Each operation having an impact on the inventory status must be tracked in CARL Source.
Saved inventory movements therefore do not only come from actions performed in the [Inventory] module, but also actions performed on work orders ([Work] module), and receiving ([Purchasing] module).
- Enter: After a purchase request, you will receive the delivered items.
If the items are managed in inventory, the operation will generate an entry. A part removed following a work order can also be returned to inventory; see Entry.
- Withdrawal: There must be an inventory withdrawal for each removal of an item from a warehouse.
Either you enter the use of an item at the time of a work order (see Work order [Completed] [Supply]), or you directly enter an inventory withdrawal see Withdrawal.
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Taking inventory:
- When you update the quantities found in the warehouse in CARL Source, or if you wish to report a change of storage warehouse, you will be taking an Inventory; see taking inventory.
- If you successfully close a Prepared inventory, CARL Source generates inventory movements of type "Prepared inventory."
- If you consume a quantity greater than the quantity in inventory, CARL Source generates an "Inventory realignment" movement (to readjust the quantity in inventory); see Withdrawals.
- Shipping: When providing inventory to a warehouse from another warehouse, you use a transfer request.
The supplying warehouse reports the shipment of items that will be ultimately be received.
- Inventory outage: The item is not present in stock at the time when a technician needs it; see Stock outage.
- Change location: a movement of all or a portion of the stock from one location to another within the same storage warehouse .
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Price correction: Result of readjusting the stock valuation of an item following:
- Stock entry,
- A manual change to in the item sheet.
The stock valuation of this movement is calculated as follows:
quantity in stock in the warehouse * variation in
- Price adjustment: Readjustment of the inventory inward movement value following a change to the unit price between two receipts.
To ensure data traceability, validated inventory movements cannot be changed under any circumstances.
In the event of an error, you must enter a correction movement.
You can set the settings of your own types of movements; see Types of movement.