Stocks Module - Revision history

N.paul: /* Creation of warehouses */

2022-12-23T10:09:40Z

Creation of warehouses

← Older revision		Revision as of 12:09, 23 December 2022
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	[[File:Ware_5.PNG\|center\|link=]]		[[File:Ware_5.PNG\|center\|link=]]

			= Correcting stock =
			Correcting a stock can be completed via the warehouse card as well. Correcting the stock of a warehouse is even easier to be completed with the help of the warehouse card. For accomplishing this you need to go through some steps, which are,

			Products & service menu (from the main menu) -> warehouse (submenu) -> list -> choose the concerned warehouse -> a table will appear containing all the stock information -> click on the “correct stock” option that appears on the rightest side of the table -> modify it by filling in all the important criteria -> save. The stock will be corrected upon saving the changes.

	= Allocation of stocks =		= Allocation of stocks =

N.paul: /* Functionalities of Stock Module */

2022-12-23T07:53:20Z

Functionalities of Stock Module

← Older revision		Revision as of 09:53, 23 December 2022
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	* Allocation of product stock automatically is one of the primary features associated with stock module		* Allocation of product stock automatically is one of the primary features associated with stock module
	* Manual stock update is another important feature of stock module as well		* Manual stock update is another important feature of stock module as well
			* The comments that are associated with the stock dispatching can be added to the stock movements.

	= Physical stock and virtual stock =		= Physical stock and virtual stock =
	There are two kinds of stocks that can be found in the stock module of Tactic. One of these stocks are called physical stock. Physical stock is referred to the quantity of products that are stored in a warehouse. Virtual stock is referred to the amount and quantity of the products that will be left in the warehouses after all the sells, manufacturing orders and purchases are done. Virtual orders are the extra products that will be left in the warehouses after delivering the orders of the customers as well.		There are two kinds of stocks that can be found in the stock module of Tactic. One of these stocks are called physical stock. Physical stock is referred to the quantity of products that are stored in a warehouse. Virtual stock is referred to the amount and quantity of the products that will be left in the warehouses after all the sells, manufacturing orders and purchases are done. Virtual orders are the extra products that will be left in the warehouses after delivering the orders of the customers as well.

N.paul: /* Automatic updating of stocks */

2022-12-23T07:52:24Z

Automatic updating of stocks

← Older revision		Revision as of 09:52, 23 December 2022
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	Allocation of stocks need to be done from the '''Product''' module as well, along with choosing the menu of '''new stock'''. Stocks can also be updated from the menu of warehouse. However, for updating the stocks from the warehouse menu the users need to enter the import process, multiple updates and more.		Allocation of stocks need to be done from the '''Product''' module as well, along with choosing the menu of '''new stock'''. Stocks can also be updated from the menu of warehouse. However, for updating the stocks from the warehouse menu the users need to enter the import process, multiple updates and more.
	= Automatic updating of stocks =		= Automatic updating of stocks =
	~~Stocks~~ can ~~be updated easily upon module configuration~~. ~~Stocks~~ are ~~automatically updated based~~ on ~~time~~ of ~~orders, time~~ of ~~shipments~~ and ~~at the time of invoice. Tactic also records the~~ stock ~~movement automatically based~~ on ~~the related activities~~.		For the convenience of product management, the users can enable automatic stock increase on dispatching of products from a supplier order receipt. For enabling this option, the users need to follow the mentioned steps. Which are, home -> setup -> modules & applications -> product management -> stock -> miscellaneous tab -> “Choose Rule for automatic stock increase (manual increase is always possible, even if an automatic increase rule is activated)” -> check the checkbox associated with “Increase real stocks on validation of reception”. The settings of stock module will be updated and increasing real stock on reception will be enabled.

	Also, if you want to be alarmed when the stock of your product reach to 0, you can set it via Tactic. For achieving this, you need to go to product menu -> products -> list -> stocks tab -> stock limit for alert -> click on the pen sign -> edit it out as per your preference -> modify. These steps are applied when the stock limit set to anything else other than 0. If the limit is set to 0 by default, then you will not have to change it at all.		Also, if you want to be alarmed when the stock of your product reach to 0, you can set it via Tactic. For achieving this, you need to go to product menu -> products -> list -> stocks tab -> stock limit for alert -> click on the pen sign -> edit it out as per your preference -> modify. These steps are applied when the stock limit set to anything else other than 0. If the limit is set to 0 by default, then you will not have to change it at all.

