<p>Flectra has preconfigured <strong>one Warehouse</strong> for you. <at-att-href="prepare_backend_url('stock.action_warehouse_form')">Edit its details or add new ones</a>.</p>
<li><strong>Stockable products</strong> are subject to the full inventory management system: minimum stock rules, automatic procurement, etc.</li>
<li><strong>Consumable products</strong> are always assumed to be in sufficient quantity in your stock, therefore their available quantities are not tracked</li>
<li><strong>Service products</strong> are non-material products provided by a company or an individual</li>
<li><strong>Manufacture:</strong> the product is manufactured internally or the service is supplied from internal resources</li>
<li><strong>Buy:</strong> the product is bought from a vendor through a Purchase Order</li>
</ul>
<ul>
<li><strong>Make to Stock:</strong> your customers are supplied from available stock. If the quantities in stock are too low to fulfill the order, a Purchase Order is generated according the minimum stock rules in order to get the products required</li>
<li><strong>Make to Order:</strong> the product is acquired only as demand requires, each time a Sales Order is confirmed. This does not modify stock in the medium term because you restock with the exact amount that was ordered</li>
<li><strong>On Hand products</strong> are physically located in the warehouse location at the current time. This includes items that are already allocated to fulfilling production needs or sales orders</li>
<li><strong>Available products</strong> are currently available for use in filling a new order for purposes such as production or distribution. This quantity does not include items already allocated to other orders or items that are in transit from a supplier</li>
<li>To use more precise units like pounds or kilograms, activate<i> Some products may be sold/purchased in different unit of measures (advanced)</i> in the <at-att-href="prepare_backend_url('stock.action_stock_config_settings')">Inventory Settings</a></li>
<li>You can review and edit the predefined units via the <at-att-href="prepare_backend_url('product.product_uom_form_action')">Units of Measures</a> configuration menu</li>
<li>Of course, feel free to add your own. Please note that Flectra is able to convert units within the same category, for example, liters to gallons in the volume category</li>
<li>Download the <ahref="/base_import/static/csv/products.xls">Excel template</a></li>
<li>Import using the top left button in <at-att-href="prepare_backend_url('product.product_template_action_product','list')">the list of products</a></li>
<div><spanclass="label label-default text-center flectra_purple"><at-att-href="prepare_backend_url('sale.action_quotations')"> Create a Quotation</a></span><div> for a customer and add products</div></div>
<div><spanclass="label label-default text-center flectra_purple">Confirm Sale</span><div>The quotation becomes a Sales Order and a Transfer Order is created</div></div>
<div><spanclass="label label-default text-center flectra_purple">Click on <spanclass="fa fa-truck"/> Delivery</span><div> on the sales order form to see Transfer Order</div></div>
<div><spanclass="label label-default text-center flectra_purple">'Available'</span><div>is displayed on the transfer if your products supply chain is properly configured. Otherwise, <strong>Check the availability</strong> manually</div></div>
<div><spanclass="label label-default text-center flectra_purple">Process the products</span><div>either by manually updating the Done quantity on the product lines, or let Flectra do it automatically while validating</div></div>
<div><spanclass="label label-default text-center flectra_purple"><at-att-href="prepare_backend_url('purchase.purchase_rfq')">Create a RFQ</a></span><div> from your vendor with the products and the requested quantities</div></div>
<div><spanclass="label label-default text-center flectra_purple">Confirm Order</span><div>The RFQ becomes a Purchase Order and a Transfer Order is created</div></div>
<div><spanclass="label label-default text-center flectra_purple">Click on <spanclass="fa fa-truck"/> Shipment</span><div> on the purchase order form or click on <i>Receive Products</i> to see the Transfer Order</div></div>
<div><spanclass="label label-default text-center flectra_purple">Find Incoming Shipments</span><div>via the <at-att-href="prepare_backend_url('stock.stock_picking_type_action')">Dashboard</a> when you receive the ordered products</div></div>
<div><spanclass="label label-default text-center flectra_purple">Process the products</span><div>either by manually updating the Done quantity on the product lines, or scan them with the Flectra Barcode app, or let Flectra do it automatically while validating</div></div>
<div><spanclass="label label-default text-center flectra_purple">Validate the Receipt Order</span><div>to mark the products as transferred to your stock location</div></div>
To create them, click on <strong><spanclass="fa fa-refresh"/> Reordering</strong> on <at-att-href="prepare_backend_url('product.product_template_action_product')">a stockable Product</a> and simply enter a minimum and maximum quantity.
Procurements Orders. You usually don't need to worry about them, but
sometimes the system can remain blocked without generating a
corresponding document, usually due to a configuration problem.
</p>
<pclass="text-muted">
It is therefore a good idea to check and try to resolve those procurement
exceptions. These are accessible from the Schedulers menu (you need the Stock
Manager role to see it).
</p>
<h4>Here are some usual problems and their solutions:</h4>
<ul>
<li><strong>No bill of materials defined for production:</strong> you need to create a BoM or indicate that the product can be purchased instead.</li>
<li><strong>No supplier available for a purchase:</strong> you have to define a supplier in the Procurements tab of the product form.</li>
<li><strong>No address defined on the supplier partner:</strong> you have to complete an address for the default supplier for the product concerned.</li>
<li><strong>No quantity available in stock:</strong> you have to create a reordering rule and put it in the order, or manually procure it.</li>
Numbers, usually identified by bar codes stuck on the products.
</p>
<p>
Lots can be encoded on incoming shipments, internal transfers and
outgoing deliveries according to the settings in the operation type.
The tracking can be configured on every product: not any tracing at
all, tracking by lot, or tracking by unique serial number.
</p>
<p>
In case of unique serial numbers, each serial number corresponds
to exactly one piece. In case of lots, you need to supply the quantity
for each lot when you move that product.
</p>
<h4>How to use Lot Tracking:</h4>
<ul>
<li><strong>Activate <i>Track lots or serial numbers</i></strong> in your <at-att-href="prepare_backend_url('stock.action_stock_config_settings')">Inventory Settings</a>.</li>
<li>Set the products you want to track with lots or serial numbers by setting the Tracking field on the product form</li>
<li><strong>When you process an incoming shipment, internal transfer or delivery</strong>, assign a lot number or different lot numbers or serial numbers to a product by clicking on the <spanclass="fa fa-list"/> icon</li>
</ul>
<p>To check the trajectory of a lot, find it back in <strong><i>Inventory Control > Serial Numbers / lots</i></strong>.
Choose a lot in the list and click on <i>Traceability</i>i>. You may also
filter the Quantitative Valuation of a product with a certain lot.</p>
