Inventory Management

Inventory Management

Inventory

A set of tangible goods held for internal use in the production process, such as raw materials, products in process, packaging materials, etc., or spare parts for maintenance that are consumed in the operating cycle or those intended for sale.

Select Warehouse

To register, modify, delete operations or issue reports, you must select the warehouse in which the transactions will be made, by performing the following actions:
On the main screen in the general information section of the system, click on the Select Warehouse icon.
In the Select Warehouse section, choose the warehouse where the movement of products or goods will take place by clicking on the warehouse shown in the drop-down list.
Press the Select button.
In order to be able to select a warehouse, you must be registered in it.
To do this, go to Configuration → Back Office Configuration → Inventories → Assign Users to Warehouse.



This module performs inventory management by means of the following operations:

    • Related Articles

    • Inventory Reports

      This application generates the reports related to the inventory management transactions. The reports can be viewed on screen, printed, saved in PDF or sent to Excel. To generate the reports, perform the following steps: Go to: Administration (Back ...

    • Register Physical Inventory

      This application manages the registration of the inventory at the end of the period/month, which will be considered as stock in the system once the update or closing of the month is performed. Enter Administration (Back Office) → Inventory Management ...

    • IMPORT Electronic Inventory Documents

      To execute the process of importing the information from the XML file to Accounts Payable, perform the following steps: Go to: Administration (Back Office) → Inventory Management → Warehouse Incoming and Outgoing → IMPORT Electronic Inventory ...

    • Comparison of Physical Inventory vs. Computer

      This report shows the physical inventory registered versus the inventory in the system after updating the open month's transactions such as incoming, departures, adjustments, etc. To generate the report the following actions are performed: Enter ...

    • Update Physical Inventory and/or Close of Month

      Actions Prior to Closing of the Inventory Management Module Before closing the Inventory Management module, it is suggested: Check that there are no pending transactions to be entered for the period to be closed (incoming, outgoing, requisitions, ...