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+= Definition =+Long but necessary step, it is then, for each product, to define the stock amount, in each warehouse. += 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 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 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.+== Removal strategory ==+When using stock decrease on shipments, a removal strategy is a removal rule to decide which lot/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
−* FEFO: First expiry, first out
−Currently, Dolibarr does not suggest any warehouse, nor product lot in priority when you want to ship a product.
−You choose, from the interface which product/lot quantity, from wich warehouse you use. So the removal strategy is a manual choice of user. You can decide to choose according to FIFO, LIFO, or FEFO rule, but you must choose yourself and can change at each shipment.
−In a future, a removal strategy may be implement so application will use default value to suggest you lot/serial/warehouse/qty to match a fixed removal strategy rule.+
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+* Standard valuation: Current price of product * qty in stock
−* Average Weight Price (AWP): AWP of product * qty in stock
−= Examples of use cases =+{{ToComplete}}+{{ExamplesCaseEn+
−|name=UCMS01: +|situation=+|actions=
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<!-- 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]]
[[Category:Stock]]
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−= Introduction =
+=Introduction=
−Stock management module can save status for stocks of products into warehouses, edit amounts of products you have and correct them.
+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 =
+=Installation=
{{NoInstallModuleEn}}
{{NoInstallModuleEn}}
−= Configuration =
+=Configuration=
{{ActivationModuleEn}}
{{ActivationModuleEn}}
−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).
+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.
−*'''Physical stock''' is the stock that is stored in Dolibarr (amount of products into warehouses database)
+*'''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 - the number of products ordered by customers (order with status validated) + the number of ordered done to suppliers (order with status "sent to the supplier").
−= 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 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.
+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.
−* 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.
−* 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=
−== Stock valuation ==
+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:
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=
−<youtube width="200" height="120">a0melQ2WTrY</youtube>
−