Stock module manual

The Stock module reflects available quantities by item and by stock at all times. Every ERP operation (purchase, sale, transfer, return, stocktake, production) generates a movement that automatically adjusts the levels. Minimum thresholds trigger below-threshold or out-of-stock alerts.

The 3 stock management modes

Left-hand side menu: Stock. The submenu gives access to levels, movements, stocktakes, transfers, issues, returns, locations and warehouses.

The main screen lists the company's stocks with, at the top, summary cards (stocks in shortfall, items in shortfall, out of stock, nearly depleted). Each row carries a label, a type, an update date and a nature (receipt/purchase, or sale).

Stock list columns

Stock detail: lines & alerts

The detail of a stock shows its lines: item, quantity, minimum threshold, unit price and, depending on the mode, batch and expiry date. The alert level is calculated relative to the threshold.

Every quantity change generates a timestamped movement, logged with the old and new quantity, the type and the user. It is the complete log of stock in and stock out.

Movement types

Other internal technical codes exist (reservation cancellation, return following credit note, cancellations…) but are not entered manually.

The stocktake compares the virtual quantity (theoretical, calculated by the ERP) against the counted quantity (physical count). The variance follows from this and, on validation, an adjustment movement (type 6) aligns the stock with reality.

The transfer note moves quantities from a sending stock to a receiving stock (e.g. central warehouse → field seller stock). It generates two movements (type 7): an outbound one on the source side, an inbound one on the destination side.

The issue note records a non-sale goods issue (replenishing a stock, correction, preparation, POS register, field mission…). It decrements the stock concerned (type 8 movement).

Issue note types

The return note records merchandise returned by a field seller. The nature of the return (intact or defective) determines whether the quantity is put back into stock or not (type 11 movement on validation).

Return note statuses

Locations geographically situate your stocks (governorate, delegation), while warehouses organize physical storage (by item, category, capacity). Together they structure logistics.

The stock value aggregates, per item, the available quantity multiplied by the ex-works price (cost/valuation price). This indicator feeds the Stock dashboard and the global dashboard.

Stock lives in a continuous loop: In → Storage → Out → Stocktake, each step generating traced movements.

flowchart LR
  A([Purchase / Receipt]):::s --> E[Stock in
Procurement · type 0]:::p
  R([Intact return note]):::s --> E
  E --> ST[(Storage
by batch / expiry date)]:::st
  ST -->|sale · type 1| V([Sales issue]):::ko
  ST -->|transfer · type 7| T([Other stock]):::p
  ST -->|issue note · type 8| BS([Non-sale issue]):::ko
  ST --> I[Stocktake
type 6]:::p
  I -.->|variance| ST
  classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d;
  classDef s fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef st fill:#FFF7ED,stroke:#E07B00,color:#92400E;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

Roles & permissions

Indicative matrix — depends on the profiles defined in your company.

FAQ & Tips