Difference between revisions of "Module Stocks En"

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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.
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The Stock management module can save status for stocks of products into warehouses and edit/correct quantities of products.
  
 
= Installation =
 
= Installation =
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{{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).
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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 stock that is stored in Dolibarr (amount of products into warehouses database)
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*'''Physical stock''' is the quantity of products in the warehouses.
*'''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").
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*'''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 =

Revision as of 11:41, 11 September 2018

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 an icon appears at end of the line for 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

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.
  • You can also do this from the stock tab on the page of the 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.

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

Examples of use cases

En verysmall.png Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Fr verysmall.png Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Es verysmall.png Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
De verysmall.png Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
Cn verysmall.png 待完成,欲帮助完成,注册帐号,点击“编辑"

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