Retrieving a Product Stock Quantity from a warehouse

You can view the Product Stock details on the Products screen in the CRM mobile application.

To retrieve the Product Stock details for a warehouse:

  1. Access the Location Maintenance page.
  2. Specify this information:
    Active Flag
    Location
    The location of the Warehouse.
    Description
    The description of the warehouse.
    ID
    The unique identification code of the warehouse.
    Name
    The name of the warehouse
    Status
    The status of the warehouse.
    Accounting Entity
    The accounting entity linked to the warehouse.
    External ID
    Logical ID
    Unique ID
    Variation ID
    Location Type
    The location type for the Product Stock.
    Note: By default, this field is set to Warehouse. If Location Type is set to a value other than Warehouse and the Track Available Quantity check box is cleared, the stock quantity of the items in the Warehouse cannot be retrieved.
    Transit Flag
    Select this check box to indicate the product in transit.
    Sale Flag
    Select this check box to indicate the product as a sale.
    Track Available Quantity
    Select this check box to track the available quantity of the products.
    Note: You can select this check box to retrieve the available product stock from the central warehouse.
  3. Access the ION API Suites page and click Methods. The New Background Task is created which triggers M3 API to retrieve the item warehouse balance for the selected warehouse.
  4. Access the CRM Admin portal.
  5. Access the Active Background Tasks page.
  6. Specify <CRMUpdateWhseProductAvailableStock> background task in the Task Name to open the task.
  7. Verify the information in the Recurrence section and update the schedule to your preferred execution time.
    Note: 
    • If the Client Time Zone Process Default check box is selected, the date and time is based on your local time zone.
    • The background job is performed every 5 minutes daily and is expected to have a task failed error until the hour set at the start time of the update of stocks. The actual trigger of update of stocks is performed only within the hour set at the start time of the job.
  8. Access the Active Background Tasks page and select the background task to verify the task details.
  9. Verify the data in the Recurrence, Frequency and Recurrence Range sections for the task.
  10. Verify the value in the Stock Quantity field on the POS product lookup window, in the mobile app.