I tried to find this out there but I could not find anything specific to it. If this is duplicated I apologize.
When pulling up items it is difficult to determine whether items are an item that is kept in stock versus something that is ordered for sales associates. If the sales person has the ability to look at the item with the Cost and Price it would be valuable to see the qty on hand, on PO, or on SO. It takes time to run stock status reports and would be valuable if that information was shown in the item detail window.
I hope you’re doing well! Thank you for reaching out with your request to enhance the item detail window by adding “Quantity on Hand,” “Quantity on Purchase Order,” and “Quantity on Sales Order.” I completely understand how this would streamline the process for your sales associates, allowing them to quickly identify stocked versus ordered items without the need for additional reports.
I’ve gone ahead and submitted this as an enhancement request on your behalf to our development team.They’ll review it and assess how we can best incorporate these fields into the item detail view. I’ll keep you updated on any progress or feedback we receive on the Enhancement task.
For a quick workaround, if the sales staff start creating a Sales Order, Sales Receipt or Invoice, and add the item, they can click on the location to get stock status by location. It’s not perfect, but it’s better than running a report. Sales staff aren’t really into creating reports, and only want to look at the ones that confirm they are the bestest little salespeople in the whole world, like their moms always told them. I sold the idea to my people by telling them if they’re doing their job right, they will be making the Sales Order anyway, so might as well go that route and save some time. I’ve been accused of being an asshole, though, so take my HR advise with a grain of salt.
Yep, we use the item location if we are in a sales order or receipt, but a lot of the time we just use the global search to find a product and would like to quickly see if that is an item we have in stock or would need to order. It is a good idea to have them start the sale process, but I know some people like to use the search because you can see variances of products.
I just feel like it belongs in the item detail screen, we are shown the reorder points, price, cost, etc. But we have to either run a report, or exit the item and go to a sales order / receipt to see if they are in stock. I know some business will have various locations so the display might be a preference thing, but I think if you are in the item detail screen you should not have to navigate out of it to find information about it.