Quick posting

Warehousing > Quick posting > Tab QUICK POSTING

Product list

The QUICK POSTING tab displays a list of all available products and allows to post stock in, release stock from stock and transfer stock in your storage locations.

The Warehousing module is undergoing a major redesigning process and therefore only the core features are described in this documentation.

Product list

The product list displays all available products. Depending on the settings, the displayed columns may vary. All fields are read-only.

  • SKU
    Product SKU.

  • Name
    Product name.

  • Net
    Product net price.

  • Gross
    Product gross price.

  • Available
    Available units of the product, that is, the units in stock minus the reserved units.

  • Reserved
    Reserved units of the product, that is, units included in customers' open orders.

  • Ordered
    Ordered units of product, that is, units ordered by the supplier for restocking.

  • On stock
    Actual number of units of the product stored.

Section for multiple posting

This section displays a list of the products selected and moved per drag and drop when posting stock for multiple materials at a time. Depending on the tab selected below, the columns and the buttons displayed may vary.

  • Stock in
    Select this tab to add stock to the warehouse.

  • Release from stock
    Select this tab to release stock from the warehouse.

  • Transfer
    Select this tab to transfer stock from a storage shelf to another storage shelf.

The following functions and fields are available:

  • SKU
    Product SKU.

  • Name
    Product name.

  • Post in warehouse
    Double-click the field to display the drop-down list and select the storage shelf where you want to post the material. Alternatively, you can create a storage shelf by selecting the New storage shelf option. This column is displayed when you select the Stock in and Transfer tabs.

  • Post from warehouse
    Double-click the field to display the drop-down list and select the storage shelf where you want to take the material from. This column is displayed when you select the Release from stock and Transfer tabs.

  • Warehouse
    Double-click the field to display the drop-down list and select the warehouse where you want to create the storage shelf. This field is only unlocked when you select the New storage shelf option.

  • Storage shelf input
    Double-click the field and enter the storage shelf number when creating a new storage shelf. This field is only unlocked when you select the New storage shelf option.

  • Primary storage*
    Double-click the field to display the drop-down list and select Yes if you want to set the new storage shelf as primary. This field is only unlocked when you select the New storage shelf option.

  • #
    Double-click the field to unlock it and enter the quantity of units you want to post.

  • Comment
    Double-click the field to unlock it and enter any comments you desire.

  • [STOCK IN]
    Click this button to stock in the selected materials.

  • [RELEASE FROM STOCK]
    Click this button to release from stock the selected materials.

  • [REDISTRIBUTE]
    Click this button to transfer the selected material stock from one storage shelf to another.

  • Manual posting
    Click the drop-down list to select the appropriate manual posting type. The posting types displayed vary according to the tab selected.
    For detailed information on all posting types available in the system, see Posting types.

Product list context menu

Warehousing > Quick posting > Tab QUICK POSTING > Right-click a product

Context menu

  • [Open]
    Click this menu entry to display the product details. Alternatively, double-click a product in the list to open it. The Basic data tab is displayed by default, see Basic data.

  • [Display stock allocation]
    Click this menu entry to display the stock allocation for the selected material. The Display stock allocation window is displayed, see Display stock allocation.

Basic data

Warehousing > Quick posting > Tab QUICK POSTING > Double-click a product > Tab Basic data
Warehousing > Quick posting > Tab QUICK POSTING > Right-click a product > Menu entry Open > Tab Basic data

Basic data

The Basic data tab contains the main product details, such as product SKU and name. These details are imported from the old Product management module, are locked and cannot be modified here. Only the relevant functions for this version of the Warehousing module are described below.

  • Warehouse logistics active for this product
    Click the drop-down list and select Yes if you want to activate the warehouse logistics for this product. Otherwise, you cannot post stock for this product. Once the warehouse logistics is active for a product, the Warehouse/suppliers tab is displayed.

    When selecting the Warehouse/supplier tab, the Warehouse management sub-tab is displayed by default. The Warehouse management sub-tab contains three sub-tabs. In this documentation, only the Warehouse management and Stock history sub-tabs are described. For detailed information, see Warehouse management and Stock history.

Warehouse management

Warehousing > Quick posting > Tab QUICK POSTING > Double-click a product > Tab Warehouse/suppliers > Sub-tab Warehouse management
Warehousing > Quick posting > Tab QUICK POSTING > Right-click a product > Menu entry Open > Tab Warehouse/suppliers > Sub-tab Warehouse management

Warehouse management

The Warehouse management sub-tab contains the Storage locations and Stocks sections.

Storage locations

In this section, the list displays all storage shelves where the selected material is stored.

The following functions and fields are available:

  • ID
    Storage shelf identification number. This value is assigned automatically by the system.

  • Warehouse ID
    Warehouse identification. You can choose this number when creating the warehouse.

  • Warehouse
    Warehouse name. You can choose the name when creating the warehouse.

  • Storage shelf
    Storage shelf number. You can choose this number when creating the storage shelf.

  • is primary storage
    Indication whether the storage shelf is set as primary (1) for the selected material or not (0).

  • Stock
    Actual number of units stored in the storage shelf.

  • Blocked storage
    Indication whether the storage shelf is set as blocked storage (1) for the selected material or not (0).


  • Select the checkbox of a storage shelf to edit or delete it. The Edit section is displayed.

  • [CREATE]
    Click this button to create a storage shelf. The Add section is displayed.

  • [DELETE]
    Click this button to delete a selected storage shelf.

