Add Supplier Add Warehouse Product Configuration Product Allocation View Stock

Requirements

  1. At least there is a product exist the system.
    Refer to Adding a product if there is no product exist in the system yet.

Add Supplier

  1. Open the Supplier screen by clicking Admin → Basic Configuration → Suppliers

  2. Enter the supplier details into the provided fields
    Refer to Supplier Property Details for more in-depth explanation of each fields

  3. Click “Add Supplier”

Add Warehouse

  1. Open the Warehouse screen by clicking Admin → Basic Configuration → Warehouses

  2. Enter the warehouse details into the provided fields
    Refer to Warehouse Property Details for more in-depth explanation of each fields

  3. Click “Add Warehouse”

Product Configuration

  1. Select the product that you wish to have the stock tracked in ASAP
    Refer to Modifying a Product for the step-by-step tutorial on how to select a product

  2. Enter all of the suppliers that will supply this product

  3. (Optional) Enter the barcode of the product. Barcode will be useful in product allocation.

  4. Check the “Enable Stock Tracking” flag

  5. (Conditional) Enter “Child Stock Products” field if you have duplicated products in the product list. For example, if you have a product that will be available in different activity or prices. This product will be used to track the stock of all of the child products.

View Product Stock

  1. Open the Report screen by clicking Reports

  2. Select “Stock Summary” in the report field

  3. Enter any necessary filters and select “Show Summary”
    Refer to Stock Summary Filter Details for more in-depth explanation of each fields

Supplier Property Details

Property Description
Description* Supplier’s name
Email Supplier’s email address
Supplier Name of the person who can be contacted
Contact Number The number that can be contacted
Products A list of product that are being supplied by this supplier

Warehouse Property Details

Property Description
Name* Assign a name to the warehouse
Address Address or location of the warehouse
Phone Number The phone number that can be contacted

Stock Summary Filter Details

Filter Description
Report Type Track the product stock on the selected entity.
e.g. select fieldworker to track all of the stock on each fieldworker
Show Select the type of stock tracking.
e.g. select “Stock On Hand” to view all of the stock that is available.
select “Stock Returns” to view all of the returned stock
Return Reason You can filter out the result of summary using “return reason” with this field
Primary Stock Products Select the product that will be displayed in the summary