Stock Management Overview

The Stock Management module provides comprehensive inventory tracking across multiple locations.

Key Concepts

Stock vs Inventory

• Stock - Physical quantity at a location
• Inventory - All stock across all locations
• Available - Stock not reserved for orders

Stock Quantities

Stock Architecture

graph TB
    P[Products] --> S1[Stock Site 1]
    P --> S2[Stock Site 2]
    S1 --> L1[Location A]
    S1 --> L2[Location B]
    S2 --> L3[Location C]

    subgraph "Stock Site 1"
        L1 --> B1[Bin 1]
        L1 --> B2[Bin 2]
        L2 --> B3[Bin 3]
    end

Stock Site

A warehouse or facility holding inventory:

• Physical location (warehouse, store)
• Has address and contact info
• Contains locations and bins

Location

A zone within a stock site:

• Receiving area
• Storage zones
• Shipping dock
• Returns area

Bin

Specific storage position:

• Shelf, rack, or floor space
• Smallest trackable unit
• Optional for simpler setups

Stock Movements

Inbound Movements

Outbound Movements

Stock Operations

Daily Operations

1. Receiving - Process incoming goods
2. Put-away - Store in locations
3. Picking - Retrieve for orders
4. Shipping - Send to customers
5. Counting - Verify quantities

Periodic Operations

• Stock counts (cycle counting)
• Expired product review
• Location optimization
• Capacity planning

Navigation

Access Stock Management from ERP > Stock:

• Inventory - View all stock
• Stock Sites - Manage locations
• Transfers - Inter-site movements
• Stock Counts - Physical inventory
• Transactions - Movement history

Quick Links