πŸ“Š Stock Management

⭐ Overview

The Stock Management system in Concord CRM Inventory Module enables precise tracking of products after they are received. Stocks are created automatically from receipt items and can be adjusted or transferred using dedicated tools like Put Away and Stock Adjustment.

πŸ—οΈ Stock Structure

πŸ“ Basic Information

  • Product: Pulled from the product catalog

  • Warehouse: Storage location (optional on creation)

  • Bin: Sub-location within a warehouse (optional)

  • Quantity: Total units of the product in stock

  • Created By: User who initiated the stock creation

πŸ—’οΈ Warehouse and Bin fields can be empty if stock is not yet assigned to a specific location.


βš™οΈ How Stocks Work

1️⃣ Stock Creation

Stocks are automatically created after receipt items are confirmed.

  • Each receipt item becomes a stock record.

  • Stock entry includes:

    • Product

    • Quantity

    • Created By

    • Optional Warehouse and Bin if known at the time

  • Stock records are linked back to the originating receipt.


πŸ”§ Stock Actions

πŸ”„ Put Away

Used to assign or transfer stock to a specific warehouse and bin.

πŸ‘‡ Action Interface:

  • Source (optional): From existing warehouse and bin (if assigned)

  • Destination:

    • Warehouse (selectable)

    • Bin (selectable based on warehouse)

πŸ” Logic:

  • If the stock is unassigned, it's placed into the selected warehouse/bin.

  • If already assigned, stock is transferred to the new warehouse/bin.

  • Stock quantity remains the same.


πŸ“‰ Stock Adjustment

Used to increase or decrease existing stock quantity for various operational reasons.

πŸ‘‡ Action Interface:

  • Action Type: Increase / Decrease

  • Quantity: Number of units to add or subtract

  • Reason: Mandatory text input explaining the adjustment

🧠 Logic:

  • Quantity is adjusted as per user input.

  • Reason is stored in audit for traceability.

  • Used for correcting errors, handling losses, or manual adjustments.


πŸ“„ Stock Pages

πŸ“‹ Stock List Page

πŸ‘€ What you see:

  • Product

  • Warehouse

  • Bin

  • Quantity

  • Created by

  • Action buttons (Put Away, Stock Adjustment)


⭐ Key Features

  • πŸ“¦ Auto-Creation: Stocks are created instantly from receipt items

  • 🏒 Location Assignment: Support for multi-warehouse and bin-level organization

  • πŸ”„ Stock Transfer (Put Away): Move items across warehouses and bins

  • πŸ“‰ Stock Adjustment: Increase or decrease inventory with reasons

  • πŸ‘₯ User Tracking: Tracks which user created or modified stock

  • πŸ“Š Real-Time Updates: Inventory reflects changes immediately


πŸ“ Business Rules

❗ Required Fields

  • Product

  • Quantity

  • Created By

βœ… Validation Rules

  • Quantity must be a positive number

  • Reason is mandatory for stock adjustments

  • Cannot transfer stock to an invalid bin

  • Cannot reduce stock below 0


πŸ”— Integration with Other Modules

  • πŸ“₯ Receipt Management: Stocks are created from received items

  • πŸ›οΈ Product Catalog: Product validation and linking

  • 🏒 Warehouse & Bin Management: For storage structure

  • πŸ‘€ User Management: Role-based access and auditing


πŸ” Data Security

  • πŸ›‘οΈ Access Control: Only authorized users can adjust or transfer stock

  • πŸ”’ Data Integrity: All operations occur within safe transactions

  • πŸ“ Audit Trails: Tracks all adjustments, transfers, and reasons


πŸ’Ό Common Use Cases

πŸŒ… Daily Operations

  • Assigning received stock to storage locations

  • Transferring stock between warehouses

  • Adjusting quantities after physical count

πŸ“Š Monthly/Quarterly Tasks

  • Stock valuation audits

  • Warehouse/bin reorganization

  • Error correction and reconciliation

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