Stocks

Use the Stock info area to manage various stocks (e.g. branch XY etc.) for each rep/resource and item.

Based on stock-effective stock control item and material order item records, Aurea CRM automatically adds stock records for each rep/resource, stock and item. Each time stocks are affected by a transaction, the corresponding number of units are added or subtracted.

Items can also be distributed without taking stocks, in which case the rep’s stock remains unchanged, >> Records with no Effect on Stocks.

Stocks are always counted in units (Quantity Unit field). The available packages and remaining units are calculated as follows:

Use the No Restrics. (no restrictions) and Negative stock allowed (negative stocks allowed) fields to determine how the system behaves if stocks are exceeded, >> Exceeding Stocks.

To manually add a stock:

1. Select (Sales) > Stock.
2. Start the search.
3. Click on (New).
   
   
4. Enter data such as the Rep ID, Stock, Item No. etc.
5. Save the record.