Warehouses
- Goods transfers
- Overview
- Create new goods transfer
- Update existing goods transfer
- Delete goods transfer
- Cancel goods transfer
- Goods rebooks
- Goods rebook items
- Goods writeoffs
- Overview
- Create new goods writeoff
- Update existing goods writeoff
- Updating booking date on goods writeoffs
- Delete goods writeoff
- Warehouses
- Warehouse locations
- Overview
- Create new warehouse location
- Update existing warehoues locations
- Delete warehouse locations
- Stock taking
- Stock taking reports
- Stock taking adjustments
- Stock taking adjustment items
- Stock
- Stock movement
- Obsolete stock report
- Stock initials
Goods transfers
Overview
Goods transfers provide an easy way to transfer products (goods) between warehouses and warehouse locations within the ERP.
Goods transfers allow users to quickly and efficiently perform movements of inventory, ensuring accurate tracking of stock and maintaining real-time visibility across all warehouse locations.
Goods transfers can be initiated for various purposes, such as restocking, fulfilling production requirements, reserving material for work orders or reallocating inventory to meet demand. The system supports detailed documentation of these transfers, including quantities, transferred items, source and destination warehouse locations and a short description, ensuring transparency and intuitive trackability in conjunction with stock transactions.
Create new goods transfer
Update existing goods transfer
Goods transfers should generally not be edited/updated, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels.
Descriptions of goods transfers can be changed, but all other information should not be updated.
Altering goods transfers can disrupt the integrity of inventory records and lead to discrepancies in stock validation processes. To ensure consistency and compliance, any changes to stock movements should be managed through proper adjustment or reversal procedures rather than editing existing transfer records.
Delete goods transfer
Goods transfers can be deleted by users with proper authorizations.
Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods transfers need to be canceled first.
Goods transfers with no stock transactions, such as "Failed" transfers, can be deleted without being canceled first.
Once a goods transfer is "canceled" and there are no existing stock transactions tied to it, it can be deleted from the table.
Cancel goods transfer
Goods transfers can be canceled by users with proper authorizations.
Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled".
When canceling a goods transfer, make sure that it is the last transfer to/from the source location. Trying to cancel a goods transfer that is not last will result in an error being shown.
To perform the cancellation of the goods transfer, go to the details page of goods transfer and open the "Danger zone" section. Here, users with the proper permissions will see a button, labeled as "Cancel". Click and confirm the button to cancel the goods transfer. This will rollback any changes to the stock, done by the goods transfer, as well as delete any stock transactions, tied to this goods transfer.
After the process in finished, the status of the goods transfer will then be updated to "Canceled".
Goods rebooks
Overview
Products can be converted into other products by "rebooking" them with goods rebooks.
Goods rebooks are used to correct or adjust inventory records to address discrepancies or changes in stock management while preserving data integrity.
Goods rebooks are commonly used to fix errors in inventory transactions, such as incorrect quantities or item codes, recorded during goods receipts or stock movements. Goods rebooks also enable the reallocation of inventory between locations, warehouses, or categories, such as reclassifying damaged goods or quality-assured stock.
Additionally, they help align physical stock with financial records during audits, ensuring accurate inventory valuation. Rebooks are essential for reclassifying items due to changes in usability, such as converting defective goods into scrap or changing purchased work equipment into fixed assets.
Most common use for goods rebooks is to rebook goods between different product codes (SKU-s). But not all product types can be rebooked to all other product types. This is managed through the "rebook matrix".
Create new goods rebook
Update existing goods rebook
Delete goods rebook
This action requires the "delete goods rebook" permission.
Goods rebooks cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods rebooks need to be canceled first.
Goods rebook cancelation is currently not supported for users. To cancel a goods rebook, contact your ERP's administrators
Goods rebooks with no stock transactions, such as "Failed" transfers, can be deleted without being canceled first.
