Difference between revisions of "Module Stocks En"

Latest revision as of 22:07, 11 May 2021

Stock
Numéro/ID du module	52
Doc utilisateur du module	This page
Doc développeur du module	Module Stock (developer)

Introduction

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.

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 from four options, when the stock is automatically incremented or decreased (depending on events in the order or invoice business process).

Definition

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).

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.

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.

For multiple updates of stock, the import process should be used.

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.

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 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).

Replenishment

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

Inventories

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

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.

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.

FIFO: First in, 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. 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.

Stock valuation

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

@@ Line 1: / Line 1: @@
+<!-- BEGIN origin interlang links -->
+<!-- You can edit this section but do NOT remove these comments
+     Links below will be automatically replicated on translated pages by PolyglotBot -->
+[[fr:Module_Stock]]
+[[es:Módulo_Stocks]]
+[[de:Modul_Bestände]]
+<!-- END interlang links -->
 [[Category:Stock]]
 {{TemplateDocUser}}
+{{TemplateModEN}}
 {{BasculeDevUser|
 nom=Stock|
-devdoc=[[Module StockEn|Module Stock]]|
+num=52|
+devdoc=[[Module Stock (developer)]]|
 userdoc=This page|}}
-= Introduction =
+=Introduction=
-{{ToTranslate}}
+The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products.
-La gestion du stock permet d'encoder des états de stock et des correctifs pour chaque produit, éventuellement partagés en plusieurs entrepôts.
-= Installation =
+It provides also features like Replenishments and Inventories.
+=Installation=
 {{NoInstallModuleEn}}
-= Configuration =
+=Configuration=
 {{ActivationModuleEn}}
-La page de configuration vous permet de choisir une parmi quatre options, déterminant à quel moment d'une commande ou d'une facture le stock doit être altéré.
+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=
+*'''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).
+=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.
+=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.
+For multiple updates of stock, the import process should be used.
+=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.
+=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 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).
+=Replenishment=
+The replenishment is a feature to generate orders for suppliers so your stock will be restored to a desired value.
-= Créer un entrepôt =
+=Inventories=
-La création d'un entrepôt est la première étape obligatoire à la gestion du stock. On peut créer un entrepôt via l'onglet général ''Produits/Services'' et le menu de gauche ''Stock'' puis ''Nouvel entrepôt''. Les seules informations obligatoires sont un code et un nom d'entrepôt. Il faut ensuite déterminer si l'entrepôt est en fonctionnement ou pas (ouvert/fermé). Un entrepôt fermé ne peut être utilisé au travers des autres outils de Dolibarr. C'est donc un bon moyen de préparer un entrepôt (en le remplissant) avant de le mettre en fonction, ou de le bloquer momentanément pendant un inventaire.
+From menu Stocks - Inventories, you will find features to make an inventory.
+See page [[Inventories]] for documentation on how to make an inventory.
-= Allouer un stock aux produits =
+=Warehouse strategy and valuation=
-Étape longue mais nécessaire, il s'agit ensuite, pour chaque produit, d'utiliser son onglet ''stock'' pour lui définir un stock de base, dans chaque entrepôt.
+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.
-= Modification automatique du stock =
+==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.
-Selon l'option choisie dans la configuration du module, une modification prend place au moment de la commande, au moment de la livraison, au moment de la facture, etc.
+*FIFO: First in, first out
-Un mouvement de stock est alors enregistré selon les critères de déstockage choisis.
+*LIFO: Last in, first out
+*FEFO: First expiry, first out
-= Modification manuelle du stock =
+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 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.
-Si l'on désire apporter des correctifs au stock existant (vol, disparition, vieillissement, ...), il est possible de le faire directement via l'onglet ''stock'' de la fiche produit.
+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.
-= Fiche entrepôt =
+==Stock valuation==
+With Dolibarr, you can get a valuation of stock in two ways:
-Il est possible d'obtenir une liste détaillée des produits et mouvements enregistrés dans un entrepôt via un clic sur le nom de l'entrepôt dans la liste des entrepôts.
+*Standard valuation: Current price of product * qty in stock
+*Average Weight Price (AWP): AWP of product * qty in stock
-= Exemples de cas d'utilisation =
+=Related videos=
-A compléter
+<youtube width="200" height="120">a0melQ2WTrY</youtube>