Multi-Site Inventory Tracking

Multi-Site Inventory Tracking & Management

Artisan has many versatile built-in features that make managing your inventory across all of your locations easy. This article will explain how to get started using these features, along with a couple tips and tricks for managing your inventory. To get things started, you’re going to want to make sure tracking inventory quantities is enabled, and then enable tracking inventory by location.

Head to “Program Options.” Under “Inventory Handling Options,” expand the “Inventory Tracking Options” tab.

Set “Track Inventory Quantities” and “Track Inventory by Location” to “Yes.”

Once this functionality has been enabled, you now have the ability to view each item’s site-specific quantity on hand, and you can begin considering the next feature.

Per-Location Purchasing & Pending Receiving is a useful feature for sites that need their purchase orders and receiving to be specific to the site that they are located at. If this sounds like you, select yes in that drop down box.

Managing your Inventory

Once you have the features you want enabled, a good place to start managing inventory information for your items is from the Item Record screen in the Inventory Details tab.

Inside of this tab, you’ll have the ability to edit several properties specific to the item record you opened for each site listed in the locations section. Some of these properties are the quantity on hand (QOH), the reorder minimum, the reorder max, and finally, the reorder quantity. All of the functionality and item properties present inside of the Inventory Details tab, combined with Artisan’s multi-site features, will give you a complete control over your inventory for a particular item for each site, and it’s all editable from this very screen. This provides you with an extremely easy way to manage your inventory for each site.

You can click into the following fields in the above highlighted area to manage your inventory for the particular item record you have opened.

QOH, Reorder Min, Reorder Max, and Reorder Qty are all editable.

The Minimum Stock Level is the point at which an action occurs. When an item’s QOH falls below this number, a Purchase Request is generated in Artisan to bring your stock level to at least the Target Quantity.

If you must buy an item in specific quantities, enter that amount in the Minimum Reorder Quantity. For example, if at 10 units left in stock you want to order more items and want your inventory level to be around 25, and you must buy in groups of 5, then do the following. Set Minimum Stock Level to be 11, Maximum Stock Level to be 25, and Minimum Reorder Quantity to be 5.

It is your responsibility to check on the purchase requests on a regular basis. There is no alarm or notification that will pop-up in Artisan reminding you to do so. To modify these values, edit the fields highlighted in the screenshot below.

Customizing the Site Quantity on Hand Record Table

If you want to see more item fields added to the inventory record table, all you need to do is right click the table and select “Configure Columns.” This will open a screen to further customize your item inventory’s item record table. You’ll have the ability to add fields such as the item SKU, the case size, category, and the site (location). Simply click on the arrow buttons to add or remove these fields.

Inventory Transfers

Let’s go over a scenario regarding a store that has multiple sites: the main store and a warehouse. The main store might encounter a situation where they need to transfer inventory from the warehouse to their location. To transfer inventory from one of your sites to another, do the following. From the main screen, select “Inventory,” “Inventory Transfers,” and then option one, “Transfer Between Locations (Sites).”

From here, you will be prompted to provide Artisan with the sending and receiving sites.

After selecting your sending and receiving sites, you’re now able to use the inventory transferred from your alternative site to your main site.

Artisan also has useful a report that lists out a site’s inventory transfers. To access this report, go to “Reports,” “Inventory Reports,” and finally, “Inventory Transfer Reports.” All of Artisan’s inventory reports support multiple locations. When reporting inventory for a specific site, specify the location that you want to report for in the drop-down box labeled “Site.”

Selling Inventory from a Different Location

The first step is to configure the record table on the sales screen to include the Inventory Location. To do this, right-click and select “Configure Columns.” This opens a dialog for you to choose from a list of transaction fields that describe the sale you are completing. Find “Inventory Location,” highlight it, and select the right arrow to make it visible on your sales screen.

With this field added to the sales screen, you can sell inventory from a different location by selecting the location from the dropdown.

You can also select which location the item is being sold at.

For more information related to Inventory, please read through the following articles:

1.) https://certek.com/kb4/inventory-details-tab/

2.) https://certek.com/kb4/pending-stock-corrections/

3.) https://certek.com/kb4/inventory-activity-reports/