Module Stocks En - Revision history

Eldy: /* Warehouse strategy and valuation */

2021-05-11T22:07:27Z

Warehouse strategy and valuation

← Older revision		Revision as of 22:07, 11 May 2021
Line 79:		Line 79:

	Currently, Dolibarr does not suggest any product lot or warehouse by priority when you ship a product.		Currently, Dolibarr does not suggest any product lot or warehouse by priority when you ship a product.
	You choose from the interface which product/lot quantity, from which warehouse you ~~use~~. So the removal strategy is a manual selection by the user. You can choose according to FIFO, LIFO, or FEFO, at each shipment.		You choose from the interface which product/lot quantity, from which warehouse you will make the movement. So the removal strategy is a manual selection by the user. You can choose according to FIFO, LIFO, or FEFO, at each shipment.

	In a future, a removal strategy may be implemented so the application will use a default choice to suggest the lot/serial/warehouse/qty to match a default removal strategy rule.		In a future, a removal strategy may be implemented so the application will use a default choice to suggest the lot/serial/warehouse/qty to match a default removal strategy rule.

Thecyyoung: /* Removal strategy */

2021-05-01T09:25:54Z

Removal strategy

← Older revision		Revision as of 09:25, 1 May 2021
Line 16:		Line 16:
	userdoc=This page\|}}		userdoc=This page\|}}

	= Introduction =		=Introduction=
	The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products.		The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products.

	It provides also features like Replenishments and Inventories.		It provides also features like Replenishments and Inventories.

	= Installation =		=Installation=
	{{NoInstallModuleEn}}		{{NoInstallModuleEn}}

	= Configuration =		=Configuration=
	{{ActivationModuleEn}}		{{ActivationModuleEn}}

	The setup page allows you to choose from four options, when the stock is automatically incremented or decreased (depending on events in the order or invoice business process).		The setup page allows you to choose from four options, when the stock is automatically incremented or decreased (depending on events in the order or invoice business process).

	= Definition =		=Definition=
	*'''Physical stock''' is the quantity of products in the warehouses.
			*'''Physical stock''' is the quantity of products in the warehouses.
	*'''Virtual stock''' is the physical stock we will have once all pending sale, purchase and manufacturing orders will be done (so current real stock MINUS the number of products ordered by customers (orders with status "validated") PLUS the quantity ordered from suppliers (orders with status "sent to the supplier") MINUS quantity of product to consume in Manufacturing Orders PLUS quantity of product to produce in Manufacturing Orders (if you use them).		*'''Virtual stock''' is the physical stock we will have once all pending sale, purchase and manufacturing orders will be done (so current real stock MINUS the number of products ordered by customers (orders with status "validated") PLUS the quantity ordered from suppliers (orders with status "sent to the supplier") MINUS quantity of product to consume in Manufacturing Orders PLUS quantity of product to produce in Manufacturing Orders (if you use them).

	= Create a warehouse =		=Create a warehouse=
	The creation of a warehouse is the mandatory first step for stock management. You can create a warehouse on the ''Products/Services'' tab, clicking ''Stocks'' on the left menu and then ''New warehouse stock''. The only required information is a reference code and a warehouse name, the other fields are optional. You must then set whether the warehouse is active or not (opened / closed). A closed warehouse cannot be used by other Dolibarr functions. This is a good way to prepare a warehouse with stock before you activate it, or to temporarily block stock movements during an inventory.		The creation of a warehouse is the mandatory first step for stock management. You can create a warehouse on the ''Products/Services'' tab, clicking ''Stocks'' on the left menu and then ''New warehouse stock''. The only required information is a reference code and a warehouse name, the other fields are optional. You must then set whether the warehouse is active or not (opened / closed). A closed warehouse cannot be used by other Dolibarr functions. This is a good way to prepare a warehouse with stock before you activate it, or to temporarily block stock movements during an inventory.

	= Allocate product stocks =		=Allocate product stocks=

			*This has to be done from the ''stock'' tab on the page of the product, which can be found on the ''products'' section of the left menu.
			*You can also do this from the ''stock'' tab on the page of the warehouse.

	* This has to be done from the ''stock'' tab on the page of the product, which can be found on the ''products'' section of the left menu.
	* You can also do this from the ''stock'' tab on the page of the warehouse.
	For multiple updates of stock, the import process should be used.		For multiple updates of stock, the import process should be used.

