ERP Inventory Module Training
Items, warehouses, stock in and out, transfers, stock counts, serial and batch numbers, valuation and reports.
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- Number of sessions8 items
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About this training
Items, warehouses, stock in and out, transfers, stock counts, serial and batch numbers, valuation and reports.
- Creating Items
- Warehouses
- Stock Entries
- Transfers Between Warehouses
- Stock Reconciliation
- Serial and Batch Numbers
- Valuation and Reorder Level
- Stock Reports
Training outline 8 lessons
1Creating Items
1. Define item groups and units of measure.
2. Create an Item with code, name, group and unit.
3. Enable Maintain Stock for stocked items.
4. Enable unit conversions, serial or batch numbers if needed.
5. Add an image and description.
The video and file for this session will be added soon.
2Warehouses
1. Define warehouses as a tree (e.g. main, raw materials, scrap).
2. Each warehouse links to a company and a stock account.
3. Set each item's default warehouse.
The video and file for this session will be added soon.
3Stock Entries
1. Create a Stock Entry and choose its type: Material Receipt, Material Issue, Transfer or Manufacture.
2. Set source and target warehouses.
3. Enter items, quantity and rate.
4. Submit to update stock quantity and value.
The video and file for this session will be added soon.
4Transfers Between Warehouses
1. From a transfer Material Request, or directly, create a Stock Entry of type Material Transfer.
2. Choose source and target warehouses.
3. Submit; stock leaves the source and enters the target.
4. For goods in transit, use a two-step transfer via a transit warehouse.
The video and file for this session will be added soon.
5Stock Reconciliation
1. Create a Stock Reconciliation.
2. Add items, or import from a file, and enter counted quantities.
3. The system shows the difference from book stock.
4. Submit to correct stock and post the difference.
The video and file for this session will be added soon.
6Serial and Batch Numbers
1. Enable Has Serial No or Has Batch No on the item.
2. On receipt, record serial or batch and expiry date.
3. On issue, pick the serial or batch.
4. Use the tracking report to see a serial's or batch's path.
The video and file for this session will be added soon.
7Valuation and Reorder Level
1. Choose a valuation method: moving average or FIFO.
2. Set the reorder level and reorder quantity per item.
3. When stock reaches the level, a Material Request is created automatically.
The video and file for this session will be added soon.
8Stock Reports
1. View Stock Balance and Stock Ledger.
2. Stock Ageing reveals slow-moving items.
3. Reconcile stock value with the financial accounts.
4. Filter by warehouse and item, then export.
The video and file for this session will be added soon.