User Manual

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 GroupsUnits of MeasurementStorage LocationsParameters, and Relations.

Stock - Frequently Asked Questions

Managing items and articles:

  1. What is a stock article, item, or a SKU?
  2. How to set up an item?
  3. How to copy an existing item?
  4. How to add a manufactured item?
  5. How to add a procured item?
  6. How to track stock lots (batches) of an item?
  7. How to track the serial numbers of an item?
  8. How to import the list of articles into MRPeasy?
  9. What is a product group?

Inventory levels:

  1. How to read the inventory numbers - in stock, available, expected...?
  2. How to check historical inventory levels?
  3. How to enter cycle counts?
  4. How to enter a new item quantity?
  5. What happens if the new quantity is greater? Or smaller?
  6. What do the WIP (Work in Progress) values show?
  7. How to enter initial inventory values into MRPeasy?
  8. How to manually write items off stock?
  9. How to define custom write-off types?

Purchases:

  1. How to report receiving purchased items, incl. partial delivery?
  2. How to see low inventory alerts?
  3. Procurement FAQ.

Managing shipments to customers:

  1. Where can I create Shipments?
  2. How to make a shipment?
  3. How to print a Waybill, a Picking list?
  4. How to report shipping?
  5. How to track shipped serial numbers?
  6. What are the Shipment statuses?
  7. How to edit the layout of the Waybill?

Stock balance movements, financial information:

  1. How is the item cost calculated?
  2. How to check the source of an item's displayed cost?
  3. How to see the stock financials, stock balance, and movements?

Stock lot traceability, batch inventory traceability:

  1. What is a stock lot?
  2. How does stock lot tracking work in MRPeasy?
  3. How to perform quality control?
  4. How to print a stock lot label?

Serial number tracking:

  1. How to track serial numbers?
  2. How to save serial numbers to parts?
  3. What do the serial numbers statuses indicate?
  4. How to record serial numbers when receiving purchase orders?
  5. How to record serial numbers in manufacturing - for parts and products?
  6. How to write off serial numbered items?
  7. How to transfer serial numbered items to another warehouse?
  8. How to ship serial numbered items to customers?
  9. How to accept customer returns of serial numbered products?

Storage locations and several sites-warehouses:

  1. How to move items between internal storage locations?
  2. What do Transfer Order statuses show?
  3. How to transfer items from one warehouse to another?
  4. How to prepare a transfer and print documents (Waybill, Picking list)?
  5. How to dispatch the items from one site?
  6. How to receive the items at another site?
  7. How to add transportation fees and other costs to transfer orders?

Units of measurement:

  1. What is a unit of measurement?
  2. How to convert a vendor's unit of measurement?
  3. How to define a unit of measurement?
  4. How to define a unit conversion?

Jump to other FAQs:

Demo video