Setting up the Inventory module

This topic describes the stages in the inventory process.

The following movement stages make up the inventory process:

Order Entry - the lines of the movement order are created.
Order Confirmation - the lines of the movement order are confirmed as being correct.
Picking - the items detailed on the movement order line are printed on a picking list, so the movement order can be made up for dispatch to the customer. This is used for issues only.
Pick Confirmation - when the items have been picked, the movement order can be checked as being correct, or the amounts actually picked can be entered. These may differ from that originally ordered, for example, if the order has changed or if the full quantity ordered is not held in stock. This is used for issues only.
Dispatch - the items are ready for sending to the customer and a dispatch note is produced to accompany the movement order. This is used for issues only.
Dispatch Confirmation - the customer has received the order, signed and returned the dispatch note. The amounts dispatched can then be confirmed on the system. This is used for issues only.
Receipt Entry/Matching - the items are received and matched against the order line. Inspection is also included at this stage if required.

You can set up your Inventory module to use some or all of these stages for different types of transactions if appropriate, and you can specify in which order they are to be carried out.

Note: You cannot create a Picking or Dispatch stage without a Document Format, and you cannot remove the document format when amending the Picking or Dispatch stages.