Inventory Items — Qty owned

The InventoryItems - Qty Owned screen in Manager.io provides a detailed view of all transactions that affect the total quantity owned (Qty Owned) of a selected inventory item. This guide will walk you through accessing this screen and explain the various columns available to help you analyze your inventory movements effectively.

Accessing the Qty Owned Screen

1. Navigate to the Inventory Items Tab
   Start by clicking on the Inventory Items tab in the main sidebar of Manager.io.

   Inventory Items

2. Select the Quantity Owned
   In the Inventory Items list, locate the inventory item you're interested in. Click on the number under the Qty Owned column for that item.

   Qty owned

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   This action will open the InventoryItems - Qty Owned screen, displaying all transactions that have affected the quantity owned of the selected item.

Understanding the Qty Owned Screen Columns

The InventoryItems - Qty Owned screen presents several columns, each providing specific information about the transactions related to the inventory item. Here's what each column represents:

Date

• Description: The date when the transaction occurred.
• Usage: Helps track when inventory movements happen, essential for inventory planning and auditing.

Transaction

• Description: The type or name of the transaction (e.g., Purchase Invoice, Sales Invoice).
• Usage: Identifies the nature of each transaction affecting the inventory item.

Reference

• Description: The reference number associated with the transaction.
• Usage: Useful for quickly locating the original transaction document for more details.

Inventory Item

• Description: The name of the inventory item involved in the transaction.
• Usage: Confirms which item the transaction pertains to, especially beneficial when viewing transactions for multiple items.

Bank or Cash Account

• Description: The bank or cash account linked to the transaction.
• Usage: Indicates the financial account used, aiding in financial reconciliation processes.

Customer

• Description: The name of the customer associated with the transaction, if applicable.
• Usage: Helps identify sales transactions and track customer-related inventory movements.

Supplier

• Description: The name of the supplier involved in the transaction.
• Usage: Essential for tracking purchases and understanding supplier-related inventory changes.

Description

• Description: A general explanation or note about the transaction.
• Usage: Provides additional context or details that aren't captured in other fields.

Line Description

• Description: Specific information about individual entries within the transaction.
• Usage: Offers detailed insights into each line item, which is helpful for complex transactions involving multiple items.

Qty Owned

• Description: The change in the quantity owned as a result of the transaction.
• Usage: Shows how each transaction increases or decreases the total quantity owned of the inventory item.

Customizing the Displayed Columns

Manager.io allows you to tailor the InventoryItems - Qty Owned screen to show only the information relevant to you:

• Edit Columns: Click on the Edit Columns button at the top of the screen.
  • Select Columns: From the list, select or deselect the columns you wish to display.
  • Apply Changes: Save your preferences to update the view accordingly.

By customizing the columns, you can simplify the screen to focus on the most critical data for your inventory management needs.

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By understanding and utilizing the InventoryItems - Qty Owned screen effectively, you can gain better insights into your inventory movements, make informed decisions, and maintain accurate inventory records in Manager.io.