59
edits
Advanced warehouse management: Difference between revisions
Jump to navigation
Jump to search
m
Inserted category
(Created) |
m (Inserted category) |
||
| Line 3: | Line 3: | ||
Movements are managed through “''Warehouse movements''” identified by: | Movements are managed through “''Warehouse movements''” identified by: | ||
* a reason that defines their characteristics (loading and/or unloading warehouse, bom explosion, etc.). | *a reason that defines their characteristics (loading and/or unloading warehouse, bom explosion, etc.). | ||
* n lines that correspond to the individual warehouse movements. | *n lines that correspond to the individual warehouse movements. | ||
This organization allows for:: | This organization allows for:: | ||
* a better organization and access to movements (for example, customized numbering of records is possible) | *a better organization and access to movements (for example, customized numbering of records is possible) | ||
* faster management: the warehouse is pre-set and there is the option to delete records (and therefore movements) and restore stock levels | *faster management: the warehouse is pre-set and there is the option to delete records (and therefore movements) and restore stock levels | ||
Ability to perform complex movements, loading, unloading, transfers, breakdowns of lists, etc. (for example, it is possible to unload all the components of a list or transfer them from one warehouse to another for production) | Ability to perform complex movements, loading, unloading, transfers, breakdowns of lists, etc. (for example, it is possible to unload all the components of a list or transfer them from one warehouse to another for production) | ||
| Line 15: | Line 15: | ||
This module allow | This module allow | ||
* better organization and access to movements (for example, customized record numbering is possible) | *better organization and access to movements (for example, customized record numbering is possible) | ||
* faster management | *faster management | ||
* deletion of records (and therefore ''movements'') with stock replenishment | *deletion of records (and therefore ''movements'') with stock replenishment | ||
* complex movements, loadings, unloadings, transfers, BOM explosions, etc. (for example, it is possible to unload all the components of a BOM or transfer them from one warehouse to another for production) | *complex movements, loadings, unloadings, transfers, BOM explosions, etc. (for example, it is possible to unload all the components of a BOM or transfer them from one warehouse to another for production) | ||
Other features include: | Other features include: | ||
* Inventory management (a load or discharge is created to balance the current stocks) | *Inventory management (a load or discharge is created to balance the current stocks) | ||
* Allocation and related inventory management | *Allocation and related inventory management | ||
* Stock analysis function by allocation/lot | *Stock analysis function by allocation/lot | ||
* Ability to generate loading or unloading lines from an Excel spreadsheet (requires the Import from Excel module) | *Ability to generate loading or unloading lines from an Excel spreadsheet (requires the Import from Excel module) | ||
== Usage == | ==Usage== | ||
=== Warehouse Reason Management === | ===Warehouse Reason Management=== | ||
Reasons allow you to define the behavior of recordings by defining the loading and/or unloading methods and the warehouses involved. | Reasons allow you to define the behavior of recordings by defining the loading and/or unloading methods and the warehouses involved. | ||
They can be of 3 types: | They can be of 3 types: | ||
* Warehouse | *Warehouse | ||
* Orders (creating a reason from this family generates a new entry in the Shortcuts of the customer orders menu) | *Orders (creating a reason from this family generates a new entry in the Shortcuts of the customer orders menu) | ||
* Delivery Notes (creating a reason generates a new entry in the Shortcuts of the advanced shipping menu) | *Delivery Notes (creating a reason generates a new entry in the Shortcuts of the advanced shipping menu) | ||
The definable parameters vary depending on the modules installed. They are: | The definable parameters vary depending on the modules installed. They are: | ||
| Line 60: | Line 60: | ||
'''File Routine''' Used only if the [https://www.opigi.com/sito/documentation/importfromexcel/ Import from Excel module] is installed. Refer to the specific document. | '''File Routine''' Used only if the [https://www.opigi.com/sito/documentation/importfromexcel/ Import from Excel module] is installed. Refer to the specific document. | ||
=== '''Allocation Management''' === | ==='''Allocation Management'''=== | ||
As mentioned, it is possible to manage the details of the allocations (departments, shelves, etc.) where the goods are stored within individual physical warehouses. | As mentioned, it is possible to manage the details of the allocations (departments, shelves, etc.) where the goods are stored within individual physical warehouses. | ||
To enable this management, you must: | To enable this management, you must: | ||
* Enable management in setup | *Enable management in setup | ||
* Create the list of allocations in a dedicated table in the dictionaries | *Create the list of allocations in a dedicated table in the dictionaries | ||
For each movement line, the allocation will be requested | For each movement line, the allocation will be requested | ||
=== Stock Analysis by Batch/Allocation === | ===Stock Analysis by Batch/Allocation=== | ||
The module’s side menu contains an item that allows you to access this list. | The module’s side menu contains an item that allows you to access this list. | ||
| Line 77: | Line 77: | ||
* | * | ||
=== '''Setup''' === | ==='''Setup'''=== | ||
The module setup allows the following settings | The module setup allows the following settings | ||
* '''Display Description''' Allows you to display or hide product descriptions in the transaction lines. | *'''Display Description''' Allows you to display or hide product descriptions in the transaction lines. | ||
* '''Use Allocations''' Enables/disables the allocation management described above. | *'''Use Allocations''' Enables/disables the allocation management described above. | ||
* '''Hide Custom Fields''' Hides custom fields on transaction lines. | *'''Hide Custom Fields''' Hides custom fields on transaction lines. | ||
Finally, the page includes a [Recalculate Inventory] button that allows you to recalculate inventory, lots, and allocations based on current transactions. | Finally, the page includes a [Recalculate Inventory] button that allows you to recalculate inventory, lots, and allocations based on current transactions. | ||
== Note to programmers == | ==Note to programmers== | ||
If the [https://www.opigi.com/sito/documentation/importfromexcel/ Import from Excel module] is installed, the “''ExcelAddLine”'' hook is available which allows you to manage imports in complex situations. | If the [https://www.opigi.com/sito/documentation/importfromexcel/ Import from Excel module] is installed, the “''ExcelAddLine”'' hook is available which allows you to manage imports in complex situations. | ||
[[Category:Complementary modules]] | |||