Stock cards

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By Vít Bilinec

updated 29 days ago

Unlimited catalogue of products and materials

The Warehouse module is the central place for information about the availability of products and materials, as well as their unlimited management and control. See more at: Warehouses module - introduction

The stock card is the base for keeping track of goods and other stock items. It contains general information about the item handled in the warehouse (e.g. name, identifier, description, and other general information and values of these properties).


The stock card contains a list of all related stock items that are being dealt with across all warehouses. A stock card can be, for example, "iPhone 13 Pro" or "MacBook Air 13".


Basic information:

  • Code - automatically generated identifier;
  • Name - the name of the stock card;
  • Product - connection to the Products module. This is an optional field because the stock card can also be a material or other unrelated items with products (e.g. stock card for the product "shoes" and at the same time for the material "laces", "leather" and others);
  • SKU - Stock Keeping Unit, a unique code for product identification, compared to the EAN code, the SKU code can be defined in detail according to the company's needs;
  • External marking - the stock card marking used by the supplier or other interested parties;
  • Currency - system currency, automatically pre-filled field;
  • Type - type of stock cards/items that admin can set in system settings -> warehouses -> basic settings (e.g. "low shoes" "high shoes");
  • Count - the sum of stock items in the warehouse;
  • Amount of reserved  the sum of currently reserved stock items;
  • Number of ordered  the sum of currently ordered stock items; 
  • Average price  average price of stock items;
  • OUM – unit of measure (e.g. pcs, kg, m2, etc.);
  • Measurements
    • Height (mm)
    • Width (mm)
    • Depth (mm)
  • Note - any note on the stock card;
  • Attachments - attachments attached to the stock card.


Stock minimums

In the details of each stock card, you can set stock minimums for specific warehouses. If the set minimum is exceeded by the current or reserved quantity of items, the fields are marked in red.


Stock items

Within the details of each stock card, it is possible to easily track the status of individual stock items that are linked to a specific stock card. All information related to the stock item is available, such as its current stock count, suppliers, average price, and more.


Purchases

An overview of all purchases (in the Purchases module) of a specific stock card, containing information on quantity, price, VAT, description, and more.

Suppliers

An overview of all suppliers of a specific stock card. Supplier data, such as their address and other relevant information, is displayed from the Contacts module where it is stored.


Diagram

Unique graphical representation of the hierarchy of stock cards and their interconnection. With this view you always have an overview of the related stock cards including the required quantity, for example, the stock card Table would be linked to the stock cards Table Top (1x), Table Leg (4x), Screw (4x) and Nut (4x).


By setting up detailed links between stock cards, you always have an overview of how much of a particular material is needed to produce the parent stock card (e.g. a table). This simplifies the commissioning of production or the purchase of missing quantities of materials and goods.


Hierarchy

The stock card hierarchy shows the parent and subordinate relationships of stock cards with their properties and information. In this view, some stock cards can appear in more than one place, for example, the stock card Screw can be subordinated to the stock card Table and the stock card Chair.


Requirements

Requests are used to produce/purchase the required quantity of material for a certain number of stock cards on a specified date. The requirements take into account the already reserved and ordered material, thus reflecting the actual reality and thus creating an important basis for further corporate decision-making.

Information related to the requirements:

  • Total needed - the quantity needed according to the specified required quantity on the required date;
  • On stock to requested date – the quantity in the warehouses on the set date;
  • Missing/surplus = total needed - in stock at the date of request + reserved at the date of request - ordered at the date of request;
  • Reservation on the date of request – the reserved quantity on the requested date;
  • Ordered on date of request – the quantity purchased on the requested date;
  • Average price/unit – recalculated average price per piece;
  • Total estimated price = average price per piece * required number of pieces.


Stocks in time

An overview of inventories over time in a clear and simple way. See how the stock cards have evolved and have an overview of the expected stock levels in the future.

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