Tous les manuels

The Inventory module

The catalogue, the warehouses, every movement and its reason, counts, reorder planning and what the stock is worth — followed on one material.

19 étapes

Voir en entier

Le parcours complet, sans commentaire audio.

Étape par étape
  1. 1 · One catalogue for everything

    Raw materials, finished goods, spares — all items in one list. What differs is what each one is FOR.

    1

    Stock value, low stock, and the search

    The three figures at the top answer: what do we hold, what is it worth, and what is about to run out.

    Stock value, low stock, and the search
  2. 2

    More filters

    Price band, unit, assembled kits, serial-tracked, has a picture, has a reorder point. The count on the button tells you a filter is still on.

    More filters
  3. 2 · Where things are

    Stock is per warehouse, never one company-wide number — that is what stops you promising goods that are in another city.

    3

    Press New warehouse

    Press New warehouse
  4. 4

    Name, short code, address

    The code is what appears on documents where a full name will not fit.

    Name, short code, address
  5. 5

    Save the warehouse

    Save the warehouse
  6. 6

    Bin locations, inside a warehouse

    Aisle, rack, shelf. Useful when a store is big enough that 'it is in the warehouse' is not an answer.

    Bin locations, inside a warehouse
  7. 3 · Moving stock between stores

    A transfer is two movements in one action: out of one store, into the other, at the same instant.

    7

    Find the material and press Transfer

    Aluminium facing foil — 300 m² moving to the new yard.

    Find the material and press Transfer
  8. 8

    From where, to where, how much

    The system refuses if the source store does not hold that much — you cannot move stock that is not there.

    From where, to where, how much
  9. 9

    Press Transfer

    Press Transfer
  10. 4 · Every movement, and why

    Open an item and you see its whole history: received, consumed, sold, adjusted — each with the document behind it.

    10

    Stock by warehouse, and the movements tab

    The 300 you just transferred appear as two lines — one out, one in.

    Stock by warehouse, and the movements tab
  11. 5 · Counting what is really there

    Books say one thing, the shelf says another. A count is how you find out — and it writes the difference as a movement, not a silent edit.

    11

    Press New count

    Press New count
  12. 12

    Pick the store and start

    The count freezes what the books say, so the storekeeper can write real numbers beside them.

    Pick the store and start
  13. 13

    Enter what was actually counted

    Type the counted quantity against each line. What differs becomes an adjustment, with the count as its reason.

    Enter what was actually counted
  14. 6 · Adjustments and what they cost

    Every adjustment carries a reason: count correction, damage, expiry, theft, sample, return, opening balance.

    14

    Stock lost, by reason

    In and out are kept apart on purpose: a month with 50 found and 50 damaged is not a quiet zero.

    Stock lost, by reason
  15. 7 · Buying before you run out

    The reorder report is the list purchasing works from — anything under its reorder point, with how much to buy.

    15

    What is below its point

    Set the reorder point on the item; this screen does the watching.

    What is below its point
  16. 16

    Replenishment planning

    The same question over a horizon: with what is on order and what production will consume, when do we actually run short?

    Replenishment planning
  17. 8 · What the stock is worth

    One method for the whole workspace — average, FIFO or standard — so the list and the report can never disagree.

    17

    Valuation, item by item

    View it by another method to compare, then 'use this everywhere' if you decide to change — the item list follows.

    Valuation, item by item
  18. 9 · Goods with a shelf life, and goods that are checked

    Batches with expiry dates, and quality checks that stop material being used before it is passed.

    18

    Expiry tracking

    What expires soonest leaves first, and what has expired is flagged rather than quietly used.

    Expiry tracking
  19. 19

    Quality checks

    A supplier marked 'requires inspection' means received goods wait here before anyone can consume them.

    Quality checks

Enregistré sur un espace de démonstration. Les chiffres sont fictifs, les écrans sont réels.