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Stock check in Profit

You set the stock check in the order process per article. You can check the stock for the sales order, the packing slip or indicate that no stock check is to be performed.

Description

For the articles for which you track the stock you can set the stock check procedure per article. You have the following options:

  • Check for available stock (sales order and packing slip)

    With this option Profit checks the stock when a sales order is entered. If you use the strict stock check then the quantity reserved may never exceed the actual (physical) stock. You use this option, for example, for articles with a slow turnover or articles that you purchase via the order proposal.

    Note: 

    The Available stock field that you can include in the entry layout or in the article cockpit view, only works properly if you use Check for available stock (sales order and packing slip). For example, if you are working withNo stock verification, Profit does not count the Quantity reserved in the available stock calculation.

  • Check for economic stock (sales order)

    With this option Profit checks the stock when a sales order is entered. If you enter a quantity for an article that is larger than the article’s economic stock you will be asked whether you want to reserve the quantity that is not in stock. You use this option, for example, for articles with a slow turnover or articles that you purchase via the order proposal.

  • Check for available stock (packing slip)

    With this option, Profit checks the stock when a packing slip is generated or entered, so not when a sales order is entered. In this case the quantity to be delivered may never exceed the actual (physical) stock. You use this option, for example, for articles with a high turnover or articles that you purchase via stock replenishment.

  • No stock verification

    With this option Profit does not perform a stock check. It is therefore possible that a negative stock arises in Profit for the article concerned. The actual quantity to be delivered will depend on the actual stock in the warehouse. This option is used, for example, if you register the purchase (receipt entry) later than the sale.

Example:Stock check

A customer orders 15 units of an article. Stock data:

  • In stock: 10 units
  • On order: 2 units
  • Reserved: 0 units
  • Economic stock: 12 units

This is what happens with the different stock check methods:

Stock check on

Order (reservation)

Packing slip (delivery)

Economic stock

End stock

Available stock for sales order and packing slip

10

10

2

0

Economic stock for sales order where you want to reserve a quantity (after notification)

15

10

-3

0

Economic stock for sales order where you do not want to reserve a quantity (after notification)

12

10

0

0

Available stock for packing slip

15

10

-3

0

No stock check

15

15

-3

-5

With the Check for available stock (sales order and packing slip) option, the economic stock and the actual stock cannot be negative.

With the Check for available stock (packing slip) option, the economic stock can be negative. The actual stock cannot be negative.

With the No stock verification option, the economic stock and the actual stock can be negative.

Check available stock (sales order and packing slip)

With the Check for available stock (sales order and packing slip) method, Profit uses a delivery sequence based on the sequence in which you enter the orders (a 'first come, first served' basis). The delivery priority which is recorded with the sales contact has no influence here.

This method is particularly suitable for articles with a low turnover rate and if you work with order proposals. You can use this method even if you do not work with order proposals (for example, you order the quantities required manually).

When you enter the sales order, Profit checks against the actual stock.

If there is sufficient stock the line will be delivered completely.

If there is insufficient stock:

  • With order proposal

    The line as a whole is copied to the order proposal. The order line gets the wait status until the linked purchase order is received.

  • Without order proposal
    • Line in pending order status

      The line is not delivered. The line is put on wait status and is therefore not reserved.

    • Line not in pending order status.

      The line is partially delivered.

    Example: Check on available stock (sales order and packing slip)

    A customer orders 15 units of an article whereas there are 10 units in stock.

This is what happens on the sales order line when you enter an order and there is insufficient stock:

Decision

Quantity ordered

Quantity on sales order line

Quantity with wait status

Sales order line to order proposal

15

0

15

Sales order line in wait status

15

0

15

Sales order line not in wait status

15

10

0

If you generate an order proposal based on this line, then this line will have the pending order status until the linked purchase order is entered with a goods receipt.

If the line is not transferred into an order proposal, but the line is put in pending order status, then the line remains in pending order status until you change it manually. Profit does not reserve quantities for a line with the wait status.

If the line is not put in the pending order status, then the quantity in stock will be delivered for this line.  

Check available stock (packing slip)

With the Check for available stock (packing slip) method, Profit uses a delivery sequence based on the delivery priority which is recorded for the sales contacts. The entry sequence of the orders has no influence here. This method is particularly suitable for articles with a high turnover rate and if you work with stock replenishment. You can use this method even if you do not work with stock replenishment (for example, you replenish the stock manually).

When you generate or enter the packing slip, Profit checks against the actual stock.

If there is sufficient stock the order line is delivered completely.

In there is insufficient stock, Profit takes the Delivery conditions recorded for the sales contact into account:

  • Allow short-supply

    You deliver the order line partially. Profit transfers the part that cannot be delivered to a backorder.

  • Deliver line completely

    Profit puts the line on backorder until the line can be delivered completely.

  • Deliver order completely

    Profit puts the complete order on backorder until the order can be delivered completely.

    Example: Check on available stock (packing slip)

    A customer orders 15 units of an article whereas there are 10 units in stock.

This is what generally happens when you generate the packing slip and there is insufficient stock:

Delivery condition

Order quantity

Packing slip quantity

Quantity on backorder

Allow short-supply

15

10

5

Deliver line completely

15

0

15

Deliver order completely

15

0

15

If the setting for the sales contact indicates that short-supply is allowed, then the part that can be delivered can be delivered via the packing slip. Profit puts the part that is not delivered on backorder until there is sufficient stock to deliver the rest.

If the setting for the sales contact indicates that lines must be delivered completely, then Profit will put the line on backorder until there is sufficient stock to deliver the whole line.

If the setting for the sales contact indicates that orders must be delivered completely, Profit puts the complete order on backorder until there is sufficient stock to deliver the whole order.  

No stock check

With the No stock verification method, Profit does not perform any stock checks. The line is always delivered. This can cause the actual stock to become negative. This method is particularly useful if you register the purchase administration later than the sales. You know, based on the actual stock in the warehouse, that the line can be delivered. As soon as the goods receipts are registered, the stock is correct again.

Also see

Process

Stock check in Profit

Work area

stock