Describe
Items (reference, category, unit, cost, preferred supplier, barcode) and stock rooms.
Modules · Stock
Know what you have, where, and how much.
Stock tracking keeps an inventory of the consumables and spare parts in your stock rooms, records every movement and raises an alert when a threshold is crossed.
Benefits
- Reliable quantitiesEvery receipt, issue, transfer or count is recorded with its date; stock can never go negative.
- Replenishment triggered in timeWhen a minimum threshold is crossed, the stock room manager is alerted and a replenishment proposal is created.
- A history that stays readableEach movement keeps the item’s and the room’s names as they were: the history can still be read if either is deleted later.
- A physical count reconciledA count brings the quantity back into line and keeps the difference in the history.
How it works
Record movements
Receipts, issues and transfers between rooms, with the history of each item.
Monitor
Minimum threshold per item and per room; global maximum threshold to avoid overstock; checked every day.
Replenish
A replenishment proposal becomes an order with the Purchasing module.
Related modules
- CMDB Items and rooms are items in the repository; an item that still holds stock cannot be deleted, and the history stays readable.
- Purchasing A threshold crossed creates a replenishment proposal, which becomes a purchase order in one click; each receipt credits the stock.
- Assets A single screen brings together assets, contracts and stock, with thresholds crossed and upcoming expiries.
- Project management A stock issue is charged to a project task, and the item’s history shows the task concerned.
- CRM: customer relationship management When an order is placed, the items sold are reserved from available stock; any shortfall is added to replenishment, and the reservation is released if the order is cancelled.
Functional scope
- ItemsConsumables and spare parts, with reference, category, unit, unit cost, preferred supplier, barcode and owner.
- Stock roomsEach room has its manager; levels are followed by item and by room.
- MovementsReceipts, issues and transfers; an issue can be charged to a project task.
- Physical countCounting a room and reconciling the quantity, with the difference recorded as an adjustment.
- Thresholds and alertsA minimum threshold per item and per room, which alerts the manager and creates a replenishment proposal; a global maximum threshold, which alerts the item owner without ordering anything.
- History by itemLevels by room and movements, most recent first; linked projects.
- DashboardThe levels below their threshold, most critical first.
- Unified screenRooms, items and crossed thresholds in the screen that brings together assets, contracts and stock.
Integrations
- CMDB repository, for items, rooms and suppliers
- E-mail notifications, for crossed thresholds and overstock
- Scheduler, for the daily threshold check
- Purchasing module, to order from a proposal (optional)
- Project management, to charge issues
Prerequisites
- The stock rooms and their managers, to be designated
- The items to track, to be entered or imported
- The thresholds to set, item by item
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