Accessing and making an inventory movement
By default, everything is automated; the inventory movement is made in real time as soon as you deliver or receive a product. There are two options:
- Go to Management > Inventories > Inventory movements > Consultation of inventory movements.
- From a purchased product record sheet, go to Edit > Inventory > Inventory movements.
You can search for the following types of inventory movements:
E |
Input. Increases the inventory. |
S |
Removal. Decreases the inventory. |
ERE |
Input from reception. |
SRE |
Removal from reception. The reception note is deleted. |
SBL |
Removal from delivery note. |
EBL |
Input from delivery note. The delivery note is deleted. |
SMA |
Manual removal. |
EMA |
Manual input. |
ETR |
Input from transfer. |
STR |
Removal from transfer. |
SIN |
Removal from stock-taking. |
EIN |
Input from stock-taking. |
SAF |
Removal from project transfer. |
EAF |
Input from project transfer. |
If you have non-serialized products: 1 movement = (total quantity > or = 1).
If you have serialized products: as many movements as there are SNs with a quantity of 1.
Entering and removing products from the inventory
Manually entering a product in the inventory
|
1
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From the inventory movements search screen, go to Edit > Manual inventory entry. |
|
2
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Fill in the fields about the product and the associated project. |
|
3
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Enter the serial number if needed and save. |
Manually removing a product from the inventory
|
1
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From the inventory movements search screen, go to Edit > Manual inventory issue. |
|
2
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Fill in the fields about the product and the associated project. |
|
3
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If the product reference is marked as serialized, click on the Input of the serial numbers button at the top right of the screen: |
- In the List of available S/Ns screen, check the serialized items of the product.
- You can also directly scan the products using a bar code scanner, which will automatically check the boxes.
- You can also manually search for products by entering the serial number in the relevant field.
|
4
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Enter the reason why you need to remove the product from the inventory and save. |
Transferring from the inventory
Transferring the inventory from a storage unit to another
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1
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From the inventory movements search screen, go to Edit > Transfer between storage units. |
|
2
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Fill in the fields about the product and the associated project. |
|
3
|
If the product reference is marked as serialized, click on the Input of the serial numbers button at the top right of the screen: |
- In the List of available S/Ns screen, check the serialized items of the product. You can also directly scan the products using a bar code scanner, which will automatically check the boxes.
- You can also manually search for products by entering the serial number in the relevant field.
|
4
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Enter the reason why you want to make the transfer. |
|
5
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Select the storage unit and save. |
Transferring an inventory project to another
|
1
|
Follow the same process than for transferring between storage units from Edit > Transfer between projects. |
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2
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Select the project to which you want to transfer the inventory project then save. |