CIM - Analysis

• Location Transfer History
• Location Transfer History Search
• Inventory Enquiry Menu
• Inventory Enquiry Help
• Verify Stock Levels
• Inventory Movement
• Inventory Movement Search
• Margin Percentage Menu
• Margin Percentage
• Serial Number History Menu
• Serial Number History
• Stock Journal History Menu
• Stock Journal History
• Stock Take History Menu
• Stock Take History
• Warehouse Transfer History Menu
• Warehouse Transaction
• Bill of Materials (BOM) History Menu
• Bill Of Materials
• Document Management
• Stock Weight Change Menu
• Stock weight log
• Inventory Overview
• Inventory Overview
• Fixed Asset Audit History Menu
• Fixed Audit History

Location Transfer History

Location Transfer History Search

Search
View
Print
Transfer Number
Doc Type
Reference
Transfer Status
Doc No.
Description
Date From and To

Inventory Enquiry Menu

Inventory Enquiry Help

 Webaccounting has a number of reports that a user can run for inventory evaluation

but this function helps to analyse a whole lot more in just one window.

 

The following Webaccounting Inventory functions have been grouped into a single new function Inventory Enquiry:

•Price Inquiry

•Inventory Inquiry

•Inventory Overview

Search button: This search grid result is based on the pricing structure of the inventory item.

Therefore the result set back onto the grid might be different to the inventory setup search.

Inventory Overview button: will display all static information for the Inventory Code selected.

To view a summary of the movement types you need to select the Load Totals button

If the user is flagged as a Sales Rep in the User Setup; you will only be able to view WIP details.

All other view details buttons will be inactive.

View Image button: will display an image of the Inventory Code item selected if one has been loaded into Web accounting

Note:

Show All Prices: when this option is ticked all Pricing Types linked to the Inventory Code selected will be displayed

Verify Stock Levels

 Inventory module> Analysis> Inventory enquiry

 Enter Inventory item

 Highlight the item

 Click the Stock available tab

  

Click Search to search for an item selected under item code

 Click the Movement Tab - Movement tab will display the transaction  movement of the selected item throughout the system.

   

 Click Search in order to see the movement of the item.

Inventory Movement

Inventory Movement Search

Margin Percentage Menu

Margin Percentage

 Inventory > Analysis > Margin Percentage

 The margin expresses profit as a percentage over the stock items.

Margin percentage is a direct reflection on how well the business is performing

 

 Search  - the user must select the either the Supplier or Item Code when searching for margin percentage,

 otherwise the system will take long to search all the items on the system if nothing has been selected.

Date From – search by selecting the date from and the date to, in order to avoid long search

GRV – search by entering GRV number

Order By – search by selecting from the drop down arrow the desired Criteria.

Supplier Cost Tab shows a list of posted supplier cost details according to the selection made on Basic Tab

System Cost Tab shows a list of posted system cost details according to the selection made on Basic Tab

User Cost Tab shows a list of posted user cost details according to the selection made on Basic Tab

Export – to export the current margin percentage item into an xcel spread sheet

Serial Number History Menu

Serial Number History

Serial Number Detail

Memo

Subserial Numbers Tab

Add Subserial No.

 

Stock Journal History Menu

Stock Journal History

Inventory module>Analysis > Stock Journal History

Stock journal history displays a list of posted journals

The  adjustment journals being Stock Value Adjustment Journal and the Stock Level Adjustment

 Webaccounting provides users with various search criteria’s

Governed by the date range the system will search for every Journal within the displayed date.  

when searching for a specific document - take note of the transaction date it falls under to be able to see it on the grid.

Stock Journal Number – The user has an option to search by a given stock journal number.

Date From  and the Date To -The user can backdate or forward date to find journal entries at a specific date.

Action – Gives the user a criteria to search all journals or you can search for a specific type.

Description – search by entering brief description for stock journal

Job No – search by selecting the job number .

View Button - When a journal is selected the user can click on the view button to see the details of the Journal capture.

Print button – The print button will print the currently selected Stock Journal Report.

The report will show the details of the journal,  it can be exported to excel, e-mailed and printed as a hard copy.

 Related Transactions button –  the related transaction function shows the related transactions for the selected Stock journal. 

and you can see where movements on this Stock Journal affected which General Ledger Accounts.

 Or view T- Accounts.

 

 

 

Stock Take History Menu

Stock Take History

 Inventory>Analysis>Stock Take History

 Stock take history displays a list of processed stock take at a certain time.

 

 Webaccounting provides users with various search criteria’s

Governed by the date range the system will search for every stock Take within the displayed date.  

when searching for a specific entry - take note of the transaction date it falls under to be able to see it on the grid.

