[ADD] inventory: How to make the initial inventory?
https://docs.google.com/document/d/1YLqUpa3N6jTXvsL-53Y0P1awN5dLtMReKY1MQ_DhZek/edit#heading=h.z1h9s5nd8ghi
@ -6,4 +6,5 @@ Warehouse Management
|
||||
:titlesonly:
|
||||
:glob:
|
||||
|
||||
management/adjustment
|
||||
management/miscellaneous
|
||||
|
9
inventory/management/adjustment.rst
Normal file
@ -0,0 +1,9 @@
|
||||
====================
|
||||
Inventory Adjustment
|
||||
====================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
:glob:
|
||||
|
||||
adjustment/initial_inventory
|
108
inventory/management/adjustment/initial_inventory.rst
Normal file
@ -0,0 +1,108 @@
|
||||
==================================
|
||||
How to make the initial inventory?
|
||||
==================================
|
||||
|
||||
One of the most important feature in an warehouse management software is
|
||||
to keep the inventory right.
|
||||
|
||||
Once your products have been defined, it is time to make your initial
|
||||
inventory. You will reflect reality by inventorying the right quantities
|
||||
in the right locations.
|
||||
|
||||
Product Configuration
|
||||
=====================
|
||||
|
||||
In the Inventory module, open the :menuselection:`Inventory Control --> Products`,
|
||||
then click on **Create** to create a new product. Configure the
|
||||
product type so that it is **Stockable** and not a consumable.
|
||||
|
||||
.. image:: media/initial01.png
|
||||
:align: center
|
||||
|
||||
Start the initial inventory
|
||||
===========================
|
||||
|
||||
Update the product quantity for one product
|
||||
-------------------------------------------
|
||||
|
||||
In the product you just created, you can see in the upper tiles that we
|
||||
have 0 product On Hand. Click on the **Update qty on Hand** button.
|
||||
|
||||
A new window opens. In the **New Quantity on Hand** field, type the
|
||||
quantity of product you currently hold in stock, then click on **Apply**.
|
||||
|
||||
.. image:: media/initial02.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
|
||||
if you are using multiple locations for your warehouse, you will
|
||||
be able to set the location of your product from this screen.
|
||||
|
||||
You can now see from the On Hand tab that the quantity has been updated.
|
||||
|
||||
.. image:: media/initial03.png
|
||||
:align: center
|
||||
|
||||
Now, if you check the **Inventory Adjustments** in the **Inventory Control**
|
||||
menu, you will see that a new line named "INV: (name of your product)" has
|
||||
automatically been created and validated by the system.
|
||||
|
||||
.. image:: media/initial04.png
|
||||
:align: center
|
||||
|
||||
Multiple products at once
|
||||
-------------------------
|
||||
|
||||
Create all the products for which you want to follow the stock (as
|
||||
stockable products). Once the required products in stock have been
|
||||
defined, use an initial inventory operation to put the current
|
||||
quantities into the system by location. Go to :menuselection:`Inventory Control -->
|
||||
Inventory Adjustments` to start your initial inventory.
|
||||
|
||||
Give it a name (for example Initial Inventory) and select the stock
|
||||
location of your inventory. Note that when you select a parent location
|
||||
(such as Stock, which might be split into sub locations), you can also
|
||||
select the sub (or child) locations.
|
||||
|
||||
.. image:: media/initial05.png
|
||||
:align: center
|
||||
|
||||
You can choose between making an inventory for all products, for a few
|
||||
or only for one. In this case, we choose the **All products** option.
|
||||
|
||||
.. image:: media/initial06.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
|
||||
If you need your stock valuation to be done in a different period
|
||||
than the one that will be selected by default according to the inventory
|
||||
end date, enter the corresponding accounting period in the Force
|
||||
Valuation Period field. The accounting module needs to be installed.
|
||||
|
||||
Click the **Start Inventory** button. Depending on the type of inventory you
|
||||
have chosen (all products or selected ones) you might have to add
|
||||
products manually by clicking on **Add an item**.
|
||||
|
||||
Add the **Real Quantity** that you have in your stock for each product.
|
||||
|
||||
.. tip::
|
||||
|
||||
additional information will be available according to the options
|
||||
you activated (multi-locations, serial number, consignee stocks).
|
||||
|
||||
.. image:: media/initial07.png
|
||||
:align: center
|
||||
|
||||
Click the **Validate Inventory** button to confirm the inventory and post
|
||||
it.
|
||||
|
||||
Reporting
|
||||
=========
|
||||
|
||||
To check the current stock, go to :menuselection:`Inventory Control --> Products`,
|
||||
and click on the **list button**:
|
||||
|
||||
.. image:: media/initial08.png
|
||||
:align: center
|
BIN
inventory/management/adjustment/media/initial01.png
Normal file
After Width: | Height: | Size: 21 KiB |
BIN
inventory/management/adjustment/media/initial02.png
Normal file
After Width: | Height: | Size: 9.6 KiB |
BIN
inventory/management/adjustment/media/initial03.png
Normal file
After Width: | Height: | Size: 4.3 KiB |
BIN
inventory/management/adjustment/media/initial04.png
Normal file
After Width: | Height: | Size: 13 KiB |
BIN
inventory/management/adjustment/media/initial05.png
Normal file
After Width: | Height: | Size: 5.2 KiB |
BIN
inventory/management/adjustment/media/initial06.png
Normal file
After Width: | Height: | Size: 3.2 KiB |
BIN
inventory/management/adjustment/media/initial07.png
Normal file
After Width: | Height: | Size: 28 KiB |
BIN
inventory/management/adjustment/media/initial08.png
Normal file
After Width: | Height: | Size: 30 KiB |