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 record discrepancies (damage, losses, defects, expiry, etc.).
6. Periodically run adjustments and close them.

Navigation

The "Inventory" section typically contains groups:

• Operations — documents (receipts, shipments and transfers, scrap, adjustments), as well as the Lots and Packages directories.
• Processes — control views and mobile / batch workflows (for example, mobile picking task, mobile transfer).
• Reporting — stock and movement reports and ledger views (reports and ledgers).
• Configuration — directories (locations, document types) and the Settings form with cross-cutting parameters.

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.