Inventory Management

Learn how to manage goods storage using Stock Control.

The Stock Control info area allows you to enter goods removed from or returned to storage for each rep (warehouse management). The individual items removed or returned and their lot number are stored in stock control item records.

Switch to the Stock Control info area and add a new record.

  1. Enter the rep (Rep ID) that the record applies to. By default, you are automatically entered.
  2. Select the Stock that the record applies to.
  3. Select the type of transaction in the Stock Receipt Type field, e.g. withdrawal, return, defective, loss etc.
  4. Choose the desired quantity factor in the Quantity factor field. The quantity factor determines how the stock control items affect stocks, i.e. whether stocks are increased or decreased, and whether quantities are specified in individual units (+ Qty, - Qty) or packaging units (+ Pack.Unit, - Pack.Unit).
    Note: You can assign a fixed quantity factor to the transaction types in the Stock Transaction Type info area. If you enter a transaction type in the Stock Control info area, the quantity factor is then entered automatically.
Note: Based on the information in the Stock Control and Stock Control Item info areas, Aurea CRM automatically adds records for each rep, stock, lot and item to the Stock info area, with the corresponding number of units being subtracted or added each time a change is made.

Stock Control Items

If you remove items from the stock or return them, you need to add a stock control item to the stock control record. You can also enter quantities per lot (Lot No. field).

You can either add stock control items directly or select Quick Add (Items) from the context menu to use the quick add function.

To add a stock control item record:

  1. Switch to the desired record in the Stock Control info area.
  2. Select Stock Control Items from the context menu.
  3. Start the search.
  4. Click on (New).

  5. Enter the Item No. or click on (Select) to select an item. The Item Name, Sector, Product Group, Brand, Grade and Packaging Unit are entered automatically.
  6. Enter the item’s quantity in the Quantity field to determine the amount to be added or removed from the stock.

    If either +Pack. Unit or -Pack.Unit is entered as the quantity factor in the parent stock control record, the quantity by which stocks are affected (Inventory quantity) is calculated based on the size of a packaging unit. The Packaging Unit is transferred from the Item Master info area or can be entered manually.

  7. Save.

Aurea CRM automatically adds a stock record to the Stock info area for this item and lot (if not already present) and calculates the current items in stock (or updates the existing record accordingly).