Overview
The Inventory Dashboard is your quick snapshot of what’s happening with your products.
On a single screen you can see:
how many items you have
their total stock value and selling value
how many items are out of stock, low on stock, or near expiry
a summary of purchase orders related to those products
It is a view‑only page designed for monitoring and decision‑making, not for editing items or quantities.
Key Features
1. Filters
Product Type – drop‑down (for example: Products).
Lets you choose which type of items you want to see on the dashboard.Date range – calendar field.
Controls the time period for the numbers shown, especially for purchase‑order‑related data.
2. Inventory Summary
Three large cards at the top show:
Number of Items – how many products match your current filters.
Stock Value (PHP) – value of those items at cost.
Selling Value (PHP) – value of those items at their selling price.
3. Product Details
A panel called Product Details lists key product health counts, for example:
Out of Stock – items with zero stock.
For Reorder – items that are ready or due to be reordered.
Low Stock – items close to their minimum level.
Near Expiry Items – items close to their expiry date.
A pie chart visualises these counts so you can see the mix at a glance.
4. Purchase Orders Summary
A panel called Purchase Orders shows:
Quantity Ordered – how many units are currently ordered in purchase orders within the selected date range.
Total Cost (PHP) – total cost value of those ordered quantities.
5. Export / Print
Icons in the top‑right corner of the dashboard allow you to:
Download the dashboard data (for example, to a file).
Generate a PDF / print view of the dashboard.
The exact output depends on how your browser handles these actions.
6. Modules Connected to the Inventory Dashboard
From the left navigation and module names, the Dashboard clearly depends on data maintained in other parts of the system, including:
Products & Services → Items List – defines the products that appear and their selling prices.
Inventory Management → Inventory Valuation – provides cost values used in Stock Value (PHP).
Inventory Management → Inventory Count – physical counts that correct stock levels.
Inventory Management → Adjust Stock – manual stock corrections that affect quantities.
Inventory Management → Stock Receive History – records incoming stock from deliveries.
Inventory Management → Inventory History – logs all stock changes that feed into current levels.
Inventory Management → Purchase Orders – drives Quantity Ordered and Total Cost (PHP).
Inventory Management → Stock Requisitions / Transfer Orders / Production – any movements here update stock levels, which are then reflected in the dashboard.
You don’t manage those modules from the dashboard, but any changes you make there will be reflected in the dashboard numbers.
Getting Started
Open the Inventory Dashboard
In the left menu, click Inventory Management.
Click Inventory Dashboard.
Review the filters at the top
Confirm the Product Type (for example, Products).
Check the Date range—it affects what you see, especially for purchase orders.
Scan the main blocks
Inventory Summary – overall counts and values.
Product Details – health of your items (out of stock, low stock, etc.).
Purchase Orders – purchase activity related to the selected products and date.
How to Use
A. Check overall stock position
Go to Inventory Dashboard.
Set Product Type to the item group you want to review.
Choose an appropriate Date range (for example, this month).
Look at:
Number of Items – how many products you’re managing.
Stock Value (PHP) – total inventory cost.
Selling Value (PHP) – potential selling value.
This gives you a high‑level picture of your inventory size and value.
B. Monitor out‑of‑stock and low‑stock items
On the Inventory Dashboard, check the Product Details panel.
Review the counts for:
Out of Stock
For Reorder
Low Stock
Near Expiry Items
Use these numbers to decide:
whether to create Purchase Orders for items that are out or low
whether to prioritise selling or moving near‑expiry items.
If many items are out of stock or low, you may need to adjust your ordering in the Purchase Orders and Stock Requisitions modules.
C. Review purchase order activity
On the same dashboard, look at the Purchase Orders panel.
Make sure the Date filter covers the period you want to analyse.
Read:
Quantity Ordered – total units ordered in that period.
Total Cost (PHP) – combined cost of those orders.
Use this summary to see whether your purchasing volume matches your stock position.
D. Compare inventory value over different periods
In Inventory Dashboard, keep Product Type the same.
Change the Date range to:
an earlier period (for example, last month).
then a more recent period (for example, this month).
Note how Stock Value (PHP) and Selling Value (PHP) change.
This helps you see trends in inventory build‑up or reduction over time.
E. Export or print the dashboard
Adjust Product Type and Date until the dashboard shows what you need.
Click the download icon to export the data.
Click the PDF/print icon to create a printable view.
Save or print using your browser’s standard options.
This is useful for management meetings or sharing with accounting and operations teams.
Troubleshooting
“Numbers don’t look correct”
Check the filters
Make sure Product Type is correct (for example, you might be viewing only a subset of items).
Confirm the Date range—you may be looking at a very short or very long period.
Check the source modules
If stock quantities seem off, review recent actions in:
Inventory Count
Adjust Stock
Stock Receive History
Transfer Orders / Production
If purchase totals seem off, check Purchase Orders for the same date range.
“Purchase Orders panel shows zero values”
Ensure the Date filter covers days when purchase orders were created or received.
Confirm that you are using the correct Product Type—some product types might not have POs.
If there are still no numbers, verify in the Purchase Orders module that orders actually exist for that period.
“Out of Stock / Low Stock count is higher than expected”
Check whether some items have:
incorrect minimum stock levels or reorder settings in Items List or related product configuration.
not been updated after stock was received (for example, deliveries not processed).
Review Stock Receive History and Inventory History to see if stock was received and applied correctly.
“Exported file doesn’t match what I see”
Confirm that you exported after setting the correct Product Type and Date filters.
Some exports may include all available fields, even if some are not highlighted on screen—that is expected.
By using the Inventory Dashboard together with Inventory Count, Inventory Valuation, Stock Receive History, Inventory History, and Purchase Orders, you get a complete picture of your stock levels, values, and purchasing activity—all in one place.