π Stock Management
β 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.
ποΈ Stock Structure
π 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
ποΈ Warehouse and Bin fields can be empty if stock is not yet assigned to a specific location.
βοΈ How Stocks Work
1οΈβ£ 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.
π§ Stock Actions
π Put Away
Used to assign or transfer stock to a specific warehouse and bin.
π Action Interface:
Source (optional): From existing warehouse and bin (if assigned)
Destination:
Warehouse (selectable)
Bin (selectable based on warehouse)
π 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.
π Stock Adjustment
Used to increase or decrease existing stock quantity for various operational reasons.
π Action Interface:
Action Type: Increase / Decrease
Quantity: Number of units to add or subtract
Reason: Mandatory text input explaining the adjustment
π§ Logic:
Quantity is adjusted as per user input.
Reason is stored in audit for traceability.
Used for correcting errors, handling losses, or manual adjustments.
π Stock Pages
π Stock List Page
π What you see:
Product
Warehouse
Bin
Quantity
Created by
Action buttons (Put Away, Stock Adjustment)
β Key Features
π¦ Auto-Creation: Stocks are created instantly from receipt items
π’ Location Assignment: Support for multi-warehouse and bin-level organization
π Stock Transfer (Put Away): Move items across warehouses and bins
π Stock Adjustment: Increase or decrease inventory with reasons
π₯ User Tracking: Tracks which user created or modified stock
π Real-Time Updates: Inventory reflects changes immediately
π Business Rules
β Required Fields
Product
Quantity
Created By
β
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
π Integration with Other Modules
π₯ Receipt Management: Stocks are created from received items
ποΈ Product Catalog: Product validation and linking
π’ Warehouse & Bin Management: For storage structure
π€ User Management: Role-based access and auditing
π Data Security
π‘οΈ Access Control: Only authorized users can adjust or transfer stock
π Data Integrity: All operations occur within safe transactions
π Audit Trails: Tracks all adjustments, transfers, and reasons
πΌ Common Use Cases
π
Daily Operations
Assigning received stock to storage locations
Transferring stock between warehouses
Adjusting quantities after physical count
π Monthly/Quarterly Tasks
Stock valuation audits
Warehouse/bin reorganization
Error correction and reconciliation
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