Inventories can be configured as a tree structure with virtual inventories and physical inventories. A physical inventory is where the physical stocks are located. For cases where there are several sites/departments in the same database, it will be helpful to create a virtual inventory per site/department. This is in order to be able to differentiate so that people in one site/department only see one inventory, which means that they can only perform storage transactions in their inventory. In the users’ user profile, an administrator can set access to their site’s/department’s inventory structure. If an article is also located in another site/department, the user will see those stocks, but will not be able to perform transactions, e.g. withdraw an article.
A new inventory is created with a number/prefix and a name, and the person creating it must decide whether it is a physical inventory (generates a blue folder) or a virtual inventory.
You are not required to have a virtual inventory at the top, but this has been created in the example below.
In the example above, a 99-dummy inventory has also been created. We recommend that you create this kind of inventory, as a location for articles that should not be in other inventories.
In edit mode, you can do the following, among other things:
Check off for default inventory if needed. Among other things, this inventory will be suggested when a new article is created.
Visma Sync – used when integrating with Visma (VB and VG) regarding which articles and/or storage transactions should be synced.
Link the cost carrier ‘Account’.
Supplier - select which supplier has the consignation inventory.
Consignation inventory - articles on commission that are paid for when withdrawn from inventory.
Automatic purchasing - the articles in this inventory are included in calculations of requirement, i.e. ‘Purchasing requirements’.
Negative Stock
Yes = negative withdrawal can be made. This can be useful when the article has arrived in the inventory, but the person who is authorised to carry out goods receipt has not yet done this, and the article is needed for a job. The article can be withdrawn directly via e.g. the job, and the inventory becomes negative. Then when the goods receipt is subsequently performed, the amount in stock will be correct.
Notification = a notification is sent that the withdrawal has put the stock into negative.
No = negative withdrawal is not permitted.