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Overview of Inventory Management
Overview of Inventory Management
Updated over 2 months ago

This article provides a brief overview of the ProcureDesk Inventory module.

To access the inventory module, login to ProcureDesk and click on the Inventory link on the left-hand side menu.

Let's look at the items in the summary section

Total Items: The total number of unique items for which you are maintaining inventory.

Total Inventory Value: Total value of the on-hand inventory.

Items on Order: Quantity which is in order.

Items under critical level: Items that are under the critical level.

Overview of tabs

  • The inventory tab has the list of items that are under inventory.

  • Orders tab has the list of all inventory orders

  • The release tab has the details of the release orders against the inventory orders.

  • Critical items has list of all critical items

Inventory Tab

Here you can see details for each inventory line item which includes item#, description, Supplier part #, unit price, etc.

On-hand quantity is what is currently available in inventory. The on-hand inventory is updated based on the following triggers

a) When an item on order is received (when a receipt is created in ProcureDesk), the onhand quantity is updated based on the quantity received.

b) When a release order is created for an item, the on-hand quantity is automatically reduced.

On-order quantity is the item quantity for which you have already placed the order.

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