	= Automatic stock updates =		=Automatic stock updates=

	Depending on the module configuration, the stock is updated either at the time of an order, at the time of shipment, at the time of invoice, etc.. A movement of stock is then registered according to the chosen increase/decrease stock option.		Depending on the module configuration, the stock is updated either at the time of an order, at the time of shipment, at the time of invoice, etc.. A movement of stock is then registered according to the chosen increase/decrease stock option.

	= Manual stock updates =		=Manual stock updates=

	If you wish to make adjustments to the existing stock amounts (because of internal production, theft, loss, aging, ...), you can do it directly via :		If you wish to make adjustments to the existing stock amounts (because of internal production, theft, loss, aging, ...), you can do it directly via :

	* the tab "Stock" of a product.		*the tab "Stock" of a product.
	* the tab "Stock movement" of a warehouse.		*the tab "Stock movement" of a warehouse.

	Use the button "Correct Stock" or "Transfer Stock" if you want to manually move some products from one warehouse to another one. Enter a code and label for the moment (for example to set the reason for the change).		Use the button "Correct Stock" or "Transfer Stock" if you want to manually move some products from one warehouse to another one. Enter a code and label for the moment (for example to set the reason for the change).


	= Replenishment =		=Replenishment=

	The replenishment is a feature to generate orders for suppliers so your stock will be restored to a desired value.		The replenishment is a feature to generate orders for suppliers so your stock will be restored to a desired value.

	= Inventories =		=Inventories=

	From menu Stocks - Inventories, you will find features to make an inventory.		From menu Stocks - Inventories, you will find features to make an inventory.
	See page [[Inventories]] for documentation on how to make an inventory.		See page [[Inventories]] for documentation on how to make an inventory.

	= Warehouse strategy and valuation =		=Warehouse strategy and valuation=

	It is possible to obtain a detailed list of products and movements in a specific warehouse by clicking on the name from the list of warehouses.		It is possible to obtain a detailed list of products and movements in a specific warehouse by clicking on the name from the list of warehouses.

	== Removal strategy ==		==Removal strategy==
	When using stock decrease on shipments, a removal strategy is a removal rule to decide which lot/batch/serial, or from which warehouse you take a product when you are doing a shipment.		When using stock decrease on shipments, a removal strategy is a removal rule to decide which lot/batch/serial, or from which warehouse you take a product when you are doing a shipment.
	* FIFO: First in, first out
	* LIFO: Last in, ~~last~~ out		*FIFO: First in, first out
	* FEFO: First expiry, first out		*LIFO: Last in, first out
			*FEFO: First expiry, first out

	Currently, Dolibarr does not suggest any product lot or warehouse by priority when you ship a product.		Currently, Dolibarr does not suggest any product lot or warehouse by priority when you ship a product.
Line 80:		Line 83:
	In a future, a removal strategy may be implemented so the application will use a default choice to suggest the lot/serial/warehouse/qty to match a default removal strategy rule.		In a future, a removal strategy may be implemented so the application will use a default choice to suggest the lot/serial/warehouse/qty to match a default removal strategy rule.

	== Stock valuation ==		==Stock valuation==
	With Dolibarr, you can get a valuation of stock in two ways:		With Dolibarr, you can get a valuation of stock in two ways:
	* Standard valuation: Current price of product * qty in stock
	* Average Weight Price (AWP): AWP of product * qty in stock

	= Related videos =		Standard valuation: Current price of product qty in stock
			Average Weight Price (AWP): AWP of product qty in stock

			=Related videos=
	<youtube width="200" height="120">a0melQ2WTrY</youtube>		<youtube width="200" height="120">a0melQ2WTrY</youtube>

Eldy: /* Definition */

2021-04-30T12:40:16Z

Definition

← Older revision		Revision as of 12:40, 30 April 2021
Line 31:		Line 31:
	= Definition =		= Definition =
	*'''Physical stock''' is the quantity of products in the warehouses.		*'''Physical stock''' is the quantity of products in the warehouses.
	*'''Virtual stock''' is the physical stock MINUS the number of products ordered by customers (orders with status validated) PLUS the quantity ordered from suppliers (orders with status "sent to the supplier").		*'''Virtual stock''' is the physical stock we will have once all pending sale, purchase and manufacturing orders will be done (so current real stock MINUS the number of products ordered by customers (orders with status "validated") PLUS the quantity ordered from suppliers (orders with status "sent to the supplier") MINUS quantity of product to consume in Manufacturing Orders PLUS quantity of product to produce in Manufacturing Orders (if you use them).

