Metadata-Version: 1.2
Name: trytond-stock
Version: 5.2.1
Summary: Tryton module for stock and inventory
Home-page: http://www.tryton.org/
Author: Tryton
Author-email: bugs@tryton.org
License: GPL-3
Download-URL: http://downloads.tryton.org/5.2/
Project-URL: Bug Tracker, https://bugs.tryton.org/
Project-URL: Documentation, https://docs.tryton.org/
Project-URL: Forum, https://www.tryton.org/forum
Project-URL: Source Code, https://hg.tryton.org/modules/stock
Description: Stock Module
        ############
        
        The stock module defines fundamentals for all stock management
        situations: Locations where products are stored, moves between these
        locations, shipments for product arrivals and departures and inventory
        to control and update stock levels.
        
        Location
        ********
        
        Locations are generic places where products are physically or
        virtually stored. The following location types are defined:
        
        * Storage
        
          Storage locations define real places where products are stored.
        
        * Warehouse
        
          Warehouses are meta-locations which define input, storage, picking and output
          locations. These locations are all of type Storage. Input and Output are
          locations where incoming an outgoing product are temporally stored awaiting
          transportation. The storage location is often the biggest location where
          products are stored for middle or long periods of time. The picking location
          is optionally where the products are picked by the customer shipment
          otherwise the storage location is used.
        
        * Customer
        
          Customer locations are virtual locations accumulating products that
          have been sent to customers.
        
        * Supplier
        
          Supplier locations are virtual locations accumulating products that have
          been received from suppliers.
        
        * Lost And Found
        
          Lost And Found locations collects inventory gaps. See
          :ref:inventory for details.
        
        * Drop
        
          Drop locations are virtual locations used as intermediary locations in the
          process of drop shipping.
        
        * Production
        
          Production locations are used during the production of products.
        
        * View
        
          View locations are virtual locations that can be used to logically group
          other location types.
        
        Locations are organised in tree structures, allowing to define
        fine grained structures.
        It is possible to restrict a location to have only one level of children, this
        allows to improve the performance of the stock quantity computation.
        
        Location Lead Time
        ------------------
        
        It allows to define the time needed for an *Internal Shipment* between two
        warehouses.
        
        
        Move
        ****
        
        A move is a movement of a product in a given quantity between two
        locations. It may eventually defines a unit price and a currency for
        the products that are moved from or to another company, allowing to
        compute stock value at any time (and to update the cost prices if the
        chosen cost price method is *Average*). A move also defines a planned
        date (when one plan to do the move) and an effective date (when the
        move is actually made). Products that are used in stock move must of
        of type *Goods* or *Assets*. Stock levels are ignored for
        consumable, this means that they can be always assigned. *Service*
        products are ignored by the stock module.
        
        A move can be in one of this states:
        
        * Draft
        
          The initial state, used when the move is created and to define
          future stock movement that are planned, but still subject to
          modifications.
        
        * Assigned
        
          An assigned move allow to reserve some products. Thus preventing
          other user to assign them.
        
        * Done
        
          The move is in state Done when the real movement is made.
        
        * Cancel
        
          A cancelled move will be ignored by the system. Only Draft or
          Assigned move can be cancelled. To revert a move in state Done, an
          opposite move must be created.
        
        * Staging
        
          A phantom state used to create in advance move that should not be taken for
          stock computation.
        
        
        Product Quantities
        ------------------
        
        Product quantities on each location are the sum of all moves coming
        from or going to this location.  For quantities that are computed for
        a date in the past, only confirmed moves (i.e. in state Done) with an
        effective date inferior to the considered date are taken into account,
        reflecting the real situation. For future quantities, Draft and
        Assigned move with a planned date greater than today and smaller than
        the given date are also summed.
        
        
        Shipment
        ********
        
        A Shipment define a group of moves happening at the same date and
        around the same location.
        
        
        Supplier Shipment
        -----------------
        
        A supplier shipment is used when products are received from a
        supplier. It is mainly composed of a party (the supplier), a location
        (the warehouse in which the products are coming) and two list of moves:
        
        * Incoming moves
        
          The moves between the supplier location and the input location
          (as defined on the warehouse).
        
        * Inventory moves
        
          The inventory moves are between the input location and the storage
          location (or one of his child locations).
        
        If the storage location is configured as the same as the input location only
        incoming moves are created.
        
        
        The supplier shipment can be in one of this states:
        
        * Draft
        
          Incoming moves and inventory moves (if they exist) are in draft.
        
        * Received
        
          Incoming move are set in state Done, inventory moves are created if
          necessary.
        
        * Done
        
          Inventory and incoming moves are in state Done.
        
        * Cancel
        
          All moves are cancelled.
        
        
        Customer Shipment
        -----------------
        
        A customer shipment is used for sending products to customer. It is
        mainly composed of a party (the customer), a location (the warehouse
        out of which the product are going) and two list of moves:
        
        * Inventory moves
        
          The moves between the picking or storage location and the output location of
          the warehouse
        
        * Outgoing moves
        
          The moves between the output location of the warehouse and a
          customer location.
        
        If the picking or storage location is configured as the same as the output
        location, then only outgoing moves are created and no assignation is done.
        
        
        The customer shipment can be in one of this states:
        
        * Draft
        
          Outgoing moves and inventory moves (if they exist) are in draft.
        
        * Waiting
        
          When a customer shipment is set to waiting, the inventory moves are
          created (or completed) to balance the outgoing moves. The waiting
          state also means that the shipment should be processed.
        
        * Assigned
        
          The assigned state is when products have been assigned (or reserved)
          from the storage locations.
        
        * Packed
        
          The packed state is when the inventory moves have been made, i.e
          when the products have been physically moved to the outgoing
          locations.
        
        * Done
        
          The shipment is Done when the outgoing moves have been made,
          e.g. when a truck left the warehouse.
        
        * Cancel
        
          A shipment which is not yet completed (not in state Done) can be
          cancelled at any time. This also cancel all the moves.
        
        
        Internal Shipment
        -----------------
        
        An internal shipment is used for sending products across locations
        inside the company. It is mainly composed of two locations and a list
        of moves. It can be in one of these states:
        
        
        * Draft
        
          The moves (if they exist) are in draft.
        
        * Waiting
        
          The waiting state means that the shipment should be processed.
        
        * Assigned
        
          The assigned state is when products have been assigned.
        
        * Done
        
          The shipment is Done when the moves have been made.
        
        * Cancel
        
          A shipment which is not yet completed (not in state Done) can be
          cancelled at any time. This also cancel all the moves.
        
        
        
        Inventory
        *********
        
        Inventories allow to control and update stock levels. They are mainly
        composed of two locations (a Storage location and a Lost And Found
        location), and a list of inventory lines.
        Inventory lines consist of a product and it's default unit of measure, an
        expected quantity and the real quantity (the real products on the shelves).
        
        A button allows to auto-complete inventory lines with respect to the expected
        quantities for each product in the location.
        Another button allows to launch a wizard to count products by adding the
        quantity to the existing matching line.
        
        When the inventory is confirmed, moves are created to balance expected
        quantities and real ones.
        
        .. warning::
            Inventory is not suited to import initial stock level especially if other
            cost price method than `fixed` is used.
            Individual moves from supplier to each locations must be used with the cost
            price as unit price.
        
Keywords: tryton stock
Platform: UNKNOWN
Classifier: Development Status :: 5 - Production/Stable
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