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Inventory

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 & Manufacturing
Inventory Overview
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Putaway Rules & Replenishment Strategies
Putaway Rules & Replenishment Strategies
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Putaway Rules

Putaway rules determine where incoming goods are stored. Go to Inventory > Configuration > Putaway Rules.

Creating a Putaway Rule

  1. Click Create.
  2. Product - Restrict to a product (optional).
  3. Product Category - Restrict to a category (optional).
  4. From Location - Source location (typically WH/Input).
  5. Destination Location - Where to store it.
  6. Sequence - Lower sequence checked first. The first matching rule wins.
  7. 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.
Introduction to Inventory
Introduction to Inventory
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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
Warehousestock.warehouseA physical location where stock is stored. Can have sub-locations (zones, aisles, bins).
Locationstock.locationA specific place within a warehouse (e.g. Row A, Shelf 3). Locations form a hierarchical tree.
Productproduct.productItems tracked in inventory. Type must be Storable for full tracking.
Stock Movestock.moveA movement of products from one location to another. The atomic unit of inventory.
Pickingstock.pickingA group of stock moves. Types: Receipt, Delivery, Internal Transfer, Manufacturing Order.
Reordering Rulestock.warehouse.orderpointMin/max stock trigger. Auto-creates replenishment when stock falls below minimum.
Routestock.routeDefines the supply chain path: Buy, Manufacture, Dropship, Cross-Dock, etc.
Lot/Serialstock.lotTraceability: 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.
Reserving, Transferring & Validating Stock
Reserving, Transferring & Validating Stock
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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.

This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.