877b37923e
https://docs.google.com/document/d/1YLqUpa3N6jTXvsL-53Y0P1awN5dLtMReKY1MQ_DhZek/edit#heading=h.z1h9s5nd8ghi
109 lines
3.5 KiB
ReStructuredText
109 lines
3.5 KiB
ReStructuredText
==================================
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How to make the initial inventory?
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==================================
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One of the most important feature in an warehouse management software is
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to keep the inventory right.
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Once your products have been defined, it is time to make your initial
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inventory. You will reflect reality by inventorying the right quantities
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in the right locations.
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Product Configuration
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=====================
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In the Inventory module, open the :menuselection:`Inventory Control --> Products`,
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then click on **Create** to create a new product. Configure the
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product type so that it is **Stockable** and not a consumable.
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.. image:: media/initial01.png
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:align: center
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Start the initial inventory
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===========================
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Update the product quantity for one product
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-------------------------------------------
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In the product you just created, you can see in the upper tiles that we
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have 0 product On Hand. Click on the **Update qty on Hand** button.
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A new window opens. In the **New Quantity on Hand** field, type the
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quantity of product you currently hold in stock, then click on **Apply**.
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.. image:: media/initial02.png
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:align: center
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.. tip::
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if you are using multiple locations for your warehouse, you will
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be able to set the location of your product from this screen.
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You can now see from the On Hand tab that the quantity has been updated.
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.. image:: media/initial03.png
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:align: center
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Now, if you check the **Inventory Adjustments** in the **Inventory Control**
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menu, you will see that a new line named "INV: (name of your product)" has
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automatically been created and validated by the system.
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.. image:: media/initial04.png
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:align: center
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Multiple products at once
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-------------------------
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Create all the products for which you want to follow the stock (as
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stockable products). Once the required products in stock have been
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defined, use an initial inventory operation to put the current
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quantities into the system by location. Go to :menuselection:`Inventory Control -->
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Inventory Adjustments` to start your initial inventory.
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Give it a name (for example Initial Inventory) and select the stock
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location of your inventory. Note that when you select a parent location
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(such as Stock, which might be split into sub locations), you can also
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select the sub (or child) locations.
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.. image:: media/initial05.png
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:align: center
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You can choose between making an inventory for all products, for a few
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or only for one. In this case, we choose the **All products** option.
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.. image:: media/initial06.png
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:align: center
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.. tip::
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If you need your stock valuation to be done in a different period
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than the one that will be selected by default according to the inventory
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end date, enter the corresponding accounting period in the Force
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Valuation Period field. The accounting module needs to be installed.
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Click the **Start Inventory** button. Depending on the type of inventory you
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have chosen (all products or selected ones) you might have to add
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products manually by clicking on **Add an item**.
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Add the **Real Quantity** that you have in your stock for each product.
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.. tip::
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additional information will be available according to the options
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you activated (multi-locations, serial number, consignee stocks).
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.. image:: media/initial07.png
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:align: center
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Click the **Validate Inventory** button to confirm the inventory and post
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it.
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Reporting
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=========
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To check the current stock, go to :menuselection:`Inventory Control --> Products`,
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and click on the **list button**:
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.. image:: media/initial08.png
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:align: center
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