Stock Section - For Stockkeeper

The Stock module gives the ability to:

• manage new and existing stock items, their lots (batches) and serial numbers,
• move items between storage locations (shelves, bins),
• create and report shipments to customers,
• transfer items between sites,
• perform inventory counts,
• see low inventory alerts,
• see stock history,
• create write-offs,
• see detailed financial stock balance movements.

The Stock section has the following sub-sections:

• Items - a detailed overview of all your stock items – both the parts and the finished products.
• Stock lots - a list of all stock lots (batches) that are either currently in stock or scheduled to arrive, plus the history of all stock lots in the system.
• Shipments - a list of all shipments to customers or subcontractors, both planned and shipped.
• Transfer Orders - a list of all transfer orders between warehouses. Available with the Multi-stock and Production Sites functionality.
• Inventory - a list of all items that are stored in the stock, and allows to update the inventory levels during a cycle count.
• Critical on-hand - a list of procured and manufactured items which are below their minimum available quantity and need re-ordering. 
• Write-offs - a list of all products and parts that have been manually written off stock.
• Stock movement - financial report of on-hand stock balance and its detailed movements in any chosen period.
• Serial numbers - a list of all serial numbers of all parts. Available with the Serial Numbers functionality.
• Stock settings - settings of Product Groups, Units of Measurement, Storage Locations, Parameters, and Relations.

Stock - Frequently Asked Questions

Demo video: Inventory management

Setting up items:

1. Item's settings and parameters.
2. Create a new item.
3. A procured item.
4. A manufactured item.
5. A kit of products to be packed, bundle, auto-assembly product.
6. A kit of parts to be assembled/kitted, phantom (BOM) item.
7. A process for disassembling a product that you manufacture.
8. A material that is cut into pieces, or a procured kit to be disassembled.
   
9. An item with parameters (Matrix BOM).
10. A subcontracted item, that is produced by your vendor from your materials.
11. A non-inventory item.
12. Copy an existing item, duplicate an item.
13. Attaching files.
14. Showing item attachments in Purchase Order PDFs.
15. Displaying item icons.
16. Importing items into MRPeasy.

Units of measurement:

1. Define a unit of measurement.
2. Unit conversions from the main unit for use in BOMs and MOs.
3. Convert a vendor's unit of measurement.

Inventory levels:

1. Enter initial inventory values into MRPeasy.
2. Inventory numbers - in stock, available, expected...
3. Item cost - actual/real cost, estimated cost.
4. Stock financials, stock balance, and movements.
5. Calculate virtual stock.
6. Check historical inventory levels.
7. Enter cycle count results.
8. Manually write off items from stock.

Storage locations and several sites-warehouses:

1. Move items between internal storage locations.
2. Transfer items from one warehouse to another.

Stock lot traceability, batch inventory traceability, serial numbers tracking, quality:

1. What is a stock lot?
2. How does stock lot tracking work in MRPeasy?
3. Incoming quality control.
4. Print a stock lot label.
5. Demo video: Serial numbers
6. Serial numbers tracking.

Reports:

1. Item reports.
2. Find the BOMs where a part is used in ("Where used" / "Engagement" report).

Jump to other FAQs:

• CRM FAQ.
• Production planning FAQ.
• Procurement FAQ.
• Production reporting FAQ.
• Settings FAQ.