Draft:Video Presentation (Dolibarr features) - Stock
(Draft page, no need to be translated)
Story board for Module Stocks:
Video Title: Stocks in Dolibarr
|Voice Over||Visuals in the Video|
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Stocks module in Dolibarr.||Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)|
|Activate the module Stocks from menu Home - Setup - Modules. You may also want to activate the module "Product Lots". The Products module is activated automatically when the Stocks module is activated.||Go on menu Home - Setup - Modules, scroll to Stocks module and show you can switch on/off the module. Enable also the module "Stock" and "Product Lots".|
|Grant permission on the "Stocks" and "Products" modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"||Show the module permissions and enable the permissions.|
|The Stock management module saves the current quantity, status and movement of products that are stocked in warehouses. Apply the "Stock too low" filter to view products having stock less than the desired stock.||Show the list view of stocks.|
|You can create a warehouse from the respective menu. A warehouse is a location where products are received at; or stocked and shipped from.||Show creating a warehouse.|
|While creating a product, the stock allocation parameters are also captured. Choose a default warehouse where the product is usually stocked. Specify a stock limit if you want to be notified when the stock limit is reached. Specify the desired quantity you want to get when performing automatic replenishment.||Demo product creation screen and input the fields mentioned in the voice over.|
|For any product, the stocking information is available under the "Stock" tab. This includes all stocking parameters as well as warehouses.||Show a product detail screen. Click on the Stock tab to show it.|
|Each product has 2 values of sock. Real stock, which is also known as physical stock, and virtual stock.
Real stock is the real quantity you have in your warehouse. Virtual stock is the stock you will have once all pending operations that influence the stock will be processeed, such as pending orders, shipments, manufacturing orders etc.
|Show the 2 fields on a given product|
|Purchase orders, sales orders, shipments, and invoices can automatically update the virtual product stock or the real stock when the orders, shipments or invoices are fulfilled. The processes that change stocks depends on your setup of the "Stock: module. You must choose the setup according to your needs.||Show the setup page of module Stock to list all option to increase and decrease stock.|
|Stocks - Module Features|
|When new stock arrives, or when any stock leaves the warehouse, click on the appropriate button to update the stock by means of stock correction. Choose the warehouse, and choose whether to add or delete stock. Enter the number of units and unit purchase price. If the module "Project" is enabled, you can choose a project. Finally, enter a label and inventory code for capturing the stock movement.||Demo Stock Correction using the "Correct Stock" button.|
|You can transfer stock from one warehouse to another by clicking on the appropriate button. Choose the source warehouse, the target warehouse and the number of units to be transferred.||Demo Stock Transfer.|
|Note that if you have created product variants, then the stock correction and stock transfer options are available only on those product variants and not on the original product.||Show the buttons disabled for a product which has variants defined.|
|Stock correction and stock transfer are considered as stock movements and can be tracked from the "Movements" list view.||Show the previous entry showing up in the Movements list view.|
|The "Mass stock transfer" menu option allows you to move stock from one warehouse to another.||Show mass stock transfer. Click on record transfer and demo the feature.|
|"Replenishment" is a list of all products that have stock that is lower than the desired stock. Choose a product by ticking the checkbox to create a purchase order to fill the difference.||Demo the replenishment feature.|
|There are also plenty of other features that can be enabled from the module "Setup". Also, like most other Dolibarr modules, you can add your own custom fields to describe your product stock, define default values or mandatory fields and you can use the import or export modules to import or export your product stock database.||Show custom field creation|
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.||The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).|
TODO: Add inventory features when available in stable version (ignored for the moment).
TODO: Add feature stock at date (ignored for the moment).