235 lines
5.9 KiB
ReStructuredText
235 lines
5.9 KiB
ReStructuredText
Stock Module
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############
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The stock module define fundamentals for all stock management
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situations: Locations where product are stored, move between these
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locations, packings for product arrivals and departures and inventory
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to control and update stock levels.
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Location
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********
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Location are generic places where products are physically or virtually
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stored. There are six types of locations:
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* Storage
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Storage locations define real places where products are stored.
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* Warehouse
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Warehouses are meta-locations which define input, storage and output
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locations. These locations are all of type Storage. Input and Output
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are locations where incoming an outgoing product are temporally
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stored awaiting transportation. The storage location is often the
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biggest location where products are stored for middle or long
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periods of time.
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* Customer
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Customer locations are virtual locations accumulating products that
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have been sent to customers.
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* Supplier
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Supplier locations are virtual locations accumulating products that have
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been received from suppliers.
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* Lost And Found
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Lost And Found locations collects inventory gaps. See
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:ref:inventory for details.
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Locations are organised in tree structures, allowing to define
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fine grained structures.
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Move
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****
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A move is a movement of a product in a given quantity between two
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locations. It may eventually define a unit price and a currency for
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the products that are moved from or to another company, allowing to
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compute stock value at any time. A move also define a planned date
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(when one plan to do the move) and an effective date (when the move is
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actually made).
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A move can be in one of this states:
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* Draft
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The initial state, used when the move is created and to define
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future stock movement that are planned, but still subject to
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modifications.
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* Assigned
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An assigned move allow to reserve some products. Thus preventing
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other user to assign them.
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* Done
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The move is in state Done when the real movement is made.
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* Cancel
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A cancelled move will be ignored by the system. Only Draft or
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Assigned move can be cancelled. To revert a move in state Done, an
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opposite move must be created.
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Product Quantities
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++++++++++++++++++
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Product quantities on each location are the sum of all moves coming
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from or going to this location. For quantities that are computed for
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a date in the past, only confirmed moves (i.e. in state Done) with an
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effective date inferior to the considered date are taken into account,
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reflecting the real situation. For future quantities, Draft and
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Assigned move with a planned date greater than today and smaller than
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the given date are also summed.
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Packing
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*******
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A Packing define a group of moves happening at the same date and
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around the same location.
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Supplier Packing
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++++++++++++++++
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A supplier packing is used when products are received from a
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supplier. It is mainly composed of a party (the supplier), a location
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(the warehouse in which the products are coming) and two list of moves:
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* Incoming moves
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The moves between the supplier location and the input location
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(as defined on the warehouse).
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* Inventory moves
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The inventory moves are between the input location and the storage
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location (or one of his child locations).
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The supplier packing can be in one of this states:
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* Draft
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Incoming moves and inventory moves (if they exist) are in draft.
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* Received
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Incoming move are set in state Done, inventory moves are created if
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necessary.
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* Done
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Inventory moves are in state Done.
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* Cancel
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All moves are cancelled.
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Customer Packing
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++++++++++++++++
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A customer packing is used for sending products to customer. It is
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mainly composed of a party (the customer), a location (the warehouse
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out of which the product are going) and two list of moves:
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* Inventory moves
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The moves between a storage location and the output location of the
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warehouse
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* Outgoing moves
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The moves between the output location of the warehouse and a
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customer location.
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The customer packing can be in one of this states:
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* Draft
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Outgoing moves and inventory moves (if they exist) are in draft.
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* Waiting
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When a customer packing is set to waiting, the inventory moves are
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created (or completed) to balance the outgoing moves. The waiting
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state also means that the packing should be processed.
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* Assigned
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The assigned state is when products have been assigned (or reserved)
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from the storage locations.
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* Packed
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The packed state is when the inventory moves have been made, i.e
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when the products have been physically moved to the outgoing
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locations.
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* Done
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The packing is Done when the outgoing moves have been made,
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e.g. when a truck left the warehouse.
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* Cancel
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A packing which is not yet completed (not in state Done) can be
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cancelled at any time. This also cancel all the moves.
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Internal Packing
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++++++++++++++++
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A customer packing is used for sending products across locations
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inside the company. It is mainly composed of two locations and a list
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of moves. It can be in one of these states:
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* Draft
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The moves (if they exist) are in draft.
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* Waiting
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The waiting state means that the packing should be processed.
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* Assigned
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The assigned state is when products have been assigned.
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* Done
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The packing is Done when the moves have been made.
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* Cancel
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A packing which is not yet completed (not in state Done) can be
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cancelled at any time. This also cancel all the moves.
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Inventory
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*********
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Inventories allow to control and update stock levels. They are mainly
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composed of two locations (a Storage location and a Lost And Found
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location), and a list of inventory lines. A button allow to
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auto-complete inventory lines with respect to the expected quantities
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for each product in the location. Inventory lines consist of: a
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product and it's default unit of measure, an expected quantity and the
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real quantity (the real products on the shelves).
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When the inventory is confirmed, moves are created to balance expected
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quantities and real ones.
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