Inventory Balance Dashboard

Use this dashboard to provide a detailed view of inventory balances based on SyteLine ERP data in Birst.

The dashboard supports review of on-hand inventory position and related balance attributes, including available quantity, reserved quantity, and inventory value or cost based on the selected criteria. The users can filter report by organisational and item dimensions such as entity, site, warehouse, location, and item, and investigate exceptions such as negative on-hand quantity, low availability, or unexpected reservations by using filtering, sorting, and drill-down on balance attributes.

These are the available columns:

Site
The business site associated with the inventory transaction. The site is the top-level grouping for the report, with data organized by site and then by warehouse by default.
Warehouse
The warehouse associated with the inventory transaction. The data is organized in the hierarchy of site order followed by warehouse order.
Location
The unique identifier of the item associated with the inventory transaction.
Item Number
The Item description from the item master for the item associated with the transaction.
Item
The lot or batch identifier stored in the inventory transaction, when the item requires lot or batch tracking.
On Hand Quantity
The unique identifier for the inventory transaction line.
Inventory Value
The posting date of the inventory transaction.
Unit Cost
The high-level transaction category as provided by the source.

These are the filters in this dashboard:

  • Entity
  • Site
  • Warehouse
  • Product Code
  • Location
  • Item
  • Nettable