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Version: 7.0

Inventory settings

Where to find it​

Open “Inventory” → “Configuration” → “Settings”.

Inventory Settings form

What is typically configured​

  • receipt and shipment types (their numbering, default locations, maximum quantity and other flags);
  • transfer usage (a shipment type with the "Transfer" flag);
  • scrap types;
  • whether lots are enabled (the global Use lots toggle), and per-category / per-product lot and serial-number options;
  • cross-cutting flags such as Prohibit multiple root locations;
  • the per-location toggles Disallow negative inventory and Disallow reserving more than available are set on the location card itself (see ledger constraints below).

Receipt types​

Settings include a directory of receipt types. A receipt type defines how users work with the document.

A receipt type defines:

  • Numerator — how the document number is generated;
  • Location (default) — which location is set in new documents;
  • Maximum quantity — the upper limit for the “Initial demand” field in lines;
  • Only one line for one item — forbids adding the same item in two lines;
  • Do not check received quantity — allows completing a receipt whose received quantity differs from the planned one without a warning;
  • Put away — enables the put-away step (see receipts);
  • Show cost price — adds a Cost column to receipt lines for manual entry of the inbound cost (see item costing);
  • Show packages — adds packaging-unit columns to lines (see Number of packages);
  • Increase available stock — receipts of this type in Ready status increase the expected quantity in the reservation ledger, so the goods count towards availability before they physically arrive;
  • Return section — the shipment type used for returning goods to the supplier, and the Check returned quantity flag that forbids returning more than was received.

If the system has exactly one receipt type, it is substituted into new documents automatically.

Shipment types​

Settings include a directory of shipment types.

A shipment type defines:

  • Numerator;
  • Source location (default);
  • Destination location (default; relevant for transfers);
  • “Transfer” flag — enables the “source location → destination location” mode;
  • Maximum quantity — the upper limit for the “Initial demand” field in lines;
  • Only one line for one item — forbids adding the same item in two lines;
  • Do not check shipped quantity — allows completing a shipment whose shipped quantity differs from the planned one without a warning;
  • Picking — shows the Picking tab on the shipment card (availability/reservation by locations, see picking);
  • Picking task — defaults the per-shipment “Picking task” flag that triggers creation of picking tasks;
  • Show packages — adds packaging-unit columns to lines;
  • Return section — the receipt type used for customer returns, and the Check returned quantity flag.

Validation:

  • for transfers, the default source and destination locations cannot be the same.

Scrap types​

The directory of scrap types classifies write-off reasons (for example, "Damage", "Loss", "Expiry"). A scrap type defines its own numerator and a default location.

Adjustment types​

Adjustments use a fixed list of types that control how lines are filled:

  • All — count all products with stock at the location;
  • By category — count only products of the selected category;
  • Manually — lines are entered manually (or via the search/barcode tab).

Ledger constraints (per location)​

On each location two optional constraints can be turned on:

  • Disallow negative inventory — the system will not allow operations that drive the physical balance of an item at that location below zero.
  • Disallow reserving more than available — the system will not allow the available balance (on hand − reserved + expected) of an item at that location to go below zero.

Both flags are inherited by child locations. When enabled, the corresponding postings to the inventory or reservation ledger are blocked with an explanatory message.

  1. Configure locations (including the Cost calculation flag and ledger constraints).
  2. Configure document types (receipts/shipments/transfers/scraps).
  3. If needed, enable lots globally and configure per-category/per-product lot and serial-number options.
  4. Review reports and ledgers and access rights (including per-employee location access).