Add/Edit

Add storage shelf

In this section, you can edit the storage shelves and create new ones.

When clicking the [CREATE] button, the Add section is displayed. When selecting a checkbox in the list, the Edit section is displayed. The fields in the Add and the Edit section are identical.

The following functions and fields are available:

  • Warehouse ID
    Click the drop-down list and select the warehouse where you want to create the storage shelf.

  • Storage shelf
    Enter a number for the storage shelf.

  • is primary storage
    Click the checkbox if you want to set the storage shelf as primary.

  • Blocked storage
    Click the drop-down list if you want to set the storage shelf as blocked storage and select a condition. The following options are available:

    • ALL CONDITIONS
    • NO ORIGINAL PACKAGING
    • Incomplete
    • Defective item
    • Defective item, to be repaired
    • Out of withdrawal period
    • Out of warranty
    • Used
    • Wrong serial number

  • [SAVE]
    Click this button to save the storage shelf. The new storage shelf is displayed in the Storage locations section.

  • [CLEAR]
    Click this button to clear all fields in the section.

Stocks

The list in this section displays the current stocks of the selected material.

The following functions and fields are available:

  • Warehouse
    Warehouse ID and name.

  • Stock
    Actual units in stock.

  • Reserved
    Reserved units for open customer orders.

  • Available in stock
    Actual units minus reserved units.

    • Ordered
      Ordered units for restocking purposes.

  • Available
    Actual units in stock plus ordered units.

  • Pre-reserved
    Pre-reserved units for products placed in the customer shopping cart.

  • [ADD POSTING]
    Click this button to add a single posting manually. The window to add postings is displayed, see Add posting.

  • [DISPLAY STOCK ALLOCATION]
    Click this button to display the stock allocation for the selected material. The Display allocation window is displayed, see Display stock allocation.

Add posting

Warehousing > Quick posting > Tab QUICK POSTING > Double-click a product > Tab Warehouse/suppliers > Sub-tab Warehouse management > Button ADD POSTING
Warehousing > Quick posting > Tab QUICK POSTING > Right-click a product > Menu entry Open > Tab Warehouse/suppliers > Sub-tab Warehouse management > Button ADD POSTING

Add posting

The following functions and fields are available:

  • Stock location
    Click the drop-down list and select the storage shelf where you want to post stock.

  • Posting type
    Click the drop-down list and select the desired posting type.
    For detailed information on all posting types available in the system, see Posting types.

  • New stock location
    Click the drop-down list and select the desired stock location. This drop-down list is only displayed if you have selected the Stock transfer posting type.

  • Change
    Number of stock units to be posted. By default, 1.00 is displayed. You can enter a different material amount if desired. Depending of the posting type, the sign changes.

  • Posting date
    Enter the desired date with your keyboard. Alternatively, click the Calendar (Calendar) button to select a date.

  • Comment
    Enter a comment to the posting if desired.

  • Customer
    Enter the customer number if desired. This field is only displayed if you have selected the posting type Sale. Alternatively, click the Search (Search) button to search for a supplier. The Select address window containing the customer/supplier list is displayed, see Customer/supplier list.

  • Sale price net
    Enter the product net price if desired. This field is only displayed if you have selected the posting type Sale.

  • Supplier
    Enter the supplier number if desired. This field is only displayed if you have selected the posting type Purchase. Alternatively, click the Search (Search) button to search for a supplier. The Select address window containing the customer/supplier list is displayed, see Customer/supplier list.

  • Purchase price net
    Enter the product net price if desired. This field is only displayed if you have selected the posting type Purchase.

  • Old stock
    Current number of stock unit in the selected storage shelf. This field is read-only.

  • Old total stock
    Current number of stock units in all storage shelves. This field is read-only.

  • New stock
    New number of stock units in the selected storage shelf after the posting has been made. This field is read-only and updates automatically.

  • New total stock
    New number of stock units in all storage shelves after the posting has been made. This field is read-only and updates automatically.

  • [SAVE & NEW]
    Click this button to save the posting.

  • [CANCEL]
    Click this button to cancel the posting process.

Display stock allocation

Warehousing > Quick posting > Tab QUICK POSTING > Double-click a product > Button DISPLAY STOCK ALLOCATION
Warehousing > Quick posting > Tab QUICK POSTING > Right-click a product > Menu entry Open > Tab Warehouse/suppliers > Sub-tab Warehouse management > Button DISPLAY STOCK ALLOCATION

Display stock allocation

The list in this window displays the stock allocations for the selected material. All fields are read-only.

  • Target channel
    Channel where a stock allocation value is to be transferred.

  • Stock
    Calculated value to be transferred to the corresponding target channel.

Stock history

Warehousing > Quick posting > Tab QUICK POSTING > Double-click a product > Tab Warehouse/suppliers > Sub-tab Stock history
Warehousing > Quick posting > Tab QUICK POSTING > Right-click a product > Menu entry Open > Tab Warehouse/suppliers > Sub-tab Stock history

Stock history

The list displays all stock postings for the selected material. The list displayed here is similar to the one displayed in the Posting history menu entry when filtering by product. For detailed information on all columns, see Posting history.

  • Storage location
    Click the drop-down list to filter the postings by storage shelf.

  • Posting type
    Click the drop-down list to filter the postings by posting type.
    For detailed information on all posting types available in the system, see Posting types.

  • [EXCEL]
    Click this button to export the stock history as an Excel file. This button is only displayed if the Statistics module is installed.
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