Stock Reports

A number of default standard reports are available for you to use to monitor and manage your stock.

  1. Log in to .wms webUI.

  2. Click Stock on the top navigation bar then select a report type from the drop-down menu.

    Report name

    Description

    Actions to generate the report

    Data columns listed in the report

    Bin Contents

    To search a bin location and view ULDs and the contents of the ULDs currently stored in that location.

    The ULD Contents column displays each item code in the ULD as well as the current number of units in brackets for each item.
    Click a ULD barcode number to view details (Stock - ULD Management page) about the selected ULD.
    1. Select the Warehouse from the drop-down list.
    2. Enter the Bin Code.
    3. Click Search.

    Tenant

    ULD Barcode

    ULD Contents

    Bulk Replenishment By ULD

    Lists all bulk replenishments that are required, based on ULD.
    1. Select the Tenant from the drop-down list.
    2. Select the Warehouse from the drop-down list.
    3. Click Show.

    Item Code

    Item Name

    In Bulk Locations

    In Picking Locations

    On Shipping Jobs

    Picked for Shipping

    Replen Quantity

    Bin Code

    ULD Barcode

    ULD Quantity

    Empty ULDs

    Lists all ULDs which do not contain stock.

    Click a ULD barcode to go to the Stock - ULD Management page for more information.
    1. Select the Warehouse from the drop-down list.
    2. Click Search.

    Tenant

    ULD Barcode

    ULD Location

    Item Master Extract

    Lists all items recorded in your .wms database.

    When an item has more than one trade unit configured, multiple lines are displayed. Each line displays an individual trade unit.

    1. Select the Tenant from the drop-down list.

      By default, the report is generated for all tenants.

    2. Click Show.

    Tenant

    Item Group

    Item Code

    Item Name

    Item Weight

    Item Cubic

    Barcode

    Trade Unit Quantity

    Trade Unit Type

    Trade Unit height

    Trade Unit Width

    Trade Unit Depth

    Trade Unit Weight

    Orphan ULDs

    Lists all ULDs that are not in use.

    Tenants are listed along with the orphan ULD barcode.

    Click a ULD barcode to go to the Stock - ULD Management page.
    1. Select the Warehouse from the drop-down list.
    2. Click Search.

    Tenant

    ULD Barcode

    Pick Face Stock Levels

    For this report to generate, the minimum and maximum pick face values for an item must have been added to the item's master data record. If this has been done, the report makes recommendations to refill stock at the pick face or to transfer out stock if the pick face is overstocked.

    The Current Stock column displays the stock on hand value of the item in this location. This is not a consolidated total of the stock on hand for this item.
    The Min and Max columns display the minimum and maximum stock on hand levels that are to be maintained at this pick face.
    Click Stock Locations at the end of a row to review the stock locations so as to assist you with identifying where to refill stock from. Alternatively, if you are over the maximum stock on hand level then the stock locations can assist you with where you can transfer the stock to.
    Click Show All Items at the top of the page, if needed.
    Click Show Only Items With Recommendations to return to the default view.
    1. Select the Warehouse from the drop-down list.
    2. Click Select Warehouse.

    Bin

    Tenant

    Item Code

    Item Name

    Current Stock

    Min

    Max

    Suggested Action

    Actions: Stock Locations

    Replenishment Summary

    Lists items that need restocking or that are overstocked.

    The Action column lets you know whether an item needs to be refilled or it is overstocked or no action needs to be taken as the stock as at the correct level.

    Click a bin code to go to the Stock Reporting - Bin Contents page. Click an item code to go to the item details page.
    On the Stock - Replenishment Summary page, you can change the Min Bin Stock and Max Bin Stock amounts for an item.
    Click in the appropriate cell to overwrite the amount, then click .
    To create a replenishment order, tick the checkbox in front of the Bin Code column for each item that needs replenishing. Click Create Replenishment Orders.
    Tip: This is only available if the feature is enabled.
    1. Select the Tenant from the drop-down list.
    2. Select the Warehouse from the drop-down list.
    3. Click Show.

    Bin Code

    Item Code

    Min Bin Stock

    Max Bin Stock

    Bin SOH

    Picked for Orders

    Being Replenished

    Qty To Replenish

    Action

    Review Adjustments

    When an adjustment is raised by an operator on a RF scanner, it is included on the Stock - Review Adjustments Report to be approved.

    Adjustments can be triggered by cycle counts, countbacks or stock adjustments.

    The Stock - Review Adjustments page acts as a holding area allowing warehouse managers and supervisors the ability to review and approve and enact adjustments. An item's stock on hand value is not updated, until a pending adjustment has been approved.
    1. Select the Warehouse from the drop-down list.
    2. Select the Tenant from the drop-down list.
    3. Click Show Unapproved Adjustments.

    Warehouse

    Tenant

    Item Code

    Item Group

    Item Name

    ULD

    Location

    Adjustment Quantity

    Bin Quantity After Adjustment

    Transaction Type

    Comment

    User

    Timestamp

    Stock Movements

    Lists all inbound and outbound transactions for a specific item.

    Click a reference number in the data table of results to view more information on a shipment or receipt.

    Click a link in the Movement Document column to view more information on a shipment or receipt.

