Warehouse Inventory Report
Complete guide to managing inventory, transfers, expense orders, and approval workflows in OBS2GO.
Table of Contents
1. Overview
Introduction to the Warehouse Inventory Report
The OBS2GO Warehouse Inventory Report provides a comprehensive view of all products and materials across your warehouse locations. It enables businesses to track materials and products with real-time visibility into stock levels, manage transfers between warehouses, create expense orders, and maintain approval workflows for inventory operations.
Key Features
2. Report Interface
Understanding the inventory table layout
The inventory report displays products organized by categories and subcategories in a hierarchical tree structure. Each product row shows quantity information across all configured warehouse locations, with columns for total quantity, blocked quantity, and available quantity per warehouse.
Table Columns Per Warehouse
The total number of units available in this warehouse location, including blocked items.
Units that are reserved or on hold and not available for transfers or orders.
Units that can be transferred or included in orders. Calculated as QTY minus Blocked.
Example Table Structure
| Product | Warehouse 1 | Warehouse 2 | ||||
|---|---|---|---|---|---|---|
| Qty | Blocked | Available | Qty | Blocked | Available | |
| Product A | 150 | 20 | 130 | 75 | 0 | 75 |
| Product B | 50 | 10 | 40 | 200 | 50 | 150 |
Interface Features
Search & Filter
Quickly find products using the search bar. Filter by category, subcategory, or warehouse location.
Expand/Collapse
Toggle category groups to show or hide products. Use "Expand All" to view the complete inventory list.
Product Selection
Select multiple products using checkboxes to initiate transfers or create expense orders.
Quick Actions
Create transfers, expense orders, or purchase orders directly from the inventory view.
3. Warehouse Slips (IN/OUT)
Track incoming and outgoing inventory movements
Warehouse slips document all inventory movements into and out of warehouse locations. Each slip records the type of movement (IN or OUT), the products involved, quantities, and relevant metadata for complete traceability.
Incoming Slips
Record inventory additions from purchases, returns, production output, or transfers from other locations. Increases the available quantity in the target warehouse.
Outgoing Slips
Record inventory removals from sales, consumption, transfers to other locations, or write-offs. Decreases the available quantity in the source warehouse.
Slip Information
4. Warehouse Transfers
Move inventory between warehouse locations
Warehouse transfers enable the movement of products between different warehouse locations within your organization. This feature requires approval workflow to ensure proper authorization before transferring inventory.
Transfer Process
Transfer Modal Fields
| Field | Description |
|---|---|
| From Warehouse | Source warehouse location for the transfer |
| To Warehouse | Destination warehouse location |
| Owner | Staff member responsible for the transfer |
| Reason | Description or justification for the transfer |
| Approver | Manager who will approve the transfer request |
| Approval Code | 6-character code provided by the approver |
5. Expense Orders
Create orders for external companies
Expense orders allow you to create orders for products to be sent to external recipient companies. This feature integrates with the approval workflow and requires proper authorization before order creation.
Expense Order Details
- Recipient Company: Select the external company to receive the products
- Products: Choose products from your inventory with quantities
- Price Per Unit: Set the price for each product in the order
- Approval Code: Required authorization code from designated approver
Expense Items Configuration
Each expense order line item includes the following fields:
6. Approval Workflow
Authorization system for transfers and orders
The approval workflow ensures proper authorization for warehouse transfers and expense orders. The system uses unique approval codes that are validated against the exact products being transferred or ordered.
How It Works
Request Approval
User selects products and quantities, then clicks "Request Approval" and selects an approver from the staff list.
Approver Review
Approver receives notification and reviews the request in the Approvals panel, seeing all products, quantities, and prices.
Code Generation
When approved, a unique 6-character code is generated and associated with the exact product snapshot.
Code Validation
User enters the code to complete the operation. The system validates that products haven't been modified since approval.
Important: Product Changes Invalidate Codes
If products are added or removed after requesting approval, the existing approval code becomes invalid. A new approval must be requested with the updated product list.
7. Services
Warehouse service operations overview
The Services module provides a comprehensive overview of warehouse operations and service-related activities. It allows you to organize, track, and analyze various warehouse services to ensure efficient operations.
8. Obsolete Assets Tracking
Manage scrapped and obsolete inventory
This module helps you manage products that have been marked as obsolete or scrapped from warehouse inventory. It provides efficient tracking and disposal management for items that are no longer in active use.
Track Obsolete Items
Monitor products marked for disposal or write-off
Disposal Records
Maintain audit trail for scrapped inventory
Value Reporting
Track financial impact of obsolete inventory
9. Warehouse Inspection
Quality control and inventory auditing
The Warehouse Inspection feature enables systematic quality control checks and inventory audits. It helps maintain accurate stock records and ensures product quality standards are met.
Inspection Capabilities
Ready to Get Started?
Access the Warehouse module from your OBS2GO dashboard