	= Create a warehouse =		= Create a warehouse =

Eldy: /* Manual stock updates */

2021-04-01T15:57:51Z

Manual stock updates

← Older revision		Revision as of 15:57, 1 April 2021
Line 54:		Line 54:

	Use the button "Correct Stock" or "Transfer Stock" if you want to manually move some products from one warehouse to another one. Enter a code and label for the moment (for example to set the reason for the change).		Use the button "Correct Stock" or "Transfer Stock" if you want to manually move some products from one warehouse to another one. Enter a code and label for the moment (for example to set the reason for the change).


			= Replenishment =

			The replenishment is a feature to generate orders for suppliers so your stock will be restored to a desired value.

	= Inventories =		= Inventories =

Eldy: /* Manual stock updates */

2021-04-01T15:55:45Z

Manual stock updates

← Older revision		Revision as of 15:55, 1 April 2021
Line 48:		Line 48:
	= Manual stock updates =		= Manual stock updates =

	If you wish to make adjustments to the existing stock amounts (because of internal production, theft, loss, aging, ...), you can do it directly via the ~~stock~~ tab on the ~~page~~ of ~~the product~~.		If you wish to make adjustments to the existing stock amounts (because of internal production, theft, loss, aging, ...), you can do it directly via :
	Use the label ~~field~~ to ~~specify~~ the reason for the change~~, or to add miscellaneous information~~.
			* the tab "Stock" of a product.
			* the tab "Stock movement" of a warehouse.

			Use the button "Correct Stock" or "Transfer Stock" if you want to manually move some products from one warehouse to another one. Enter a code and label for the moment (for example to set the reason for the change).

	= Inventories =		= Inventories =

Eldy: /* Inventories */

2021-04-01T15:53:14Z

Inventories

← Older revision		Revision as of 15:53, 1 April 2021
Line 54:		Line 54:

	From menu Stocks - Inventories, you will find features to make an inventory.		From menu Stocks - Inventories, you will find features to make an inventory.
	See page [Inventories] for documentation on how to make an inventory.		See page [[Inventories]] for documentation on how to make an inventory.

	= Warehouse strategy and valuation =		= Warehouse strategy and valuation =

Eldy: /* Inventories */

2021-04-01T15:53:03Z

Inventories

← Older revision		Revision as of 15:53, 1 April 2021
Line 54:		Line 54:

	From menu Stocks - Inventories, you will find features to make an inventory.		From menu Stocks - Inventories, you will find features to make an inventory.
	See page [[Inventories]] for documentation on how to make an inventory.		See page [Inventories] for documentation on how to make an inventory.

	= Warehouse strategy and valuation =		= Warehouse strategy and valuation =

Eldy: /* Inventories */

2021-04-01T15:51:36Z

Inventories

← Older revision		Revision as of 15:51, 1 April 2021
Line 54:		Line 54:

	From menu Stocks - Inventories, you will find features to make an inventory.		From menu Stocks - Inventories, you will find features to make an inventory.
	See page [[~~Make an inventory~~]] for documentation on how to make an inventory.		See page [[Inventories]] for documentation on how to make an inventory.

	= Warehouse strategy and valuation =		= Warehouse strategy and valuation =

Eldy: /* Introduction */

2021-04-01T15:50:13Z

Introduction

← Older revision		Revision as of 15:50, 1 April 2021
Line 19:		Line 19:
	The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products.		The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products.

	It provides also features like Replenishments of Inventories.		It provides also features like Replenishments and Inventories.

	= Installation =		= Installation =

Eldy: /* Introduction */

2021-04-01T15:50:05Z

Introduction

← Older revision		Revision as of 15:50, 1 April 2021
Line 17:		Line 17:

	= Introduction =		= Introduction =
	The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products. It provides also features ~~to make product inventories~~.		The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products.

			It provides also features like Replenishments of Inventories.

	= Installation =		= Installation =