    The Cumulative Quantity column of the data table of results lists the running total for all the receipts and shipments for the product. The cumulative quantity is not the same as stock on hand.
    1. Select the Tenant from the drop-down list.
    2. Select the Warehouse from the drop-down list.
    3. Enter the Item Code for the product you are interested in.
    4. Enter the Batch Number and/or Serial Number, if needed.
    5. Enter or select the period you are interested in, in the From Date and To Date fields.
    6. Click Search.

    Warehouse

    Batch Number

    Serial Number

    Movement Type

    Movement Document

    Movement Date

    Movement Quantity

    Cumulative Quantity

    Stock On Hand By Bin Location

    Your warehouse's stock on hand, grouped by bin location.

    The Stock In Location column lists the number of units of this item in this bin location. This is the number of units in this bin and not an overall stock on hand value for the item.

    Click the bin code to go to the Stock Reporting - Bin Contents page. Click an item code to go to the Stock Reporting - Product ULD Locations page.
    1. Select the Warehouse from the drop-down list.
    2. Select the Tenant from the drop-down list.
    3. Click Show.

    Bin Code

    Bin Type

    Item Code

    Item Name

    Stock In Location

    Stock On Hand By ULD

    Your warehouse's stock on hand, grouped by ULD.

    The Stock In ULD column lists the number of units of the item in this ULD. The total is only for the units in this ULD. It is not a consolidated total of the stock on hand for the item.

    Click a ULD number to go to the Stock - ULD Management page.

    Click the bin code to go to the Stock Reporting - Bin Contents page.

    Click an item code to go to the Stock Reporting - Product ULD Locations page.
    1. Select the Warehouse from the drop-down list.
    2. Select the Tenant from the drop-down list.
    3. Click Show.

    ULD

    Bin Code

    ULD Status

    Item Code

    Item Name

    Stock In ULD

    Stock On Hand Snapshot

    Lists all stock for a specific tenant at a specific point in time.

    Click the item code to go item details page.

    1. Select the Tenant from the drop-down list.
    2. Enter or select the Snapshot Date.
    3. Click Search.

    Warehouse

    Item Code

    Item Name

    Stock Quantity

    Stock On Hand Summary

    Lists stock including a consolidated stock on hand total for each item.

    The Available To Promise column lists the number of units available for other orders. Click the item code to display the Stock Reporting - Product ULD Locations page.

    1. Select the Warehouse from the drop-down list.

      Select All Warehouses, if needed.

    2. Select the Tenant from the drop-down list.
    3. Click Show.

    Warehouse

    Item Code

    Item Name

    Stock On Hand

    On Open Orders

    Picked For Open Orders

    Available To Promise

    Stock ULD Location

    Lists all the ULDs where a specific item is located, how many units are in the ULD and the bin locations where this ULD is stored.

    ULDs marked as destroyed are not included in this report.

    The batch and serial numbers are used to refine the search.

    Click a listed ULD barcode for more details about the ULD and its history.

    The ULD Location column lists the bin location this ULD is currently stored in.

    The ULD Status column lists whether the ULD is in a bulk or picking status.

    The Quantity column list how many units of the item are contained in this ULD.
    1. Select the Tenant from the drop-down list.
    2. Select the Warehouse from the drop-down list.
    3. Enter the Item Code for the product you are interested in.
    4. Enter the Batch Number of the product.
    5. Enter the Serial Number of the product.
    6. Click Search.

    Warehouse

    Item Code

    Item Name

    Batch Number

    Serial Number

    Receipt Date

    ULD Barcode

    ULD Location

    ULD Status

    Quantity

    ULD Actions Log

    Lists all movement activity associated with a specific item/product.

    Click a ULD number or a transaction reference to view more information about a transaction.
    1. Select the Tenant from the drop-down list.
    2. Select the Warehouse from the drop-down list.
    3. Enter the Item Code for the product you are interested in.
    4. Click Search.

    Timestamp

    Warehouse

    ULD

    Location

    Item Code

    Item Name

    Transaction Quantity

    Transaction Type

    Transaction Reference

    Transaction Reference Type

    Transaction Comment
    User

    ULDs without Location

    Lists all ULDs in a specific warehouse which have not been assigned to a bin location.

    Click a ULD barcode to go to the Stock - ULD Management page for more information.
    1. Select the Warehouse from the drop-down list.
    2. Click Show.

    Tenant

    ULD Barcode

    Unused Bin Locations

    Lists all bin locations in a specific warehouse which do not have any items in them.
    1. Select the Warehouse from the drop-down list.
    2. Click Show.

    Bin Type

    Bin Code

    Warehouse Utilisation

    Lists how you have utilised your bin location space in your warehouse. The report displays a percentage value of the bins currently being used.

    Click a bin type to display a listing of bins which currently hold stock. On this report, click the bin code to display the Stock Reporting - Bin Contents page.

     

    Warehouse

    Bin Type

    Total Locations

    Locations in Use

    Available Locations

    Percent In Use

    Warehouse Utilisation By Tenant

    Lists how you have utilised your bin location space in your warehouse for a specific tenant.

    Click a bin type to view more information about the bin, such as ULD barcode and the contents of the ULD associated with the bin.
    1. Select the Tenant from the drop-down list.
    2. Click Show.

    Warehouse

    Bin Type

    Total Locations

    Locations in Use
See also