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Inventory — user documentation

This documentation describes the “Inventory” section: locations, receipts, shipments, transfers, scrap, adjustments, picking tasks, lots and packages, as well as reports and ledgers.

Contents​

Sections:

Quick start​

Below is a typical warehouse cycle.

  1. Create/review locations (warehouse, zones, bins) if bin-level storage is required.
  2. Create a receipt:
    • specify supplier (if used) and warehouse;
    • add item lines and quantities;
    • move the receipt to execution and complete it.
  3. Create a shipment:
    • specify customer (if used) and warehouse;
    • add item lines and quantities;
    • run availability checks and reservation (if enabled);
    • perform picking (if used) and complete the shipment.
  4. If needed, perform a transfer between warehouses/zones.
  5. Use scrap to record discrepancies (damage, losses, defects, expiry, etc.).
  6. Periodically run adjustments and close them.

The “Inventory” section typically contains groups:

  • Operations — documents (receipts, shipments, transfers, scrap, adjustments).
  • Processes — tasks and processing panels (e.g., picking).
  • Reporting — stock and movement reports.
  • Settings — parameters and directories.

Terms​

Location​

A warehouse, zone or bin where items are stored.

Receipt​

A document that records goods coming into the warehouse.

Shipment​

A document that records goods going out of the warehouse.

Transfer​

A document that moves goods between locations.

Scrap​

A document for writing off goods (damage, losses, defects, expiry, etc.).

Adjustment​

A procedure for counting stock and recording variances.

Lot​

A batch/serial identifier used for traceability.

Package​

A packaging unit/container used for stock accounting.