Stock
Introduction
With the Stock module, you can:
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View products (to check stock levels);
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Correct stock levels;
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Track internal stock movements;
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Make and track customer deliveries;
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View supplier receipts;
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Carry out inventories.
Stock Module Features
Stock Module Settings
Access: Application config → Apps management → Axelor Mobile Settings → open the Stock tab
In the web application, open Axelor Mobile Settings. Click on the Stock tab to configure the Stock module.
In the Stock module settings, enable one or more options.
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Enable default stock location management: the “Enable default stock location management” option allows you to manage the default stock location.
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Enable validation: enable this option to perform validation. There are two possibilities:
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On inventories: if enabled, allows validation when performing inventory.
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On stock corrections: if enabled, allows validation when performing stock corrections.
- Enable line addition: enable this option if you want to add lines. Lines can be added in two cases:
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On customer deliveries: if enabled, allows lines to be added when a customer order is delivered.
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On supplier arrivals: if enabled, allows lines to be added when supplier orders are received.
- Enable line verification: enable line verification. There are four options:
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On customer deliveries: upon delivery of a customer order.
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On internal moves: during internal movements.
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On supplier arrivals: upon receipt of supplier orders.
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On inventories: when performing inventory.
Product display
These are the same indicators as on AOS with a detailed view when clicked.
Search bar: when you are on the product page, you can search in the search bar by entering: the code / serial number / name.
Stock location: once you have found a product, you can use the filter on a stock location.
See distribution by stock location: click here to view the distribution by stock location.
Product details: click on the product to open the “Product details” page. Here, you can view the units and the type of stock unit (for purchase, sale, and stock). You can also view the Packaging and Description. Click on the “Variants” button to display all the variants available for this product.
Stock corrections
Access: Stock → Stock correction
In the Stock module, you can always use the stock correction feature. Open the “Stock correction” menu.
To create a new stock correction:
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+: Click on the + icon at the top right of the Stock Correction page to create a new correction.
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Validate/Save: the Stock Correction page will open. Click on “Validate” to validate it (configurable from the web application settings). Then click on “Save.”
Internal movements
In addition, it is possible to perform and track internal stock movements. Open the “Internal Movements” page.
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Search bar: at the top of the page is the search bar (Ref), which allows you to search for the movement using its reference number.
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+: if you want to create a new internal movement, click on the + icon.
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Internal move line: when you open the internal move page, you will be able to search for the internal move line using the serial number / code / product name / sequence / serial number of the tracking number.
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Pencil icon: click on the pencil icon on the internal movement form if you want to make a stock correction.
Internal move: a functional example
Access: Stock → Internal move → click on + to create a new internal movement
Open the internal move form.
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Select an origin location. For example, “Main warehouse.”
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x: if you want to delete the line, click on the x icon.
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View all: click on “View all.” Check or uncheck the included products.
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Add: once you have added your first product, click on the “Add” button to add another product and continue on the internal movement page.
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Finish: click on the “Finish” button to add the product and move on to the next step.
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Destination location: next, select the destination location. You can always click on the “Add” button (to return to adding a line).
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Realize: Click on the “Realize” button to execute the movement.
Inventories
Access: Stock → Inventory
You can also view inventories. Open the “Inventory” menu.
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Search bar: at the top, you will find the search bar. Search for the inventory using the reference number.
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Searching for a line: on an inventory sheet, search for the line using the serial number/code/product name/sequence/tracking number serial number.
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+: click on the + icon if you want to add a new inventory line (configurable from the web application settings).