Configure the stock check

To ensure correct delivery of the articles, you can specify how the stock checking for each article should proceed. You can perform the stock check for the sales order, for the packing slip or you can specify that no stock check at all is made.

You have the following options:

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

  If you select this then the stock is checked when the sales order is entered. If you use the strict stock check then the reserved quantity of articles can never exceed the actual (physical) stock. This option is used, for example, for articles with a low turnover rate or for articles for which order proposal is set.

• Check for economic stock (sales order)

  With this option, the stock is checked when the sales order is entered. If you use the economic stock check then if a quantity is entered that is greater than the economic stock of an article, you are asked if you want to reserve the quantity that is not in the economic stock. This option is used, for example, for articles with a low turnover rate or for articles for which order proposal is set.

• Check for available stock (packing slip)

  If you select this then the stock is checked with the generation or entry of the packing slip. If you use this stock check then the quantity to be delivered can never exceed the actual (physical) stock. This option is used, for example, for articles with a high turnover rate or for articles for which stock replenishment is set.

• No stock verification

  With this option, no stock check is performed. This means that a negative stock position can arise for the article in question. This option is used, for example, if you register the purchase (receipt entry) later than the sale. The actual quantity to be delivered will depend on the actual stock in the warehouse.

To set the stock check:

1. Go to: Order Management / Item / Article or Order Management / Item / Item cockpit.
2. Open the properties of the item. for which you want to set the stock check.
3. Go to the tab: Stock.
4. In Stock check, specify how you want to check the stock.
5. Click on: OK.

   Note:

   You can in fact still change the value in Stock check, but this will not change the existing orders that have not yet been completed.