Draft:Video Presentation (Dolibarr features) - Stock: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - Stock (view source)

Revision as of 07:32, 21 July 2020

453 bytes added ,  6 years ago
Updated EN storyboard
VisualWikitext
(First cut of EN storyboard)
 
(Updated EN storyboard)
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|The Stock management module saves the current quantity, status and movement of products that are stocked in warehouses.
|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.
|Show the list view of stocks.
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|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.
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|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 doing automatic replenishment.
|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 doing automatic replenishment.
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|Show a product detail screen. Click on the Stock tab to show it.
|Show a product detail screen. Click on the Stock tab to show it.
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|Once new stock arrives, click on the appropriate button to enter the new stock into the system. 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, choose a label and inventory code for the stock movement.
|Note that purchase orders and sales orders automatically update the product stock when the orders are fulfilled. For more information about purchase orders and sales orders, refer to the video tutorials about those modules.
|Demo Stock Correction using the "Correct Stock" button.
|Show a Purchase Order. Click on "Receive Items". Fill in and submit.
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|'''Stocks - Module Features'''
|'''Stocks - Module Features'''
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|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.
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|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.
|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.
|Demo Stock Transfer.
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|Note that if you have created product variants, then the stock correction and stock transfer options are available only on those variants.
|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.
|Show the buttons disabled for a product which has variants defined.
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|Show the previous entry showing up in the Movements list view.
|Show the previous entry showing up in the Movements list view.
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|Warehouses are locations where products are received at or stocked and shipped from.
|The "Mass stock transfer" menu option also allows you to move stock from one warehouse to another.
|Show the list of warehouses.
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|Mass stock transfer is another way to move stock from one warehouse to another.
|Show mass stock transfer. Click on record transfer and demo the feature.
|Show mass stock transfer. Click on record transfer and demo the feature.
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|"Replenishment" is a list of all products having stock that is lower than the desired stock. Choose a product by ticking the checkbox in order to create a purchase order to fill the difference. The complete process for creating purchase orders is presented in the respective video about Purchase Orders.
|"Replenishment" is a list of all products that have stock that is lower than the desired stock. Choose a product by ticking the checkbox in order to create a purchase order to fill the difference.
|Demo the replenishment feature.
|Demo the replenishment feature.
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Pradeepv
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