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Version: 8.2

Configuration of Stock Management app

Manage stocks with the Stock app. With the Stock app, perform following actions:

  • Locate stocks ;

  • Manage stock availability ;

  • Estimate stocks value and track any change ;

  • Identify future stock moves ;

  • Rectify stocks or their valuations.

note

Once the Stock app has been installed, the Stock and Tracking Number tabs will appear on a file.

Item file, Stock tab​

Access: Stock management → Products → open a product file

Stock managed​

The "Stock managed" checkbox on the Stock tab is activated by default on the product file. However, it can be deactivated. For example, some companies prefer to deactivate it for consumable products such as tape or cardboard boxes.

Inventory type​

The Inventory Type field is used to specify the type of inventory carried out on this product. Select "Yearly" or "Cycle counting".

Standard field​

The Standard field is a text field used to define the standard associated with the product.

info

The unit fields (stock, sales and purchases) are located on the Sales tab. moves and quantities are made and displayed in the stock unit.

Approval field​

Associate a product approval with this field.

You can define an approval list and associate it with a product. If necessary, specify that this approval requires an inspection on receipt. In this case, the "Control on receipt" box on the product is ticked and read-only.

  • Access: Manufacturing → Configuration → Product approvals.

  • You can either open the Approvals menu using search: press Ctrl + M to open the search bar or simply open the search bar manually. Type "Approvals".

  1. Create a new approval.

  2. Enter a code.

  3. Enter a name.

  4. Control on receipt : tick the "Control on receipt" box if the product requires checking on receipt. If this box is ticked, and you subsequently apply this approval to a product record, the box will be displayed in read-only mode in the Stock tab on the product file once the approval has been applied.

  5. If necessary, give a description.

  6. Once the approval has been created and saved, it can be selected in the "Approval" field on the Stock tab of a product file.

Control on receipt​

On the product file, in the Stock tab, the checkbox "Control on receipt" is used to indicate that the product requires an inspection on receipt.

This box is read-only on the product file, when an approval with a control on receipt is applied on the "Approval" field. However, if no approval is applied, the "Control on receipt" box will remain unchecked on the product file.

caution
  • If the "Control on receipt" box is ticked on the approval form, and this approval is subsequently applied to a product file, the box will be displayed in read-only mode in the Stock tab on the product file following the application of the approval.

However, as soon as no approval is applied to the "Approval" field, the "Control on receipt" box becomes unchecked.

  • Activate the stock configuration "Require conformity information for products with Control on Receipt type" in order to impose the selection of a conformity, when one of these products is received.

Access : Application config → Stock, configure → activate the option "Require to fill conformity for products ticked Control on Receipt".

Show all stock moves​

The "Show all stock moves" button is used to display all move lines on the product regardless of the move status.

Stock App Configurations​

Access : Application config → Apps management → Stock, configure

On the app Stock configurations page you will find many features that can be activated to better manage stock.

Enable product description copy​

With this option, copy the description of product files onto the description of stock move lines.

Require to fill conformity for products ticked "Control on Receipt"​

Activate the stock configuration "Require to fill conformity for products ticked "Control on Receipt"" in order to impose the control on receipt when one of these products is received.

Separate the shipment operations​

Access : Application config → Apps management → Stock, configure → activate the option "Separate the shipment operations"

Save the changes you have made and refresh the browser page.

This option adds the following menu entry:

  1. Availability Request in the Sales app. Once a sale quotation has been finalised and confirmed, and a delivery note has been generated, the form for a planned stock move will open. In the "Availability Request" menu, sales staff will be able to see which order has a delivery note and track its preparation.

Two options become available on the stock move file:

  • Availability request: this function enables the salesperson to decide which delivery note should be prioritised, taking into account its availability. The request will appear in Stock (Stock management → Customer deliveries → Customer shipments to prepare).

  • Picking order is edited : once the order has been prepared, the sales assistant can activate the "Prepared shipment" function. Activating it means that the order is ready to be dispatched. On the Stock move file, click on the "Complete" button to dispatch the order.

Require to fill the shipment information​

This option makes it mandatory to enter a supplier delivery note number when creating a product receipt.

Default unit​

This field is no longer used and will be removed in future versions.

Activate bar code generation for stock location​

When this feature is active, the system will display a serial number field in the stock location and an image field to insert a label. Once the serial number has been entered and saved, the corresponding label is created. To do this, you need to define the label type (barcode EAN_8, CODE_128, QR_CODE, etc.). It is also possible to define a type of barcode for each stock location.

Manage stock location on stock move lines​

With this feature active, the following information will be displayed :

  • A source stock location on delivery move lines based on the default value of the move source location. It's possible to change this location to one of its sub-locations.

  • A destination stock location on the move lines for receipts, which defaults to the move's destination location. This location can be changed by one of its sub-locations.

  • A source & destination stock location on internal move lines, which defaults to the value of the move's source & destination location. It is possible to change these locations by one of their sub-locations.

Tracking numbers & enable barcodes for tracking numbers​

Enable the "Activate bar code generation for tracking number" option.

Stock location & activate barcode​

  • In the Stock location section, enable the "Activate bar code generation for stock location" option. Activating this feature will allow to select the type of barcode which will be applied to the stock location. When this feature is active, it will make appear other features on the configuration page.

  • Activate the "Specify the barcode type by stock location" option in order to apply different types of barcode per location.