Inventory Tab

Introduction to the Inventory Tab

The Inventory Tab is the central location in opentaps for managing inventory, but it is not the only one. We will include discussion here of some Inventory related functionality that is contributed in other system areas:

such as setting the required inventory stock levels, which is done in the Product Catalog area,
setting the reservation (and backorder) of inventory for an order, which is configured either in the Product Catalog area, or in the Facilities area,
receiving Inventory from an internal manufacturing operation, which is done from the production run itself,
moving Inventory between warehouses as transfers, is handled in the Material Resource Planning (MRP) area as automatically generated requests or requirements,
creating a new Warehouse facility, which is handled in the Facility section that is accessible to system Administrators.

Adjusting the Inventory valuation, which is handled in Financials > Ledger Tab, is presented in another section of Inventory Processes.

In all the other following topics we will keep our focus on management of the actual inventory operations using the Inventory Tab.

Current Inventory

Click: any of the following links to topics and screens that deliver Inventory functionality.

Inventory Screen -- Use this screen to find Inventory information and items you need to manage using a search based upon a range of selection criteria.

Find Inventory Item Screen -- Use this screen to find Inventory items with a search based upon serial number, lot number, or location in the warehouse.

Inventory Stock Levels -- This topic deals with specifying the required inventory stock levels used to generate Requirements for reordering. The topic also deals with your rules for replenishment from a backup warehouse you are using.

Find Receipts Screen -- Use this screen to get a list of when you have received specific products, by searching for specified information in the receipt records.

Edit Inventory Item Screen -- Use this screen to edit the Inventory information for a specific Inventory Item.

Reserving Inventory for Orders

Reserving Inventory for Orders -- This topic discusses how inventory reservations are configured, and the various choices available for controlling reservation behavior of the system.