Warehouses

Goods transfers

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.

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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.

Goods transfers

Create new goods transfer

Goods transfers

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.

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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.

Goods transfers

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.

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Goods transfers

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.

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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".

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Goods rebooks

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. 

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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".

Goods rebooks

Create new goods rebook

Goods rebooks

Update existing goods rebook

Goods rebooks

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

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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

Goods writeoffs

Overview

Goods writeoffs

Create new goods writeoff

Goods writeoffs

Update existing goods writeoff

Goods writeoffs

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.

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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.

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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.

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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.

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Look through the transactions and open goods transfers (GTR), created after the new goods writeoff booking date.

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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.

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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.

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Goods writeoffs

Delete goods writeoff

Warehouses

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).

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Warehouses

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.

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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...)

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Settings

The "Settings" section is used to decide the purpose of the warehouse and how it can be used in the ERP.

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Production supply

Production

Waste

Transit

Can receive goods

Promo supply

Order requirements supply

Requirements supply

Planner supply

This is warehouse wall

Warehouses

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.

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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.

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Warehouses

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.

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Warehouse locations

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.

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Warehouse locations

Create new warehouse location

Warehouse locations

Update existing warehoues locations

Warehouse locations

Delete warehouse locations

Stock taking

Stock taking reports

Stock taking adjustments

Stock taking adjustment items

Stock

Stock movement

Obsolete stock report

Stock initials

Stock initials

Initial stock

To insert initial stock in menu select Warehouses -> Stock initials -> button + on the right top side

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  1. Select Stock initial
  2. Find and select product/material/reselling
  3. Select warehouse location
  4. Quantity (if serials, quantity needs to match number of serials inserted later)
  5. Amount per piece
  6. If product/material/reselling is tracked by serials, you need to insert them here