Check Inventory Levels

The Check Inventory Levels screen allows you to browse inventory that needs to be ordered for specific stock sites (Administration > Inventory > Check Inventory Levels). This screen is purely for informational purposes. You may choose to view reorder alerts for items that are running low and/or reorder alerts for items on order with a customer. Step by

Step by Step:
Check Inventory Levels

1. Go to Administration > Inventory > Check Inventory Levels.

2. Select a stock site from the pull down menu to view inventory levels for. Leave Vendor Drop Down as All Vendors, or use the drop down to select a specific Vendor. Choose between the radio buttons 'Check Items where this Vendor is Primary' OR 'Check Items where this item is Primary or Secondary.'

3. Check off "Check Alerts for reordering low quantity items" if desired.

4. Check off "Check Sales and Service Orders for items that are waiting delivery".

5. Check off "Check for Items on Jobs" if desired.

6. Check off "Check for Special Order Items" if desired.

7. Select All Product Lines, Specific Product Line, or a Specific Product Line Department.

8. Select All Vendors or a Specific Vendor.

9. Click Search.

• This list is MS Excel enabled and can be sorted by column headers by clicking once for ascending and again for descending order.

Security Permissions Required