99 lines
4.1 KiB
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99 lines
4.1 KiB
ReStructuredText
.. _Viewing stock levels:
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Viewing stock levels
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====================
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In Tryton there are a few different ways of seeing
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`Product Stock Quantities <concept-product.quantity>`.
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You can also easily see what the stock situation was at any time in the past,
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and get an idea of what the stock situation will be after any
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`Stock Moves <model-stock.move>` that are still being processed have been
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completed.
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.. note::
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Tryton is designed to allow you to create stock moves even if they
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create negative stock.
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For normal storage locations negative stock levels indicate that more
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stock has been used than was available.
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This suggests that there may be incoming moves to the location that
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have not yet been done, or a mistake has been made that can be resolved
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by `Checking and correcting stock levels`.
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However, although it is possible to create negative stock, you will
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normally use `Shipments <concept-stock.shipment>` to help manage stock
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moves, and a process to `assign them <Assigning shipments>`.
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These respect stock availability and wont allow you to create negative
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stock unless you force them to.
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Depending on what you are trying to find out you can get information about
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stock levels for either `Products <concept-product>` or
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`Locations <model-stock.location>`.
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If you are interested in finding out where some particular products are
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stored, then once you have selected the products you are interested in, you
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can use the menu items in the product's :guilabel:`Open related records` menu.
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To view how much stock is in one or more stock locations you first need to
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select the locations you are interested in.
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Once you have done this you can use the :guilabel:`Products` item from the
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:guilabel:`Open related records` menu.
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This then shows the total stock that is in all the selected locations.
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.. tip::
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From the [:menuselection:`Inventory & Stock --> Locations`] main menu item
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you can quickly get a list of stock in a single location by opening the
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location you are interested in.
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.. tip::
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If you have only selected a single location then the stock levels will
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include all the stock in the location's children as well.
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However, if you selected multiple locations then only the stock in the
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selected locations is included, any stock in their child locations is
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*not* included.
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.. _Checking and correcting stock levels:
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Checking and correcting stock levels
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====================================
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There are a range of things, such as mispicks, damages and theft, that can
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cause the stock levels on Tryton to not match the actual amount of stock
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available.
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Tryton allows you to check for and correct these discrepancies by performing
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an `Inventory <model-stock.inventory>` of a
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`Stock Location <model-stock.location>`.
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This process is sometimes also called a stocktake, stock count or inventory
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check.
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How often you need to do this, and to what extent, is very dependent on your
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business.
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You may do this once a year at the end of your fiscal year, or continuously
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by means of a `cycle count`_.
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When you create a new inventory you can use the :guilabel:`Complete` button to
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complete the creation of the inventory.
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This adds a line to the inventory for each product that is expected to be in
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the location.
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How you go about actually counting the stock will depend on how your stock
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location is organised.
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If each `Product <concept-product>` is all together and is easy to count,
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then you can enter the totals directly into the :guilabel:`Quantity` column.
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If there are many different lines in the location, or not all of each product
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is together, then you can start the `Count <wizard-stock.inventory.count>`
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wizard using the :guilabel:`Count` button to enter the quantities as you go.
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In this case, multiple quantities for the same product will be automatically
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added together.
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For each inventory you can choose how to deal with any lines where the quantity
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has been left empty.
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You can either keep the stock in the location, or empty it out.
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Once the inventory has been finished you use the :guilabel:`Confirm` button
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to correct the stock levels on Tryton.
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.. _`cycle count`: https://en.wikipedia.org/wiki/Cycle_count
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