Once a goods rebook is "canceled" and there are no existing stock transactions tied to it, it can be deleted from the table.
Goods rebook items
Goods writeoffs
Overview
Create new goods writeoff
Update existing goods writeoff
Updating booking date on goods writeoffs
This can only be done by users with permission to update goods writeoffs.
To update booking date on goods writeoff, click the "calendar" icon in the "booking date" field.
A calendar will appear, that provides an easy way to set a new date. Once the booking date has been updated, save the goods writeoff.
If you get an error, refer to the section below.
If you get an error like the one below after saving the goods writeoff, there are transactions on the serial(s), connected to the goods writeoff item(s), preventing updating.
Cannot change date booked to 2024-03-29 00:00:00. Transactions exists after that date.
When transactions after the new booking date exist, that means those transactions have to be updated as well.
To find all (serial) transactions after the new booking date, go to the page of the serial, linked to the goods writeoff item, and open the "stock transactions" section.
Here, tick the "show transfers" checkbox. Transactions are sorted by the date of creation.
Look through the transactions and open goods transfers (GTR), created after the new goods writeoff booking date.
Open every goods transfer, that was made after the new goods writeoff booking date and update their "booking date" field to the new booking date.
Once all goods transfers have new dates that are not set after the new writeoff date, update the date on the writeoff ans save again.
Delete goods writeoff
Warehouses
Overview
Warehouses are used to represent larger in-company locations (eg. material storage...), that are split into warehouse locations, where goods (products, materials, equipment... ) are moved after being received , transferred or written-off.
Warehouses are used to represent larger locations (eg. office floors) that are then populated with warehouse locations (eg. offices).
Create new warehouse
This action requires the "create warehouse" permission.
New warehouses can be created in the "Create new warehouse" form, that can be accessed here, or by clicking the "+" button above the "Warehouses" table.
Basic information
The create form requires two main pieces of information. The name of the warehouse, that will be used to identify it, and a general description, to inform anyone viewing the warehouse to its purpose (eg. new material warehouse, main office...)
Settings
The "Settings" section is used to decide the purpose of the warehouse and how it can be used in the ERP.
Production supply
Production
Waste
Transit
Can receive goods
Promo supply
Order requirements supply
Requirements supply
Planner supply
This is warehouse wall
Update existing warehouse
This action requires the "update warehouse" permission.
The warehouses update page enables making changes to warehouse information after creation.
The warehouses name and description can be changed at any time with no conflicts.
Changing values in the "Settings" section requires some consideration, as updating these settings can alter, how the system uses the warehouse.
The update page also displays "stock statistics", providing a quick overview of product or material stocks in the warehouse, as well as a display of stocks by warehouse's warehouse locations and a list of stock transactions, linked to them.
Delete warehouse
This action requires the "delete warehouse" permission.
A warehouse can only be deleted, if there are no stock transactions, linked to warehouse locations in that warehouse or if there are no warehouse locations on that warehouse at all. Otherwise, the deletion will fail and the "System error" message will be shown.
Warehouses should be deleted only if it is necessary.
Warehouse locations
Overview
Warehouse locations in the ERP represent locations around the company, from actual warehouses and offices to employee's desks.
Every employee has their own location, that is used to show that items on that warehouse location are in that employee's possession.
Products (materials, equipment...) can be received to and transferred between these warehouse locations. Warehouse locations are also used to calculate material stock by location.
Create new warehouse location
Update existing warehoues locations
Delete warehouse locations
Stock taking
Stock taking reports
Stock taking adjustments
Stock taking adjustment items
Stock
Stock movement
Obsolete stock report
Stock initials
Initial stock
To insert initial stock in menu select Warehouses -> Stock initials -> button + on the right top side
- Select Stock initial
- Find and select product/material/reselling
- Select warehouse location
- Quantity (if serials, quantity needs to match number of serials inserted later)
- Amount per piece
- If product/material/reselling is tracked by serials, you need to insert them here