Stock On Hand Enquiry
FollowThe Stock On Hand Enquiry enables you to review your inventory's Stock on Hand (SOH) quantity and availability, as it was at the end of any given date. This allows you to review your inventory's current standing, as well as compare it to previous dates.
The SOH Enquiry provides an accurate overview and per warehouse breakdown of your inventory's current on hand quantities, allocations and costs.
Function descriptions
To access the Stock on Hand Enquiry you can either:
- From Unleashed's main menu, go to Reports, Inventory and select Stock on Hand Enquiry.
- From the View Products page, click on a product's "On Hand" quantity. The Stock on Hand Enquiry will open pre-filtered for the selected product.
Header button descriptions
At the top of the Stock on Hand Enquiry's page there are two action buttons available:
- Export: Use the dropdown menu to download a copy of the Stock on Hand Enquiry in a PDF, CSV or XLSX format.
- Run: Click Run to populate the Stock on Hand Enquiry in line with the filters applied.
Filter descriptions
Use the following filter fields to refine the results populated on your Stock on Hand Enquiry:
- Date To: Use the date selector in the field's calendar to populate the SOH for a given date. By default the Date To filed will populate with today's date, but any prior date selected will populate a SOH Enquiry as of the end of that date.
- Product Group: Use the multi-select dropdown menu to filter by Product Group and Product Sub Groups.
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Warehouse: Use the dropdown menu to filter the SOH Enquiry by:
- Warehouses: The SOH Enquiry will only display the SOH for the selected warehouse, per product.
- Global: The SOH Enquiry will populate a sum total on hand quantity for each product across all warehouses.
- All: The SOH Enquiry will display the SOH per product, broken down by warehouse, for all products and warehouses.
- Product Code: Use the free text field to filter the SOH Enquiry for a single product. Use the magnifying glass icon to use an advanced search function for the product. NOTE: The Product Description field does not filter by a partial text match.
- Product Description: The sure free text field to filter the SOH Enquiry for a single product. NOTE: The Product Description field does not filter by a partial text match.
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Show Products: Use the dropdown menu to filter the Stock on Hand Enquiry by the following:
- All: Displays products with zero stock on hand and zero allocated quantity.
- Stock on Hand: Displays products with SOH greater than zero.
- Stock on Hand or Allocated: Displays products with SOH greater than 0 and/or have an allocated quantity greater than zero.
- Supplier Code: Use the free text field to filter the SOH Enquiry by a Supplier's Code. The Supplier must be added as a default supplier to the product's record (in the Purchase tab) for the product to populate when filtering by the Supplier. Use the magnifying glass icon to use an advanced search function for the Supplier.
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Supplier Name: Use the free text field to filter the SOH Enquiry by a Supplier's Name.
NOTE: The Supplier Name field does not filter by a partial text match.
Grid column descriptions
By default, the following column headers are displayed in the Stock on Hand Enquiry:
- Product Code: Displays the product's code as a hyperlink, which will open the product's record.
- Product Description: Displays the product's description as a hyperlink, which will open the product's record.
- Warehouse: Displays the name of the Warehouse the product's SOH data is populating from. If "Global" is selected in the "Warehouse" filter, the Warehouse column will be blank per product.
- Sale Days: Displays the number of days it has been since the last completed sale of the specified product.
- Price Tier: Hover over the $ icon to show the product's Default Sell Price and Sell Price Tiers.
- On Purchase: Displays the current base unit quantity included on a Purchase Order in a "Placed" or "Costed" status. NOTE: Click on the product's On Purchase quantity to open the Purchase Enquiry.
- Qty On Hand: Displays the current Stock on Hand quantity of the product.
- Allocated: Displays the current base unit quantity of products added to an open Sales Order, Assembly or Warehouse Transfer. NOTE: Click on the product's Allocated quantity to open the Product Allocations report, pre-filtered for the selected product.
- Available Qty: Displays the number of base units remaining in your Stock on Hand after the Allocated quantity has been removed (Available Qty = Qty on Hand - Allocated Qty).
- Avg Cost: Displays the current Average Landed Cost (ALC) for the product (rounded to 2 decimal places). NOTE: Click on the product's Avg Cost value to open the Costing Analysis Report, pre-filtered for the selected product.
- Total Cost: Displays the total stock value of the product based on the enquiry's Qty On Hand and the Avg Cost values. NOTE: Due to rounding the Avg Cost to 2 decimal places, you may see a difference in the Total Cost when manually calculating the product's Stock Value using the product's ALC.
Hidden Columns
Using the Hidden Columns button you can choose which columns are shown on the grid and where. To add or remove a column, click on Show Toolbar above the grid column's headers, then select "Hidden Columns". Drag and drop the columns you like to and from the Hidden columns box.
The Hidden Columns available in the Stock on Hand Enquiry are:
- Bin Location
- Product Group
- Product Sub Group
- Supplier Code
- Supplier Name
- Unit
Footer descriptions
At the bottom of the Stock on Hand Enquiry, the following summary totals are displayed, based on the results populated in the enquiry:
- On Purchase: Displays the sum total base unit quantity currently added to a Purchase Order that's in a "Placed" or "Costed" status.
- Quantity on Hand: Displays the sum total quantity of units on hand.
- Allocated Quantity: Displays the sum total quantity of units allocated to open Sales Orders, Assemblies or Warehouse Transfers.
- Available Quantity: Displays the sum total quantity of units remaining from stock on hand, after the allocated quantity.
- Total Cost: Displays the total stock value of your On Hand quantities, based on their Avg Cost (rounded to 2 decimal places).
Using the custom grids
Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. Using the toolbar above the grid, you can manipulate how the filtered information is displayed in the grid as follows:
- Group By Column(s): To group by a desired column, simply drag and drop the column header it into the grey tile space above the grid's header row. As soon as you drop it the grid the enquiry page will group all results by the dropped column's values. You can group by as many columns as you like and expand all or collapse all the groups using the plus or minus icons shown on the left of the grid.
- Customize Columns Shown: Using the Hidden Columns button you can choose what columns are shown on the grid and where. Drag and drop a column across the grid's headers to re-arrange their order and position in the grid. Similarly, adjust a column's size by dragging it's side to the desired width.
- Sort by column: Click on a column's header to sort the report by that field. Click the header once to sort into descending order and click again to sort into ascending.
For more information about adding hidden columns and customizing the grid, see How to create and share default grid layouts.