View your inventory by location when adding an item to a transaction | ParagonERP

View your inventory by location when adding an item to a transaction

It's not uncommon for organizations to own different warehouses in separate geographical locations. Companies usually want to ship their items from their closest warehouse to reduce transport and customs costs. These companies would want their ERP system to show their inventory per warehouse location when they create transactions. In other systems this can be costly. Luckily Paragon ERP comes equipped with this functionality built in!

We'll walk you through the functionality, and show you how you can see what items are available to sell in what locations. Now, you'll be able to see the available to sell calculation per location during data entry.

Step 1: Check your inventory calculation in my company

In our example, our ATS or available to sell calculation is "stock + inbound goods - allocated goods".


This is how the inventory stock is calculated per location in any transaction add product modal.  This setting can be changed to better suit your needs in my company.

Step 2: Open your transaction module

From the home screen, or the side bar, open the order module for example. Note that this function is available on all transaction modules.

Once here, hit the blue add button to bring up the modal.

In this modal, you'll be able to see the ATS calculation specific per location. For the product chopper drone, we've chosen main warehouse.  Here we can see that we have 542 units available to sell in this warehouse based on the calculation from the my company module. 534 + 22 - 14 = 542


Next, we searched for the same item chopper drone in the raw material warehouse. We can see that the available to sell amount has changed from 542 to -44 based on what's available in this warehouse.

 

What's next?

You can decide how the system calculates your available to sell at any time by changing the ATS calculation setting in my company.  The options are as follows:

  • Stock + Inbound Goods - Allocated Goods
  • Stock - Allocated Goods (incoming purchase order and work orders are ignored)
  • Stock (straight inventory units - incoming goods and open orders are ignored)

 

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