Stock/Inventory

[Omkar Ghatpande]

I'm wondering..  What should be the system behaviour in these 2 scenarios:

1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?

2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?

My appreciations for an amazing platform, application -  really liked the design clarity/philosophy.

Thanks

Omkar

[Addy]

Hi Omkar

I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.

So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).

This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.

What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.

I hope this answers your 2nd query clearly, if not, then let me know.

[Omkar Ghatpande]

Hi Aditya,

It does answer my query.

Thanks!

Omkar

[Mahesh]

Hi,
what if "update_stock" default is made as "CHECKED"

Customise Forms > Sales Invoice > Update Stock > Default =1 And Hidden

and if users get to create sales invoice directly from sales order, will the updating of stock happen , and will the dual method (with or without Delivery note) work to ensure that stock is automatically updated ?

not tried it but just wondering if someone can figure that out ?

Regards,
Mahesh

--
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-fo...@googlegroups.com.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/1408617434.8928.1.camel%40omkar-Vostro-1014.

For more options, visit https://groups.google.com/d/optout.

[Rushabh Mehta]

On 22-Aug-2014, at 11:20 am, Mahesh <ma...@maheshengg.com> wrote:

Hi,
what if "update_stock" default is made as "CHECKED"

Customise Forms > Sales Invoice > Update Stock > Default =1 And Hidden

You can set this by creating a new POS Setting.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAPjtCMn%2BVh_vDDQVOmOZ9HFXxMcjahwSMd6eouvLFjPZVdvbkQ%40mail.gmail.com.

[Omkar Ghatpande]

Hi Guys,

Another related query here -

If I've checked 'Has Batch - Yes' for a non-serialized inventory item, and I use the Stock Reconciliation tool to make some quantity/valuation changes, how will these be distributed among different batches in a Warehouse?

Thanks, 

Omkar

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/C35BCE26-87C7-4A96-BB37-32F8B47E5FBE%40gmail.com.

[Umair Sayyed]

Omkar,

You should reconcile quantity/valuation for the batch items from Stock Entry.

For adjusting quantity, make Material Issue (to decrease items stock) or Material Receipt (to increase stock).

For correcting valuation, you should make new Material Receipt at required valuation rate, and issue items with wrong valuation rate.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAOnj--JF6qtAynQC_r8pQhSKp0oBr5fxHZ9jm1ST8AH5C4K_xg%40mail.gmail.com.

For more options, visit https://groups.google.com/d/optout.

--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

[Omkar Ghatpande]

Thanks for the response Umair. I'll check this out.

Sent from a Mobile Device

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAJ33fAvgMt6hUZpz1eRtQHnwygH%3D2MMw88TeZbZA1qtjT%3Dz2qg%40mail.gmail.com.