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Running the administration — content, users, e-shop, invoicing and settings
Warehouse / Module overview

Warehouse — module overview#

Records how much of what you have and where. The e-shop takes availability from here; the warehouse itself sells nothing.

What it consists of#

Part Purpose
Stock items the item register
Warehouses and batches where goods sit, expiry dates
Stock documents receipts, issues, transfers, stocktakes
Reservations goods promised to orders
Suppliers who you buy from
Margin report what you earn on what
Vacations when you do not dispatch
Module settings warehouse behaviour

Three numbers that get confused#

Every item carries three different quantities:

Number Meaning
In stock what physically sits on the shelf
Reserved promised to orders but not yet dispatched
Available in stock minus reserved — what you can still sell

Customers buy against available, not against stock

Ten in stock and eight reserved means a customer can buy two. When the e-shop says "sold out" while goods sit on the shelf, look at the reservations.

When stock changes#

Stock does not change when an order is placed. It changes at two moments:

  1. An order is created → the goods are reserved. Physically they are still in stock.
  2. The order moves to a status with "Confirm stock" (usually sent) → the goods are written off.

See Order statuses.

Skipping a status skips the write-off

Jumping from approved straight to done means the write-off never happened. The goods stay in stock even though they are with the customer — and the difference surfaces at the next stocktake.

  1. Warehouses — at least one.
  2. Suppliers.
  3. Stock items and their link to e-shop goods.
  4. The opening balance via a receipt, not by editing a number.
  5. A test order, checking that both the reservation and the write-off happened.

Enter the opening balance as a document

It is tempting to overwrite the number on the item. A document leaves a trace — in a year you will know where the quantity came from. Without one it cannot be verified.

Relationship to the e-shop#

A stock item and an e-shop product set are two things joined by a link. The item holds quantity and purchase price; the set holds the selling price and the description.

An unlinked item controls nothing

When an item is not linked to a set, the e-shop does not know about it and sells regardless of quantity. After creating new goods, check that the link exists.