MREPS – Multi-Warehouse Inventory Tracking & Stock Levels
The Inventory Tracking module in MRSware Desktop (EYOND.MRSware.Modules.Inventory) delivers enterprise-grade, multi-warehouse stock management for manufacturers' representative agencies, master stocking distributors, and factory consignment depots. It provides real-time visibility into quantity balances across physical locations, tracks inbound purchase orders versus allocated customer shipments, facilitates inter-branch stock transfers, manages audit-logged stock adjustments, and supports rapid batch updates through the full-screen Inventory Spreadsheet Form.
Press Ctrl+N to add an inventory item, Ctrl+E to edit, Del to delete, or choose Inventory → Edit in Spreadsheet to launch high-speed in-cell spreadsheet editing.
Multi-Warehouse Inventory Architecture
Unlike basic CRM systems that simply store part numbers, MRSware Desktop treats inventory as a live, location-aware transactional subsystem. Key architectural pillars include:
📍 Multi-Location Stock Tracking
Track stock across primary distribution centers, regional branch warehouses, consignment customer lockers, and mobile service vans via InventoryItemLocation mappings.
📊 Four-Tier Stock Balance Engine
Maintains real-time mathematical balances: On Hand, On Order (inbound purchase orders), Allocated (committed customer orders), and calculated Available for Sale.
🔄 Inter-Branch Stock Transfers
Transfer inventory between branches or consignments with automated audit ledger generation, tracking transit timestamps, origin, destination, and adjusting balances.
⚡ Full-Screen Spreadsheet Mode
High-throughput Janus GridEX spreadsheet grid with clipboard paste, column freezing, in-cell autocomplete dropdowns, and batch transactional commits.
Permissions & Desktop Navigation
Access to Inventory Tracking is governed by MRSware's granular security subsystem:
- Required Base Permission:
MRSware/Inventory– Grants view and search access to inventory lists, stock quantities, and preview panels. - Sub-Permissions:
MRSware/Inventory/Edit(enables Add, Edit, Adjust, Transfer, and Spreadsheet modes) andMRSware/Inventory/Delete(enables record removal).
To open Inventory Tracking, click the Inventory icon on the left Shortcut Bar or select Modules → Inventory from the main menu.
Inventory Items Table View & 3-Mode View Switching
The main inventory workspace (InventoryItemsForm.cs) supports zero-latency switching between three distinct layout views via toolbar buttons:
- Table View: High-density spreadsheet grid displaying Part Number, Description, Principal Line, Warehouse Location, Bin Code, On Hand, On Order, Allocated, Available, Unit Cost, and Total Inventory Value.
- Compact Cards: 2-line cards optimized for quick visual scanning of high-velocity SKUs with stock level badges.
- Multiline Cards: Rich cards displaying full item descriptions, location breakdowns, reorder indicators, and dockable HTML preview pane integration.
Add / Edit Inventory Item Details & Bin Locations
Opening an item (AddEditInventoryItemForm.cs) allows comprehensive definition of warehouse attributes:
- Part & Catalog Linkage: Part number, barcode/UPC, item description, and direct linkage to the Product Catalog (
CatalogItemId). - Manufacturer Principal: Contact selector associating the line with its authorized factory.
- Warehouse & Bin Mapping: Primary warehouse site, aisle, shelf, and bin location codes for warehouse picking efficiency.
- Valuation & Costing: Default Unit Cost, Average Cost, Replacement Cost, and List Price tiers.
- Reorder Parameters: Minimum Reorder Level, Safety Stock Quantity, and Standard Reorder Batch Pack Sizes.
Stock Level Calculations (On Hand, On Order, Allocated)
MRSware automatically computes available inventory using strict transactional arithmetic:
Available for Sale = Quantity On Hand + Quantity On Order - Quantity Allocated
When customer orders are booked in Orders & Invoices, stock is immediately earmarked as Allocated. When factory purchase orders are issued, stock is marked as On Order until received.
Stock Adjustments & Audit Reasons
To maintain physical count accuracy, select an item and choose Inventory → Adjust Stock. The dialog prompts for:
- Adjustment Quantity: Positive or negative quantity delta.
- Reason Code: Standardized tracking categories including Physical Recount, Damaged / Scrapped, Customer RMA Return, Sample Demonstration Dispatched, or Initial Warehouse Setup.
- Audit Ledger: Every adjustment logs a permanent
InventoryTransactionrecord with timestamp, user ID, prior balance, adjusted amount, and memo notes.
Multi-Branch Stock Transfers
For rep agencies with multiple stocking locations (e.g. main warehouse vs. satellite service branches), choose Inventory → Transfer Stock:
- Select Source Warehouse Location and Destination Warehouse Location.
- Enter the transfer quantity. MRSware verifies available stock at the source location before approving.
- Executes an atomic dual-entry transaction reducing source inventory and incrementing destination inventory in a single commit.
Inventory Spreadsheet Batch Entry
For high-volume monthly cycle counts or bulk catalog updates, launch the Trace & Inventory Spreadsheet Form (InventorySpreadsheetForm.cs):
- In-Cell Autocomplete: Dropdown columns for Warehouse Locations, Manufacturers, and Product Groups.
- Excel Copy & Paste (Ctrl+V): Paste large inventory counts directly from vendor spreadsheets.
- Column Freezing & Sorting: Freeze Part Number and Location columns on the left while updating physical counts on the right.
- Batch Transactional Save: Validates all modified rows and commits the entire batch in a single database transaction.
Inventory Best Practices for Reps
- Run Monthly Cycle Counts: Use Table View filtered by manufacturer line to perform rolling physical audits.
- Enforce Reason Codes: Never make silent inventory adjustments; always log an audit reason to prevent stock shrinkage.
- Link to Orders & Invoices: Ensure sales order line items reference active catalog inventory items so allocation quantities update automatically.