Inventory — user documentation

This documentation describes the “Inventory” section: locations, receipts, shipments, transfers, scrap, adjustments, picking tasks, lots and packages, as well as reports and ledgers.

Contents

• Quick start
• Navigation
• Terms

Sections:

• Locations (warehouses and zones)
• Receipts
• Shipments
• Transfers
  • Bulk transfer creation
• Scrap
• Adjustments
• Picking tasks
• Inventory SKUs
• Lots and packages
• Reports and ledgers
• Item costing
• Settings

Quick start

Below is a typical warehouse cycle.

1. Create/review locations (warehouse, zones, bins) if bin-level storage is required.
2. Create a receipt:
   • specify supplier (if used) and location;
   • add item lines and quantities;
   • move the receipt to execution and complete it.
3. Create a shipment:
   • specify customer (if used) and location;
   • add item lines and quantities;
   • run availability checks and reservation (if enabled);
   • perform picking (if picking tasks are used) and complete the shipment.
4. If needed, perform a transfer between locations (warehouses/zones).
5. Use scrap to write goods off (damage, losses, defects, expiry, etc.).
6. Periodically run adjustments (stock counting — it records both surpluses and shortages) and close them.

Navigation

The "Inventory" section contains the following groups and forms:

• Operations — documents and directories: Receipts (receipts), Shipments (shipments and transfers), Adjustments (adjustments), Scraps (scrap), Packages and Lots (lots and packages).
• Processes — mobile workflows: Mobile picking (picking tasks) and Mobile transfer (transfers).
• Reporting — Inventory report, Inventory valuation, Product moves and Cost report (reports and ledgers, item costing).
• Configuration — Settings (settings) with document types and cross-cutting parameters, Locations (locations) and Location of products.

Terms

Location

A warehouse, zone or bin where items are stored.

Receipt

A document that records goods coming into the location.

Shipment

A document that records goods going out of the location.

Transfer

A document that moves goods between locations. Technically a transfer is a shipment whose type has the "Is transfer" flag set; "From location" and "To location" then both apply, and the system creates the corresponding cost ledger entries on both sides.

Scrap

A document for writing off goods (damage, losses, defects, expiry, etc.).

Adjustment

A procedure for counting stock and recording variances.

Lot

A batch/serial identifier used for traceability.

Package

A packaging unit/container used for stock accounting.

Inventory SKU

The base item in which the physical stock accounting is maintained.

Number of packages

The quantity of an item expressed in packaging units (packages), used for convenience of data entry in documents.