Inventory
This course covers the full Inventory module in Quickenerp. Learn how to set up warehouses, manage stock operations (receipts, deliveries, internal transfers), track products with lots/serials, configure replenishment rules, run physical counts, and understand inventory valuation methods.
| Responsible | System |
|---|---|
| Last Update | 07/21/2026 |
| Completion Time | 5 days 8 hours |
| Members | 1 |
Inventory Overview
View allPutaway Rules
Putaway rules determine where incoming goods are stored. Go to Inventory > Configuration > Putaway Rules.
Creating a Putaway Rule
- Click Create.
- Product - Restrict to a product (optional).
- Product Category - Restrict to a category (optional).
- From Location - Source location (typically WH/Input).
- Destination Location - Where to store it.
- Sequence - Lower sequence checked first. The first matching rule wins.
- Storage Category - Optional capacity constraint.
Replenishment Strategies
When the replenishment engine runs, it uses the product's route to determine source:
- Buy - Create a purchase order (RFQ).
- Manufacture - Create a manufacturing order.
- Internal Transfer - Transfer from another warehouse or location.
- Cross-Dock - Directly transfer incoming goods to outgoing.
Storage Categories
Go to Inventory > Configuration > Storage Categories. Define capacity per location:
- Max weight, max volume, max pallets.
- Allowed product categories.
- Putaway strategy: FIFO, LIFO, FEFO (First Expiry/First Out), Closest.
The Inventory Module
The Inventory module manages stock across warehouses. It integrates with Sales (delivery orders), Purchases (receipts), Manufacturing (raw materials & finished goods), and Accounting (valuation).
Core Concepts
| Concept | Model | Description |
|---|---|---|
| Warehouse | stock.warehouse | A physical location where stock is stored. Can have sub-locations (zones, aisles, bins). |
| Location | stock.location | A specific place within a warehouse (e.g. Row A, Shelf 3). Locations form a hierarchical tree. |
| Product | product.product | Items tracked in inventory. Type must be Storable for full tracking. |
| Stock Move | stock.move | A movement of products from one location to another. The atomic unit of inventory. |
| Picking | stock.picking | A group of stock moves. Types: Receipt, Delivery, Internal Transfer, Manufacturing Order. |
| Reordering Rule | stock.warehouse.orderpoint | Min/max stock trigger. Auto-creates replenishment when stock falls below minimum. |
| Route | stock.route | Defines the supply chain path: Buy, Manufacture, Dropship, Cross-Dock, etc. |
| Lot/Serial | stock.lot | Traceability: Lot numbers for batches, Serial numbers for individual units. |
Menu Structure
- Operations - Receipts, Delivery Orders, Internal Transfers, Manufacturing Orders.
- Master Data - Products, Reordering Rules, Inventory Adjustments.
- Traceability - Lots/Serial Numbers, Product Moves.
- Configuration - Settings, Warehouses, Locations, Routes, Product Categories.
- Reporting - Inventory Analysis, Inventory Valuation, Stock Forecast.
Stock Movements
Reservation
When a delivery order is created, Quickenerp reserves stock:
- Go to Inventory > Operations > Delivery Orders.
- Open a draft delivery.
- Click Check Availability to reserve stock.
- If insufficient stock, the button shows "Mark as Todo" and reservation fails.
- Partially reserved lines show some quantity reserved.
Backorders
When validating a delivery with insufficient stock:
- Quickenerp asks: "Create backorder for the unavailable products?"
- Create Backorder - New delivery is created for missing items.
- Cancel Remaining - Deliver what's available, cancel the rest.
- No Backorder - Deliver what's available, remaining stays on the original order.
Transfers
An internal transfer is validated the same way. Move products from one internal location to another. Useful for:
- Reorganizing stock between aisles.
- Moving to a quality inspection location.
- Consolidating stock.
Scrapping Products
Go to Inventory > Operations > Scrap. Remove damaged or obsolete stock. Select product, quantity, and source location. Validate to scrap. The stock moves to the Scrap location and is removed from valuation.