Stock Take Number – The user has an option to search by a given stock take number.

Warehouse - The user has an option to select a specific warehouse or serach for stock takes relating to all warehouses

Date From and the Date To -The user can backdate or forward date to find stock take  entries at a specific date.

Status– Gives the user an option a to search per specific status or all.

View Button - When a stock take line is selected the user can click on the view button to see the details.

besides only viewing option you can export the stock take information , Print or add a memo note only.

Print button – The print button will print the currently selected Stock Take Report.

The report will show the details of the stock take ,  it can be exported to excel, e-mailed and printed as a hard copy.

 

 Related Transactions button –  the related transaction function shows the related transactions for the selected Stock jtake 

and you can see where movements on this Stock take affected which General Ledger Accounts.

 

 

 

 

Warehouse Transfer History Menu

Warehouse Transaction

 Inventory module>Analysis >Warehouse Transfer History

 Warehouse transaction history shows a

 list of transactions transferred from one warehouse to another according to the date selected.

 

 Webaccounting provides users with various search criteria’s

 Governed by the date range the system will search for every transaction entry within the displayed date. 

when searching for a specific entry - take note of the transaction date it falls under to be able to see it on the grid.

Warehouse Sending – The user has an option to select the warehouse that is transferring stock

Warehouse Receiving – The user utilises the option to select which warehouse is receiving the stock

Transfer No – The user can search by given transfer number

Stock Item – search by selecting the stock item

Status – an optin to search using a status criteria of all or cancelled or received.

Date Sent From – search by selecting the date from and the date to that this transfer took place

View button– View only the currently selected Warehouse Transaction Item

other available option in this field is to export to excel , add attachment , memo note and print.

Print button – The print button will print the currently selected Warehouse Transaction Item.

 We also have a Consignment  Print Option

 

 

 

Bill of Materials (BOM) History Menu

Bill Of Materials

 Basic Search Tab allows the user to search by selecting from the following

BOM No – search by entering the BOM No

BOM Desc – search by selecting the job description

Order By – search by selecting the order by, from the drop down arrow

Result Item – search by selecting result item from the drop down arrow

Status – search by selecting the status from the drop down arrow

Show Part BOM – put it to activate part of BOM when searching

Date From – search by selecting the date from and the date to

Advanced Search Tab allows the user to search by selecting from the following

BOM No – search by entering the BOM No

BOM Desc – search by selecting the job description

Order By – search by selecting the order by, from the drop down arrow

Warehouse – search by selecting the warehouse from the drop down arrow

Status – search by selecting the status from the drop down arrow

Show Part BOM – put it to activate part of BOM when searching

Date From – search by selecting the date from and the date to

Standard Tab

View – View the currently selected BOM item to either view or change the information.

Print – The print button will print the currently selected BOM Item.

Picking Slip –

Related Transactions – Shows the related transactions for the currently selected BOM Item.

Document Management

Stock Weight Change Menu

Stock weight log

View all stock with weight changes

Found in Inventory Module > Analysis > Stock Weight Log

Setting up Webatar app - Webatar Stock weight change

Search for all logs and Export data to Excel to analysis

Source definitions

Weight can be changed in multiple places, the source tells the user where the change occurred

Setup	Weight changed on Setup New item created with weight
App - Setup	Webatar App inventory enquiry weight change
App - Log	Webatar App menu item called Weight change
Other	Any other weight changed that is not defined as above

Weight is kept against the inventory item

---

Weight change is logged with previous weight, current weight change and difference.

If the weight is below the previous weight, the weight is logged in red with a negative figure

Prev Wt	Previous Weight
Cur Wt	Current Weight
Wt Diff	Weight Difference

Inventory Overview

Inventory Overview

The inventory overview window allows a quick access to view information on an item.

It is accessed in most windows where stock items are present

The icon that represents it is a blue item.

Inventory Overview icon

 

Fixed Asset Audit History Menu

Fixed Audit History

 Fixed assets represent all tangible assets owned or held under finance that are used

Search Tab allows the user to search by selecting from the following:

Fixed Asset Audit No – search by entering asses audit number

Debtor – search by selecting the debtor

Operator/Employee – search by selecting operator from the drop down arrow

Date From – search by selecting the date from which the audit search will run from

Warehouse – search by selecting the warehouse

Audit Status – search by selecting an audit status

Date To – search by selecting the date to, in order to limit the

Standard Tab

Audit Assets button –

Cancel –

Manual Import FAA Files –

Extras Tab

Upload – Upload a fixed asset of your choice.

Import – Import an already created Fixed Asset.

Print Tab

Print – The print button will print the currently selected Fixed Asset