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Raw material inventory dashboard

Read the raw material inventory dashboard: total items and value, low stock, out of stock, incoming materials and recent activity.

  • Warehouse and inventory
  • Production manager
  • Needs View material inventory
  • Last verified · vd28b0333e

The inventory Dashboard gives you a quick summary of your raw material stock: how many items you hold, what they are worth, which are running low or out, and what is on its way from production.

Materials Production & InventoryInventoryDashboard

Permission: VIEW_MATERIAL_INVENTORY

What the dashboard shows

  • Location: A selector at the top of the page. Choose All Locations, one of your Warehouses, or one of your Suppliers to see the figures for that place only.
  • Total Items: The number of raw material items in stock.
  • Total Value: The overall value of the stock.
  • Low Stock: Items flagged as low in stock.
  • Out of Stock: Items that are currently unavailable.
  • Incoming: Quantities on the way, shown with the note From production.
  • Recent Activity: The three latest stock movements, each with the reason, material, location, time and the quantity added (+) or removed (-). If there are none, it shows No recent activity.

The Total Items, Low Stock and Incoming cards each have a View all → link. They open Stock Overview (all items, or filtered to low stock) and Receiving respectively.

Choose a location

  1. Open the Location selector

    Click the Location: selector near the top of the dashboard.

    The Location selector open with All Locations and the warehouses and suppliers you can choose
  2. Select a location

    Select All Locations, a warehouse or a supplier.

    The dashboard after one warehouse was chosen as the Location, showing the figures for that place only

Customise the dashboard

  1. Click "Customize"

    Click the Customize button at the top right.

    The Customize and Adjust Stock buttons at the top right of the inventory dashboard
  2. Choose the cards to show

    In the Customize Dashboard window ("Choose which columns to display in the dashboard"), check the cards you want: Total Items, Total Value, Low Stock, Out of Stock and Incoming.

    The Customize Dashboard window with a checkbox for each card that can be shown

Adjust stock from the dashboard

Users with permission to update material inventory see an Adjust Stock button at the top right. It opens the same window as on the Stock Adjustment page. See Adjust your inventory of raw materials.