not in a locked location.
- Qty Onorder: This is how many items are on Purchase Orders that have been printed but not received. By clicking on the link, you will be able to view the purchase order number.
- Available Distribution Center: This is how many items are available at a local distribution center, such as Ashley, Wondersign, or an integrated franchise company.
All discontinued items in a locked location
This report is designed to give your inventory team insight into what discontinued items (items marked as "Discontinued" in Edit/Delete Group) are still in a location that is not allowed to have items reserved from it. This is to make sure items that are no longer available for customers to purchase are moved off the sales floor, or that valuable space in other locations isn't taken up by items that are no longer financially viable.
On the new page, you will see the following fields:
- Man #: This is the Manufacturer Name for the Manufacturer that you are viewing on this page.
- Item #: This is the Item Number that you are looking at. If there are multiple finishes, fabrics, or options, the Item Number will be listed as many times as there are options. If you would like to see a picture of the item, click on the Item Number link and a picture will appear in a separate window.
- Description: The Item Description that is listed for the item
- Finish: The Finish for the item. If there are multiple Finishes for the same item in stock or on order, all will be listed as individual line items on the page.
- Fabric: The Fabric for the item. If there are multiple Fabrics for the same item in stock or on order, all will be listed as individual line items on the page.
- Qty Locked: This is the number of items that are in a Locked location.
In the QTY Locked field, you will see each number in this column has a link. If you click the link, you will see the following page.
This provides further information about where this item is locked. If you click the "Locked Qty" link again, you will see a new page as well.
This transfer page allows you to choose where you want to transfer the locked item to and generate a memo directly from this page.
Item-Reserved Status:
This report will not work if you have Reserved by Location enabled for your system.
On this page, you can click and choose the Manufacturer name, and the Location name, and decide whether you want to include "Items with all zeros" in the results. "Items with all zeroes" refers to items that are not reserved, not on order, and not In Stock, but are active items in the system that can be ordered. When you run the report, you will see the below page.
On the new page, you will see the following fields:
- Item #: This is the Item Number that you are looking at. If there are multiple finishes, fabrics, or options, the Item Number will be listed as many times as there are options. If you would like to see a picture of the item, click on the Item Number link and a picture will appear in a separate window.
- Description: The Item Description that is listed for the item
- Finish: The Finish for the item. If there are multiple Finishes for the same item in stock or on order, all will be listed as individual line items on the page.
- Fabric: The Fabric for the item. If there are multiple Fabrics for the same item in stock or on order, all will be listed as individual line items on the page.
- Qty Hit Reserve Process: This is the number of items that have been reserved for customer sales.
- Qty Onorder: This is how many items are on Purchase Orders that have been printed but not received. By clicking on the link, you will be able to view the purchase order number.
- Qty InStock: This is the number of items physically at your locations. This includes available and reserved items but excludes damaged ones. If you click this link, you will have a chance to see the quantity of this item across all locations in your system, including Damaged.
