Location order stock overview

Purpose

Use the Location order stock overview report to compare ordered quantity, stock in the selected location and stock in other locations for each item.

Roles involved

• Purchasing user
• Inventory controller
• Store manager

Preconditions

• The user needs permission to read stock overview.
• Products, vendors, locations and open order data must exist.

Navigation path

Reports → Location order stock overview

Step-by-step procedure

1. Open Reports → Location order stock overview.
2. Filter by Vendor if needed.
3. Select the target Location.
4. Run the report.
5. Review the result list. The report includes product number, description, barcode, vendor, ordered quantity, location stock and other stock.
6. Use export when you need the report in file form.

Required fields

• Location

Validation rules

• The location must be selected from configured locations.
• Vendor filters must match existing vendors.

Exceptions

• The report compares one selected location against stock in other locations, so the chosen location is central to interpretation.

Common errors

• Users forget which location was selected and misread ‘other stock’.
• Users expect sales data, but the report is focused on ordered quantity and stock.

Troubleshooting

• Always confirm the selected location before reviewing stock columns.
• Filter by vendor when the list is too broad.

Questions / Gaps

• The exact source of OrderedQty in the final business flow should be confirmed in live use if needed for purchasing training.