Setting up the Inventories module
Go to Tools > Setup > Inventory setup and set up the following information:

The storage unit enables you to store products and remove them for deliveries.
Advice: create a storage unit per physical location (e.g. LYON and PARIS or Building A and Building B).
You must create at least one storage unit.
1 | Double-click on Storage units, then click on |
2 | In the Customer field, select your own company (i.e. internal customer). Indicate if you store equipment for a customer. |
3 | Enter the name of the storage unit manager. |
4 | If you want to group together storage units, name it in the Grouping field. This field is displayed for informational purposes only; it has no impact on the application. |
5 | In Linked transit storage unit, enter the storage unit. This particular case is only useful if you manage purchase requests from the inventory. |
6 | In Project code, enter the project linked to the storage unit. |
7 | Do not enter an end date of use for the storage unit while setting up. This information will be used when you want to close the storage unit. |
8 | Check By default if you want to automatically use this storage unit by default for each inventory movement. |
9 | Check Personal storage unit if the storage unit is a physical location of a person or employee (e.g. a van). This enables you to manage spare parts for example. |
10 | If you manage purchase requests, check Transit storage unit to indicate that this storage unit will only be used to prepare an order. |
11 | Do not check To value. |
12 | Fill in the storage unit Address where the purchase order must be delivered. It is important because it can be different from the headquarter's address (e.g. a few meters away). This address can be modified in the order form sent to the supplier as a delivery purchase. |
13 | Save. |

You can easily identify a product in the inventory when you know that product's brand.
1 | Double-click on Product brand, then click on |
2 | Give a code and a label to your brand. |
3 | Save. |

The product types enable you to indicate whether or not the product is serialized, or if it can sometimes be.
It is important to create at least two product types: serialized and not serialized.
1 | Double-click on Product type > |
2 | Give a code and a label to your product type (e.g.: code = SERIAL and label = serialized products). |
3 | Select the Material type. |
4 | In Serial number, select one of the following options: |
- Any: You can enter a serial number or no serial number. Not recommended.
- Required: Once you enter a product to purchase and store, you must also enter a serial number. Recommended.
- Prohibited: No serial number can be entered in the product record sheets. Recommended.
5 | Select Yes to enable the Integrated transaction management. |
6 | Save. |

Prerequisites: you must have created an INVENTORY-type project to be able to fill in this setup screen.
It is recommended to use the default parameters.
1 | Check the following options, depending on your needs: |
- Negative inventories authorized: enables you to authorize a delivery even if the inventory is negative. This must be used with caution.
- Stock-taking quantities pre-filled with theoretical quantities: to check in order to make stock-takings even quicker.
- Use the last purchase price in the purchasing chain: enables you to automatically initialize the price when dealing with a purchase quote, order or request.
- Automatic delivery method: enables you to enter a product in the inventory upon reception, without necessarily marking it as stored. This parameter is only used if you have stored products and an INVENTORY-type project. This must be used with caution.
- Transit storage unit management: useful if you use purchase requests to book equipment for example.
2 | Specify the default inventory project code. For example: INVENTORY if you want to link a single project to your inventories. |
3 | Under the Sold items creation method section, do not check the options right now as they must be entered afterward. Refer to your project manager for more information. |
4 | Check Inventories blocked to block the reception and the delivery of products during the automatic processing of purchase requests. Not recommended. |
5 | Under the Cost price section, select Quantity in inventory or Saved quantity for a calculation to be performed when receiving or billing the product. It enables you to get a weighted average purchase price (WAPP): |
Quantity in inventory:
Product | Quantity in inventory | WAPP (in euro) | Description |
---|---|---|---|
A | 20 | 10 | Base inventory. |
A | 23 | 10.65 | Purchase of 3 products at 15 euros: (20 x 10) + (3 x 15) / 23 = 10.65 |
A | 1 | 10.65 | Delivery of 22 products. There is only 1 product left. |
A | 5 | 22.13 | Purchase of 4 products at 25 euros: (1 x 10.65) + (4 x 25) / 5 = 22.13 |
Saved quantity (recommended):
Product | Quantity in inventory | WAPP (in euro) | Saved quantity | Description |
---|---|---|---|---|
A | 20 | 10 | 20 | Base inventory. |
A | 23 | 10.65 | 23 | Purchase of 3 products at 15 euros: (20 x 10) + (3 x 15) / 23 = 10.65 |
A | 1 | 10.65 | 23 | Delivery of 22 products. There is only 1 product left. |
A | 1 | 12.77 | 27 | Purchase of 4 products at 25 euros: (23 x 10.65) + (4 x 25) / (23 + 4) = 12.77 |