Difference between revisions of "Module Stocks En"
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| + | <!-- 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]] | ||
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| + | [[Category:Stock]] | ||
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| − | =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. | ||
| − | + | = 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 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 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"). | ||
| − | =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. | ||
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 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. | Use the label field to specify the reason for the change, or to add miscellaneous information. | ||
| − | =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 | |
| − | *FIFO: First in, first out | + | * LIFO: Last in, last out |
| − | *LIFO: Last in, last out | + | * FEFO: First expiry, 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. | ||
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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 = | |
| − | |||
| − | |||
| − | =Related videos= | ||
<youtube width="200" height="120">a0melQ2WTrY</youtube> | <youtube width="200" height="120">a0melQ2WTrY</youtube> | ||
Revision as of 15:42, 1 April 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.
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 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").
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 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 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, last 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 use. 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
Related videos