Item Flow Management Guide

How to use Item Flow Management in QBM to review and manage item movement flow where the screen is available.

Inventory & POS Inventory Flow End-User Guide

Overview

Item Flow Management supports detailed review of how selected items move through stock processes. It is useful when normal stock lists do not provide enough operational context.

Where To Find It

Path: Inventory > Item Flow Management

Access depends on the module, company setup, and security permissions assigned to the user.

How It Works

Users select the item or filter context, review the flow records, and use the information to understand movement, timing, or follow-up requirements.

Main Areas

Area What It Means When To Use It
Filters and search Limits the list to the records the user needs to review. Use it before opening records from a busy list.
Result list Shows matching records with key dates, references, names, and amounts. Use it to identify the correct record and compare activity.
Open and follow up Opens the selected record or leads to the next action. Use it when the list result needs more detail or action.

Recommended Workflow

  1. Open Item Flow Management from the inventory workflow.
  2. Select or search for the item being reviewed.
  3. Review the movement records and related references.
  4. Open source documents or reports when additional detail is needed.
  5. Use the findings for stock follow-up or operational review.

Best Practice

  • Use item flow review for investigation rather than routine browsing.
  • Compare movement records with transfer, adjustment, and sales documents.
  • Document unusual findings before making corrections.