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Consistent process across all stock orders
The Typical Stock Action Flow:
Most stock actions, including Purchase Orders, Stock Requisitions, Stock Transfers, Receive Stock, Stock Issues, Supplier Returns, Stock Takes, Stock Production, and Stock Waste, follow a very similar flow:
- Create a New Stock Action:
Users can initiate a new stock action, such as creating a purchase order or stock transfer. This allows them to begin drafting the action. During this process, users may need to provide information about the locations involved, including details about the source and destination of the stock action. Items can be added to the draft action by applying various filters until all required items are included.
- Edit a Draft Stock Action:
A draft stock action, such as a draft purchase order, represents an action in progress. Users have the flexibility to edit a draft stock action until it is placed. Additionally, a draft stock action can be saved as a template for future use.
- Apply a Stock Action Template:
Templates enable users to save frequently used stock actions for easy reuse in the future. For example, a restaurant may have a standard restocking order for Monday mornings, or a location may require regular restocking of essential items each month. Users can save a draft stock action and name it as a template for future use.
- Place or Complete a Stock Action:
Once users are satisfied with the draft stock action, they can proceed to ‘place’ or complete it. This action triggers an evaluation of the approval rules associated with the stock action and location. If no approval is required, the stock action will be completed, and any necessary stock adjustments will be made.
- Approval Process (If Required):
If the stock action requires approval based on the configured approval settings for the stock action and locations involved, it will be listed under the Approvals menu options. Once a sufficient number of approvers have approved the stock action, it will be automatically placed or completed.
- Summary
In summary, the stock action flow follows a consistent process across various stock actions, providing users with flexibility in creating, editing, applying templates, placing, and completing stock actions, while also ensuring adherence to approval rules when necessary.
