How Uniconta uses inventory management fields in sales order and purchase order.
In Company/Maintenance/Preferences, we have the Inventory management fields for both sales orders and purchase orders.
There are different options for inventory management, on sales, purchasing, stock drafts, reorder list, etc. depending on what you choose here in the preferences setup.
When creating the item in a sales order line, with Nothing in Inventory Management
The item in the item overview after the item has been created in the sales order and the sales order has been saved. No changes have been made.
When updating the delivery note on the sales order and ticking the Update stock box
The item in the inventory after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical), Available, Available for reservation.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
When creating the item in a sales order line, with Reserved in Inventory Management
The item in the inventory after the item has been created in the sales order and the sales order has been saved. The following changes have been made to the item overview. The quantity from the sales order is reserved in the Reserved field, and reduced in the Available and Available for reservation fields.
When updating the delivery note on the sales order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical) and Reserved.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
When creating the item in a sales order line, with Movement in Inventory Management
The item in the inventory after the item has been created in the sales order and the sales order has been saved. The following changes have been made to the item overview. The quantity from the sales order is reduced in the In stock (Physical), Available and Available for reservation fields.
When updating the delivery note on the sales order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. No changes have been made.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
The item in the item overview after the item has been created in the purchase order and the purchase order has been saved. No changes have been made.
When updating the delivery note on the purchase order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical), Available, Available for reservation.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
When creating the item in a purchase order line, with Ordered in Inventory Management
The item in the item overview after the item has been created in the purchase order and the purchase order has been saved. The following changes have been made to the item overview. The quantity from the purchase order is updated in the Ordered field in the Available for reservation field.
When updating the delivery note on the purchase order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical) and Available.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
When creating the item in a purchase order line, with Received in Inventory Management
The item in the item overview after the item has been created in the purchase order and the purchase order has been saved. The following changes have been made to the item overview. The quantity from the purchase order is updated in the In stock (physical) field, in the Available and Available for reservation fields.
When updating the delivery note on the purchase order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. No changes have been made.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
There are different options for inventory management, on sales, purchasing, stock drafts, reorder list, etc. depending on what you choose here in the preferences setup.
Sales order
In the Inventory management field you can select 'None', 'Reserved' or 'Movement'. The selection in this field determines which value is automatically set in the Stock control field on new order lines. However, the Stock control field can always be overridden manually on the individual order line. NOTE: If "Nothing" is selected in inventory management under Sales Orders and/or Purchase Orders, Uniconta will not use inventory management for the selected function, even if the registration is done via the inventory draft.Example with Nothing
Nothing: Inventory on the items does not change, i.e. the items are not reserved. For the examples, an item 'Inventory management item' has been created
When creating the item in a sales order line, with Nothing in Inventory Management
The item in the item overview after the item has been created in the sales order and the sales order has been saved. No changes have been made.
When updating the delivery note on the sales order and ticking the Update stock box
The item in the inventory after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical), Available, Available for reservation.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
Example with Reserved
Reserved: The available inventory on the items is changed, i.e. the items are reserved. Note! If you want to see reservations on BOM sub-items, you must use Reserved. Then it is possible under the reorder list to see how many of the sub-items need to be ordered home. Read more about the reorder list here... The number of items in stock before selling.
When creating the item in a sales order line, with Reserved in Inventory Management
The item in the inventory after the item has been created in the sales order and the sales order has been saved. The following changes have been made to the item overview. The quantity from the sales order is reserved in the Reserved field, and reduced in the Available and Available for reservation fields.
When updating the delivery note on the sales order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical) and Reserved.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
Example with Motion
Movement: When creating sales order lines, the item is pulled immediately and writes down the inventory, read more about sales orders and order lines here. The number of items in stock before selling.
When creating the item in a sales order line, with Movement in Inventory Management
The item in the inventory after the item has been created in the sales order and the sales order has been saved. The following changes have been made to the item overview. The quantity from the sales order is reduced in the In stock (Physical), Available and Available for reservation fields.
When updating the delivery note on the sales order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. No changes have been made.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
Purchase order
Here you can select 'Nothing', 'Ordered' or 'Received'.Example with Nothing
Nothing: When creating purchase lines, inventory levels are not changed on the items. When creating the item in a purchase order line, with Nothing in Inventory Management
The item in the item overview after the item has been created in the purchase order and the purchase order has been saved. No changes have been made.
When updating the delivery note on the purchase order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical), Available, Available for reservation.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
Example with Ordered
Ordered: When creating purchase lines, the ordered field of available items is activated. The number of items in stock before a purchase is made.
When creating the item in a purchase order line, with Ordered in Inventory Management
The item in the item overview after the item has been created in the purchase order and the purchase order has been saved. The following changes have been made to the item overview. The quantity from the purchase order is updated in the Ordered field in the Available for reservation field.
When updating the delivery note on the purchase order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. The following fields are affected by a delivery note update; In stock (physical) and Available.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)
Example with Received
Received: When creating purchase lines, the item is added to stock immediately. Read more about purchase orders here. The number of items in stock before a purchase is made.
When creating the item in a purchase order line, with Received in Inventory Management
The item in the item overview after the item has been created in the purchase order and the purchase order has been saved. The following changes have been made to the item overview. The quantity from the purchase order is updated in the In stock (physical) field, in the Available and Available for reservation fields.
When updating the delivery note on the purchase order and ticking the Update stock box
The item in the item overview after the item has been updated with a delivery note. No changes have been made.
The item in the inventory, after invoicing. Here the following field is updated; In stock (Economic)