N.paul: /* Automatic updating of stocks */

2022-12-23T07:47:28Z

Automatic updating of stocks

← Older revision		Revision as of 09:47, 23 December 2022
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	Allocation of stocks need to be done from the '''Product''' module as well, along with choosing the menu of '''new stock'''. Stocks can also be updated from the menu of warehouse. However, for updating the stocks from the warehouse menu the users need to enter the import process, multiple updates and more.		Allocation of stocks need to be done from the '''Product''' module as well, along with choosing the menu of '''new stock'''. Stocks can also be updated from the menu of warehouse. However, for updating the stocks from the warehouse menu the users need to enter the import process, multiple updates and more.
	= Automatic updating of stocks =		= Automatic updating of stocks =
	Stocks can be updated easily upon module configuration. Stocks are automatically updated based on time of orders, time of shipments and at the time of invoice. Tactic also records the stock movement automatically based on the related activities.		Stocks can be updated easily upon module configuration. Stocks are automatically updated based on time of orders, time of shipments and at the time of invoice. Tactic also records the stock movement automatically based on the related activities.
			Also, if you want to be alarmed when the stock of your product reach to 0, you can set it via Tactic. For achieving this, you need to go to product menu -> products -> list -> stocks tab -> stock limit for alert -> click on the pen sign -> edit it out as per your preference -> modify. These steps are applied when the stock limit set to anything else other than 0. If the limit is set to 0 by default, then you will not have to change it at all.

	= Manual stock update practice =		= Manual stock update practice =
	The user can also update stocks manually as there can be unplanned stock movements as well. Hence, for increasing the convenience of the users Tactic has designed an option of manual stock update as well. For updating a stock manually, the users need to go to the '''stock''' option of the product module and then chose the sub option of '''stock movement'''. Then the users need to go to the option of '''correct stock''' or '''transfer stock''' need to be chosen for manual stock upgradation. The users need to add a label for moving or transferring a stock manually for better use.		The user can also update stocks manually as there can be unplanned stock movements as well. Hence, for increasing the convenience of the users Tactic has designed an option of manual stock update as well. For updating a stock manually, the users need to go to the '''stock''' option of the product module and then chose the sub option of '''stock movement'''. Then the users need to go to the option of '''correct stock''' or '''transfer stock''' need to be chosen for manual stock upgradation. The users need to add a label for moving or transferring a stock manually for better use.

N.paul: /* Replenishment and inventories */

2022-12-23T07:45:44Z

Replenishment and inventories

← Older revision		Revision as of 09:45, 23 December 2022
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	= Replenishment and inventories =		= Replenishment and inventories =
	Replenishment of products stand for the feature of generating orders for the vendors, which will not affect the desired value of the stock. Moreover, the users can easily make inventories from the '''stock''' module. The AWP (Average Weighted Price) value can be changed during the inventory.		Replenishment of products stand for the feature of generating orders for the vendors, which will not affect the desired value of the stock. Moreover, the users can easily make inventories from the '''stock''' module. The AWP (Average Weighted Price) value can be changed during the inventory.
			= Filtering stocks =
			If you want to filter stock movement based on date or product, you can do so by visiting product menu (from main menu) -> warehouse -> movements -> the filter fields will be shown right above the list -> choose the date by clicking on the calendar sign or add the product reference -> click on the search icon. The results will be filtered within no time.

N.paul: /* Setup */

2022-11-21T07:55:26Z

Setup

← Older revision		Revision as of 09:55, 21 November 2022
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	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Functionalities of Stock Module =		= Functionalities of Stock Module =

N.paul: /* Creation of warehouses */

2022-11-17T07:23:10Z

Creation of warehouses

← Older revision		Revision as of 09:23, 17 November 2022
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	= Creation of warehouses =		= Creation of warehouses =
	Warehouses play a very important role in the management of stocks. Hence, creation of warehouse is considered as the very first step of management of stocks. Creation of warehouse can be performed from '''products''' module. The option of '''New warehouse''' need to be chosen for creating a new warehouse. All the important and mandatory criterion need to be filled to proceed with the procedure. The users can define the status of the warehouses as '''active''' or '''closed''' for better use. This function of Tactic helps the users in temporarily blocking the warehouse movements or preparing the warehouses before activating is properly.		Warehouses play a very important role in the management of stocks. Hence, creation of warehouse is considered as the very first step of management of stocks. Creation of warehouse can be performed from '''products''' module. The option of '''New warehouse''' need to be chosen for creating a new warehouse. All the important and mandatory criterion need to be filled to proceed with the procedure. The users can define the status of the warehouses as '''active''' or '''closed''' for better use. This function of Tactic helps the users in temporarily blocking the warehouse movements or preparing the warehouses before activating is properly.

