The cycle
Step 1: Warehouses and catalogue
Warehouses per property and items with their minimum, so the low-stock list fills itself.
Step 2: Purchase order
With its folio and its states: draft, sent, partial, received, cancelled.
Step 3: Receive, even partially
Partial receipts increase stock and register the supplier’s invoice in Accounts payable.
Step 4: Consume, transfer and count
Consumption, transfers between warehouses and physical counts.
Stock and low-stock alerts
- The low-stock list comes from the minimum you set on each item: it’s what you look at before raising an order.
- A physical count doesn’t delete movements: it leaves its own, with the difference.
- The supplier invoice that comes in with a receipt is paid from Accounts payable, with its credit terms and its document.