This guide describes how to manage stocks and shelf locations in Netvisor. Stocks are used to allocate stock entries to the correct location, enabling stock inventory to be done by stock and internal stock transfers.
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Stock and shelf location management
Stocks are used in stock reporting to see which stock or shelf location the stock entry is directed to. This way, stock inventory can be done by stock, and internal stock transfers can be made between stocks. A default stock setting can be set behind the product from the product card, which is always used by default when the product is taken into stock processing. This way, the level of automation can be increased, for example, in sales processing, where goods are sold from only one stock.
If the company has only one stock, a separate stock does not have to be added/used separately, but then everything happens with one "basic stock". However, it is recommended that the stock is established and always used. This is especially helpful in the case that the company eventually gets another stock.
There is an option to set a 5-level hierarchy in the stock. The number of shelf locations is not limited. Products can only be added to the lowest level of the hierarchy, and the addition is done from the product card.
The front page of stocks shows all the company's stocks and possible shelf locations.
From the front page, you can directly see the values of the stocks and the number of items in each stock.
From the link "Add stock" in the upper right corner, you can add a new stock. With the manage email addresses function, you can set a stock-specific email address. The email address can be set for an individual stock or for all stocks using the mass function. Stock-specific email addresses can be used to send a pick list in connection with the delivery of a sales order.
By clicking the value sum link, you can see the stock report for that stock, which shows the products, their value, the number of products in stock, and the reserved and incoming quantities. From the drop-down menu in the upper right corner of each stock, you can change the stock information (name and location), edit shelf locations, and delete the stock. A stock can only be deleted if there are no products in the stock or it has no value.
The order of shelf locations can be changed by dragging the shelf from the icon in front of the row. The hierarchy is adjusted from the drop-down menu on the right side of the row. From the same drop-down menu, you can also change the name of the shelf location and delete the shelf location - the condition for this is that there are no products on the shelf location.
The shelf location always comes from behind the product and is set for the product. This can be added by opening the product card and clicking the link to manage the product's shelf locations. You can add a stock-specific shelf location for the product. In one stock, there can only be one default shelf location per product. However, with a stock transaction, you can choose the shelf location (e.g., if the product is in two shelf locations, only one shelf location is visible on the product card, but another shelf location can be specified for the purchase).
Below is an image of the product information:
From the screen that opens, select "add shelf location" via the arrow button. This does not directly add a new shelf location to the stock but adds an existing shelf location to the product.
Shelf location change
If a product needs to be moved to a new shelf location, a new shelf location must first be added under the correct stock. After this, the product is retrieved from the product listing and taken to the process basket. The product's stock quantity is recorded or, if necessary, the correct stock quantity is checked from the stock itself. The stock is inventoried to zero by setting the value zero in the stock quantity field. This also empties the old shelf location. After this, go to the product and change the new correct shelf location behind the product and remove the old shelf location from behind the product. Then, from the product listing, make a new inventory entry for the correct quantity to this stock through the process basket, which also moves the product to the new shelf location in the background.
The stock inventory has its own Inventory guide.
Shelf location deletion
A shelf location can be deleted even if it has a balance. This does not delete the shelf location from old stock transactions but prevents it from appearing in new transactions and it also disappears from the product information.
Stock deletion
A stock cannot be deleted if the stock has value or the summed quantity of the stock's products is not zero. From the product listing, you can check the stock status of products by stock and perform a stock-specific inventory entry for selected products through the process basket. If the stock is deleted, it does not delete old entries for that stock.
Keywords: Shelf location, stock transfer
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