			You can even add extra fields for stock movement, if there is any field that is important for your business but missing in Tactic.

N.paul: /* Replenishment and inventories */

2022-11-17T06:51:38Z

Replenishment and inventories

← Older revision		Revision as of 08:51, 17 November 2022
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	The selection of removal strategy lies upon the users, who get to choose the strategy of removing products from a warehouse in the time of the shipments. Three options will be available in Tactic, the users can choose as per their preference. The users can either make their choice permanent or can choose an option during each of the shipment times. Upon upgradation Tactic can also suggest a suitable removal strategy all by itself.		The selection of removal strategy lies upon the users, who get to choose the strategy of removing products from a warehouse in the time of the shipments. Three options will be available in Tactic, the users can choose as per their preference. The users can either make their choice permanent or can choose an option during each of the shipment times. Upon upgradation Tactic can also suggest a suitable removal strategy all by itself.
	= Replenishment and inventories =		= Replenishment and inventories =
	Replenishment of products stand for the feature of generating orders for the vendors, which will not affect the desired value of the stock. Moreover, the users can easily make inventories from the '''stock''' module.		Replenishment of products stand for the feature of generating orders for the vendors, which will not affect the desired value of the stock. Moreover, the users can easily make inventories from the '''stock''' module. The AWP (Average Weighted Price) value can be changed during the inventory.

N.paul at 10:31, 1 July 2022

2022-07-01T10:31:10Z

← Older revision		Revision as of 12:31, 1 July 2022
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	[[File:Ware_1.PNG\|center]]		[[File:Ware_1.PNG\|center\|link=]]


	[[File:Ware_2.PNG\|center]]		[[File:Ware_2.PNG\|center\|link=]]


	[[File:Ware_3.PNG\|center]]		[[File:Ware_3.PNG\|center\|link=]]


	[[File:Ware_4.PNG\|center]]		[[File:Ware_4.PNG\|center\|link=]]


	[[File:Ware_5.PNG\|center]]		[[File:Ware_5.PNG\|center\|link=]]

	= Allocation of stocks =		= Allocation of stocks =

Admin: /* Creation of warehouses */

2022-04-19T11:27:40Z

Creation of warehouses

@@ Line 15: / Line 15: @@
 There are two kinds of stocks that can be found in the stock module of Tactic. One of these stocks are called physical stock. Physical stock is referred to the quantity of products that are stored in a warehouse. Virtual stock is referred to the amount and quantity of the products that will be left in the warehouses after all the sells, manufacturing orders and purchases are done.  Virtual orders are the extra products that will be left in the warehouses after delivering the orders of the customers as well.
 = Creation of warehouses =
 Warehouses play a very important role in the management of stocks. Hence, creation of warehouse is considered as the very first step of management of stocks. Creation of warehouse can be performed from '''products''' module. The option of '''New warehouse''' need to be chosen for creating a new warehouse. All the important and mandatory criterion need to be filled to proceed with the procedure. The users can define the status of the warehouses as '''active''' or '''closed''' for better use. This function of Tactic helps the users in temporarily blocking the warehouse movements or preparing the warehouses before activating is properly.
 = Allocation of stocks =
 Allocation of stocks need to be done from the '''Product''' module as well, along with choosing the menu of '''new stock'''. Stocks can also be updated from the menu of warehouse. However, for updating the stocks from the warehouse menu the users need to enter the import process, multiple updates and more.

← Older revision		Revision as of 12:31, 1 July 2022
Line 18:		Line 18:


	[[File:Ware_1.PNG\|center]]		[[File:Ware_1.PNG\|center\|link=]]


	[[File:Ware_2.PNG\|center]]		[[File:Ware_2.PNG\|center\|link=]]


	[[File:Ware_3.PNG\|center]]		[[File:Ware_3.PNG\|center\|link=]]


	[[File:Ware_4.PNG\|center]]		[[File:Ware_4.PNG\|center\|link=]]


	[[File:Ware_5.PNG\|center]]		[[File:Ware_5.PNG\|center\|link=]]

	= Allocation of stocks =		= Allocation of stocks =