diff --git a/inventory/management.rst b/inventory/management.rst index 444c2af49..959a8e2c7 100644 --- a/inventory/management.rst +++ b/inventory/management.rst @@ -6,4 +6,5 @@ Warehouse Management :titlesonly: :glob: + management/adjustment management/miscellaneous diff --git a/inventory/management/adjustment.rst b/inventory/management/adjustment.rst new file mode 100644 index 000000000..f7718b08d --- /dev/null +++ b/inventory/management/adjustment.rst @@ -0,0 +1,9 @@ +==================== +Inventory Adjustment +==================== + +.. toctree:: + :titlesonly: + :glob: + + adjustment/initial_inventory diff --git a/inventory/management/adjustment/initial_inventory.rst b/inventory/management/adjustment/initial_inventory.rst new file mode 100644 index 000000000..fca6a6589 --- /dev/null +++ b/inventory/management/adjustment/initial_inventory.rst @@ -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 diff --git a/inventory/management/adjustment/media/initial01.png b/inventory/management/adjustment/media/initial01.png new file mode 100644 index 000000000..f66e865d4 Binary files /dev/null and b/inventory/management/adjustment/media/initial01.png differ diff --git a/inventory/management/adjustment/media/initial02.png b/inventory/management/adjustment/media/initial02.png new file mode 100644 index 000000000..bcaf833a9 Binary files /dev/null and b/inventory/management/adjustment/media/initial02.png differ diff --git a/inventory/management/adjustment/media/initial03.png b/inventory/management/adjustment/media/initial03.png new file mode 100644 index 000000000..38ed96d79 Binary files /dev/null and b/inventory/management/adjustment/media/initial03.png differ diff --git a/inventory/management/adjustment/media/initial04.png b/inventory/management/adjustment/media/initial04.png new file mode 100644 index 000000000..f76a72fdc Binary files /dev/null and b/inventory/management/adjustment/media/initial04.png differ diff --git a/inventory/management/adjustment/media/initial05.png b/inventory/management/adjustment/media/initial05.png new file mode 100644 index 000000000..eeff78427 Binary files /dev/null and b/inventory/management/adjustment/media/initial05.png differ diff --git a/inventory/management/adjustment/media/initial06.png b/inventory/management/adjustment/media/initial06.png new file mode 100644 index 000000000..ac0dc4c2d Binary files /dev/null and b/inventory/management/adjustment/media/initial06.png differ diff --git a/inventory/management/adjustment/media/initial07.png b/inventory/management/adjustment/media/initial07.png new file mode 100644 index 000000000..b8bd5d1c9 Binary files /dev/null and b/inventory/management/adjustment/media/initial07.png differ diff --git a/inventory/management/adjustment/media/initial08.png b/inventory/management/adjustment/media/initial08.png new file mode 100644 index 000000000..daec7d42f Binary files /dev/null and b/inventory/management/adjustment/media/initial08.png differ