Difference between revisions of "Module Stocks En"
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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 the stock tab on the page of the product. | ||
+ | Use the label field to specify the reason for the change, or to add miscellaneous information. | ||
= Warehouse status = | = Warehouse status = |
Revision as of 16:05, 20 June 2011
Stock | |
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Numéro/ID du module | 52 |
Doc utilisateur du module | This page |
Doc développeur du module | Module Stock (developer) |
Introduction
Stock management module can save status for stocks of products into warehouses, edit amounts of products you have and correct them.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
The setup page allows you to choose, among four options, when the stock is automatically incremented or decreased (depending on events in orders or invoices cycle of life).
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 running or not (opened / closed). A closed warehouse cannot be used by the other Dolibarr functions. This is a good way to prepare a warehouse (by filling it up) before you turn it on, or to temporarily block during an inventory.
Allocate product stocks
Long but necessary step, it is then, for each product, to define the stock amount, in each 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.
Automatic stock updates
Depending on the option chosen in the module's configuration, the available stock amount is updated either at the time of the proposal, at the time of shipment, at the time of invoice, etc.. A movement of stock is then registered according to the chosen stocking criteria.
Warning: in current version (3.0.0), automatic stock updates are only applied to warehouse number 1!
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. Use the label field to specify the reason for the change, or to add miscellaneous information.
Warehouse status
It is possible to obtain a detailed list of products and movements in a warehouse via a click on the name of the store from the list of warehouses.
Examples of use cases
UCMS01: | |
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Situation | |
Actions |