The Inventory section is used to maintain part records, review lot and quantity details, make controlled inventory adjustments, perform cycle counts, and run inventory reports.
What Inventory is for
Use Inventory when you need to review stock, maintain the inventory master, correct inventory through an approved adjustment workflow, schedule or perform cycle counts, or analyze inventory value, availability, expiration, and usage.
Inventory is not the normal place to receive purchase orders, ship sales orders, or complete work orders. Those workflows live in their own modules so PAX can keep inventory, lots, cost, status, and accounting history together.
Who can see Inventory
The Inventory dashboard section is visible to users with one of these roles:
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Some buttons and actions inside Inventory are role-limited. For example, bulk upload and reactivation actions are limited to higher-access users.
Dashboard options
| Button | What it opens |
|---|---|
Parts |
Opens the Inventory screen for searching part records, expanding item details, adding items, editing item setup, reviewing lots, deleting active items, and reactivating deleted items when permitted. |
Adjustments |
Opens the Inventory Adjustment screen for quantity, lot, unit conversion, new lot, and cost correction workflows. |
Cycle Counting |
Opens the Cycle Counting screen for schedule generation, count sessions, and completed count review. |
Reports |
Opens Inventory Reports. |
Operating discipline
Use the intended workflow for the real business event:
- Use receiving workflows for purchase order receipts.
- Use shipping workflows for customer shipments.
- Use manufacturing workflows for work order material issue and finished-good completion.
- Use Inventory Adjustments only when the correct action is a physical discrepancy, write-off, scrap, lot correction, unit conversion, sample/giveaway, new lot, or lot cost correction.
- Use Cycle Counting when a scheduled count should reconcile system quantity to a physical count.
Avoid changing part setup or inventory quantities just to force a report to look right. Inventory changes can affect availability, lot traceability, costing, and GL reconciliation.
What happens behind the scenes
Inventory part records store the master setup for each part, including source, UOM, product line, vendor setup, purchasing controls, price tiers, lot tracking, shelf life, and cycle count priority.
Lot and quantity records live separately from the part master. PAX uses those records to track lot quantity, expiration, country of origin, and cost components.
Inventory adjustments update lot quantity or lot cost through the adjustment workflow and record an inventory adjustment history row. PAX uses inventory adjustment posting automation for the accounting impact of quantity and value changes.
Cycle count submissions also use inventory adjustment behavior when the physical count differs from the system quantity.
Inventory reports read the current inventory and lot records. Running or copying a report does not update inventory, cost, lots, GL, or part setup.