Info to administrators
Under Module Settings/Inventory Settings you will find settings for the Inventory module.
- Enabled Create storage items when an article is added to an order. Articles added to an order or quote will also be added as stock items in your Default storage. If you have a small inventory that you want to grow, “Create Inventory…” is an easy way to update your inventory.
- Always create storage items in main storage Created storage items will always be added to your main storage.
- Show print column on deliveries. Adds a PRINT AMOUNT column on deliveries where you specify how many copies of labels to be printed.
- Update article net price from delivery
When you sign a delivery, the net price in the article register of the articles included in the delivery is updated to the price you specified on the delivery.
Reservation offset (days).
Here you specify how many days the system should use as a limit when calculating reserved articles in work orders, service orders, sales orders, and the like.
How it works
Empty value (i.e. you do not change the default setting of no value)
The system counts all reservations without taking into account dates – but service orders that do not yet have a service protocol are not counted at all, i.e. have a status of not handled, started or your own status (or canceled).
0 or higher
The system counts reservations where the date in the order (e.g. Planned date or Delivery date) plus the number of days you entered is the same day or earlier than today.
In this mode, service orders that do not yet have a service protocol are also counted, if they meet the date condition.
Update interval
The system updates the calculation once a week.
If you change the value for reservation offset, it applies to the next run, which can take up to a week, and then affects both old and new orders.
Correction
If there are changes to the reservations since the last update, you will see the Correction button on the article post in Storage items. Click the button if you need to update the reserved quantity immediately.
Requires admin permission.
Reservations affected by an update:
- All work order articles, including articles to order
- Sales order undelivered articles
- Other articles and parts on a Service protocol
- Not handled (with protocol) service order parts and other items (only if value ≥ 0)
- Undelivered purchase orders (shown in the Ordered amount column)
Permissions for Storage concerning users
In order for you to be able to see and use the inventory function, an administrator must grant you that permissions.
The permissions are: View, Create, Edit, Delete, Use other storages than default, Set Main Storage, Set Default Storage, Assign Default Storage, Create Delivery, Create In/Out delivery, Edit Delivery, Delete Delivery, Sign Delivery, Create Stocktaking, Edit Stocktaking, Delete Stocktaking, Perform Stocktaking, Show pending stocktaking articles.
Create in/out delivery gives permission to make deliveries to and from storages. Create delivery gives the permission to make deliveries between storages. If you do not have the permission to use other storages other than default storage you can only move between the main storage and your default storage.
Select default storage
- Click on Storage
- Click on the storage you want to use as default storage
- Scroll to the bottom of the page and click on Use as default storage.
If you want to change the default storage, open that storage and click on Use as default storage.
If you want to specify the standard storage for an employee, click on Assign. This requires the permission to Assign Default Storage.
Not being able to select “No storage”
Do you want articles to always be retrieved from the storage, i.e. it should not be possible to select “No storage” when placing articles on orders?
Terms: You only have/use one (1) storage.
Do this:
Deselect the user permission under Storage – “Use other storages than default”.
Also set under Module Settings – Storage Settings as shown in the image below. This setting is needed if you ever need to add an article.
