Advanced warehouse management - Revision history

Mgribaudo: Update

2026-03-25T10:32:25Z

Update

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	'''Unloading Warehouse''' Unloading warehouse (or destination if transfer)		'''Unloading Warehouse''' Unloading warehouse (or destination if transfer)

			'''Move Allocations''' If you use allocation management, this parameter allows you to define the behavior when transferring materials between warehouses.

			The possible values are:

			''None:'' The allocation is not considered

			''Both'': The allocation is transferred between warehouses

			''Load'': Only the loading warehouse uses the allocation

			''Unload'': The same applies to unloading

	'''BOM Explosion''' '''upon loading''' If enabled and if the product is a finished product with a BOM, it explodes the BOM and loads all components		'''BOM Explosion''' '''upon loading''' If enabled and if the product is a finished product with a BOM, it explodes the BOM and loads all components

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2026-03-05T12:27:48Z

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			{{DISPLAYTITLE:Module Advanced warehouse management}}
	{{TemplateDocDevEn}}		{{TemplateDocDevEn}}
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2026-03-05T12:19:37Z

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	\|editor=OPG		\|editor=OPG
	\|web=www.opigi.com		\|web=www.opigi.com
	\|webbuy={{LinkToPluginDownloadDoliStore\|keyword=~~opigi~~}}		\|webbuy={{LinkToPluginDownloadDoliStore\|keyword=opg}}
	\|status=Stable		\|status=Stable
	\|prerequisites=		\|prerequisites=

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	{{TemplateModuleInfo		{{TemplateModuleInfo
	\|modulename=DOLYWM warehouse movement management		\|modulename=DOLYWM warehouse movement management
	\|editor=~~DOLYWM~~		\|editor=OPG
	\|web=		\|web=www.opigi.com
	\|webbuy={{LinkToPluginDownloadDoliStore\|keyword=opigi}}		\|webbuy={{LinkToPluginDownloadDoliStore\|keyword=opigi}}
	\|status=Stable		\|status=Stable

Mgribaudo at 12:14, 5 March 2026

2026-03-05T12:14:51Z

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	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]]		[[Category:Complementary modules]]
			__INDEX__

Eldy at 15:26, 10 February 2026

2026-02-10T15:26:05Z

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			=Informations=
			{{TemplateModuleInfo
			\|modulename=DOLYWM warehouse movement management
			\|editor=DOLYWM
			\|web=
			\|webbuy={{LinkToPluginDownloadDoliStore\|keyword=opigi}}
			\|status=Stable
			\|prerequisites=
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			\|note=
			}}


	Component part of the [https://www.opigi.com/sito/doliwm-ecosystem/ DOLYWM – ECOSYSTEM projec]t, integrate and improve warehouse movement management.		Component part of the [https://www.opigi.com/sito/doliwm-ecosystem/ DOLYWM – ECOSYSTEM projec]t, integrate and improve warehouse movement management.

Mgribaudo: Inserted category

2026-02-06T10:35:11Z

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Mgribaudo: Created

2026-02-06T10:32:13Z

Created

New page

Component part of the [https://www.opigi.com/sito/doliwm-ecosystem/ DOLYWM – ECOSYSTEM projec]t, integrate and improve warehouse movement management.

Movements are managed through “''Warehouse movements''” identified by:

* a reason that defines their characteristics (loading and/or unloading warehouse, bom explosion, etc.).
* n lines that correspond to the individual warehouse movements.

This organization allows for::

* 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

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)

This module allow

* better organization and access to movements (for example, customized record numbering is possible)
* faster management
* 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)

Other features include:

* Inventory management (a load or discharge is created to balance the current stocks)
* Allocation and related inventory management
* Stock analysis function by allocation/lot
* Ability to generate loading or unloading lines from an Excel spreadsheet (requires the Import from Excel module)

== Usage ==

=== Warehouse Reason Management ===
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:

* Warehouse
* 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)

The definable parameters vary depending on the modules installed. They are:

'''Customer''' Used only if the Advanced Shipment module module is installed

'''Inventory''' Indicates whether the reason generates an inventory movement. The inventory generate a mouvement to a load or discharge a quantity to balance the current stocks

'''Loading Warehouse''' Warehouse where the goods are loaded (or origin if transfer)

'''Unloading Warehouse''' Unloading warehouse (or destination if transfer)

'''BOM Explosion''' '''upon loading''' If enabled and if the product is a finished product with a BOM, it explodes the BOM and loads all components

'''BOM Explosion for unloading''' The same applies to unloading. If both indicators are on, it is possible to transfer all the components of a list from one warehouse to another .

'''Use DDT Counter n.''' Used only if the [https://www.opigi.com/sito/documentation/advanced-shipments/ Advanced Shipment module] is installed. Refer to the specific document.

'''Exclude 1st row''' Used only if the [https://www.opigi.com/sito/documentation/importfromexcel/ Import from Excel module] is installed. Refer to the specific document.

'''Use supplier code''' 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''' ===
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:

* Enable management in setup
* Create the list of allocations in a dedicated table in the dictionaries

For each movement line, the allocation will be requested

=== Stock Analysis by Batch/Allocation ===
The module’s side menu contains an item that allows you to access this list.

The available functions are the classic Dolibarr ones.

*

=== '''Setup''' ===
The module setup allows the following settings

* '''Display Description''' Allows you to display or hide product descriptions in the transaction lines.
* '''Use Allocations''' Enables/disables the allocation management described above.
* '''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.

== 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.

← Older revision		Revision as of 10:35, 6 February 2026
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]]