:classes: stripe
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Double-Entry Inventory Management
=================================
In a double-entry inventory, there is no stock input, output (disparition) or
transformation. Instead, there are only stock moves between locations.
.. h:div:: force-right chart-of-locations
.. placeholder
Operations
==========
Stock moves represent the transit of goods and materials between inventory
locations.
.. rst-class:: alternatives force-right
Manufacturing Order
Consume:
| 2 Wheels: Warehouse → Manufacturing
| 1 Bike Frame: Warehouse → Manufacturing
Produce:
1 Bicycle: Manufacturing → Warehouse
Configuration:
| Warehouse: the location the Manufacturing Order is initiated
| Manufacturing: on the product form, field “Manufacturing Location”
Drop-shipping
stuff 1
Picking ➔ Packing ➔ Shipping
stuff 2
Inter-Warehouse transfert
stuff 3
Loss of product
stuff 4
Inventory
stuff 5
Reception
stuff 6
Analysis
========
Inventory analysis can use products count or value (number of products *
products cost).
For each inventory location, multiple data points can be analysed:
.. raw:: html
- inventory valuation
-
value creation (difference between the value of manufactured products
and the cost of raw materials used during manufacturing) (negative)
- value of lost/stolen products
- value of scrapped products
- value of products delivered to clients over a period
- value of products in transit between locations
.. h:div:: force-right analysis-table
.. raw:: html
Location | Value |
Physical Locations | $1,000 |
Warehouse 1 | $600 |
Warehouse 2 | $400 |
Partner Locations | - $1,500 |
Customers | $2,000 |
Suppliers | - $3,500 |
Virtual Locations | $500 |
Transit Location | $600 |
Initial Inventory | $0 |
Inventory Loss | $350 |
Scraped | $550 |
Manufacturing | - $1,000 |
Procurements & Procurement Rules
================================
A procurement is a request for a specific quantity of products to a specific
location. They can be created manually or automatically triggered by:
.. rst-class:: alternatives force-right
Sale order
Effect
A procurement is created at the customer location for every product
ordered by the customer (you have to deliver the customer)
Configuration
Procurement Location: on the customer, field “Customer Location” (property)
Minimum Stock Rule
Effect
todo
Configuration
todo
Rules
Effect
todo
Configuration
todo
*Procurement rules* describe how to fulfill procurements on specific
locations:
* where the product should come from (source location)
* whether the procurement is :abbr:`MTO (Made To Order)` or :abbr:`MTS (Made
To Stock)`
.. h:div:: force-right
.. todo:: needs schema thing from FP
Routes
======
Procurement rules are grouped in routes. Routes define paths the product must
follow. Routes may be applicable or not, depending on the products, sales
order lines, warehouse,...
To fulfill a procurement, the system will search for rules belonging to routes
that are defined in (by order of priority):
.. rst-class:: alternatives force-right
Warehouses
Warehouse Route Example:
Pick → Pack → Ship
Picking List:
Pick Zone → Pack Zone
Pack List:
Pack Zone → Gate A
Delivery Order:
Gate A → Customer
Routes that describe how you organize your warehouse should be defined on the warehouse.
A Product
Product Route Example:
Supplier → Quality Control → Inventory
Product Category
Product Category Route Example:
Supplier → Cross-Docks → Pack Zone
Sale Order Line
Sale Order Line Example: Drop-shipping
Supplier → Customer
Push Rules
==========
Push rule are trigered when products arrive at a specific location and allows
to automatically move them to another location. Push rules applications also
depends on applicable routes.
.. rst-class:: alternatives force-right
Quality Control
* Product lands in Arrival Zone
* Push 1: Arrival Zone → Quality Control
* Push 2: Quality Control → Inventry
Transit Warehouse 1
* Product lands in ?
Procurement Groups
==================
Routes and rules defines the inventory moves. On every rule, the document type
is provided:
* Picking
* Packing
* Delivery Order
* Purchase Order
* ...
Moves are grouped within the same document type if their procurement group and
locations are the same.
A sale order creates a procurement group so that pickings and delivery orders
of the same order are grouped. But you can define specific groups on
reordering rules too. (e.g. to group purchases of specific products together)