Stock

Introduction

This application allows you to manage stocks and stock movements. Here you will find customer deliveries, supplier receipts and internal movements. The application manages backorders, returns and re-shipments. Deliveries can also be split. Stock management is multi-warehouse and tree-based. The application manages inventories and minimum stock rules. You can also start the CBN (net requirements calculation). Depending on the current stock situation, open orders, production requirements and established forecasts, the requirements calculation will generate purchase and/or production proposals that you can decide whether or not to approve.

• Keywords :
  • CBN: The net requirements calculation allows you to generate purchase and/or production proposals based on the current stock situation, open orders, production requirements and established forecasts, which you can decide whether or not to approve.
  • Remainder: if the quantities actually shipped/received differ from the planned quantities, a purchase order of the residual type will be automatically generated when the goods movement is carried out.
  • FIFO: it is a stock management rule that consists in picking goods from stock in chronological order of arrival.
  • LIFO: This is a stock management rule that consists of picking goods from stock that arrived last.
  • Stock rule: Allows you to define specific stock management rules, allowing you to automatically generate alerts, purchase orders or production orders when a minimum stock quantity is reached.
• Goods movements :
  • Customer deliveries: Displays all scheduled, current and completed customer deliveries. And allows you to plan new deliveries.
  • Customer returns: Displays all scheduled, current and completed customer returns. And allows you to plan new returns.
  • Supplier Receipts: Displays all scheduled, ongoing and completed supplier receipts. And allows you to plan new receptions.
  • Supplier Returns: Displays all scheduled, current and completed supplier returns. And allows you to plan new returns.
  • Internal movements: Displays all scheduled, current and completed internal goods movements. And allows you to plan new movements.
  • Mvt Stock Lines: Displays all lines of goods movements.
• Tracking number search: Allows you to search by tracking number for products and their stock location.
• Forecasts : Forecasts of the various goods movements:
  • Mvt. of production requirements: Forecasts of goods movements concerning production requirements (movements whose destination location is the production location).
  • Mvt. Production forecasts/ : Forecasts of planned production stock movements (movements whose source location is the production location).
  • Supplier receipts: Forecasts of supplier receipts.
  • Supplier returns: Supplier returns forecasts.
  • Customer deliveries: Forecasts of customer deliveries.
  • Customer returns: Forecasts of customer returns
• Inventories: Allows you to perform inventories by stock location.
• ABC Classification: Allows you to create and view ABC classifications for products, families or product categories.
• Product availability: Allows you to know the availability of products in stock on a stock location for a chosen period.
• Products: Allows access to the product repository.
• Logistics sheets: Allows you to create logistics sheets.
• CBN : Requirements Calculation Menu :
  • Requirements calculation: Allows you to start a requirements calculation on a selected stock/production bin.
  • Forecasts : Allows you to create stock movement forecasts that will be taken into account in the calculation of requirements.
  • Configuration: Work in process types: Allows you to create work in process types that will be displayed in the results of the requirements calculation.
• Stock locations: Displays the different stock locations and allows you to create new ones.
• Storage bin tree: Displays a tree view of the different storage bins.
• Reports :
  • General: General reports from the inventory management application.
  • Deliveries: Reports on customer deliveries.
• Configuration: Incoterms: Allows you to manage Incoterms / Stock rules: Allows you to create stock management rules / Tracking number: Displays all tracking numbers/lots / Transporter: Displays the different carriers used and allows you to create new ones / Transporter mode: Displays the different modes of carriers used and allows you to create new ones / Delivery mode : Displays the different delivery modes used and allows you to create new ones / Tracking No. configuration: Allows you to configure tracking numbers/lots / Customs nomenclature code: Displays the customs nomenclature code / Reason for cancellation: Allows you to create cancellation reasons for deliveries

Stock storage bins

Create a storage bin / warehouse

Stocks > Stock locations

Give a name to your location, then define a type: internal, external (supplier, customer) or virtual. The advantage of a virtual location is that it can have negative stocks. In the “Configuration” tab you can define if this stock will be usable for sales and/or purchases, and/or production, allowing you to automatically transfer information such as contact details, on sales, purchases and production documents. The “Countdown storage bin” option allows you to manage, from a sales order, a delivery from a storage bin that does not belong to you, for example that of a subsidiary of your group. If you activate the option “Include products without stock” this allows you to display products whose stock is at zero

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Initially, when creating a stock, everything is put into a virtual stock and transferred to a physical stock. Virtual stocks have the possibility to have a negative stock.

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You can define as many locations as you want and nest them together. You can then view a tree view of your storage bins via the submenu “Tree structure of stock holdings”.