Inventory

Stock Movements

Reservation

When a delivery order is created, Quickenerp reserves stock:

• Go to Inventory > Operations > Delivery Orders.
• Open a draft delivery.
• Click Check Availability to reserve stock.
• If insufficient stock, the button shows "Mark as Todo" and reservation fails.
• Partially reserved lines show some quantity reserved.

Backorders

When validating a delivery with insufficient stock:

• Quickenerp asks: "Create backorder for the unavailable products?"
• Create Backorder - New delivery is created for missing items.
• Cancel Remaining - Deliver what's available, cancel the rest.
• No Backorder - Deliver what's available, remaining stays on the original order.

Transfers

An internal transfer is validated the same way. Move products from one internal location to another. Useful for:

• Reorganizing stock between aisles.
• Moving to a quality inspection location.
• Consolidating stock.

Scrapping Products

Go to Inventory > Operations > Scrap. Remove damaged or obsolete stock. Select product, quantity, and source location. Validate to scrap. The stock moves to the Scrap location and is removed from valuation.

Lot & Serial Numbers

Enable on the product form. Go to Inventory > Products, edit product, set Tracking field:

• By Lots - For batch items (chemicals, food, non-unique goods).
• By Unique Serial Number - Each unit is unique (electronics, appliances).

Assigning Lots/Serials on Receipt

1. Create or open a receipt for a tracked product.
2. On the "Lot/Serial Numbers" tab, click Create.
3. Enter the lot/serial number and quantity (for lots).
4. Validate the receipt. The lots are now tracked in inventory.

On-Demand Serial Numbers

In Settings, enable "On-Demand Serial Number Creation". Quickenerp auto-generates serial numbers when you validate the receipt if not entered manually. Configure the pattern in Inventory → Configuration → Sequences.

Traceability Reports

Inventory > Traceability > Lots/Serial Numbers - Search by lot/serial. See where it came from (vendor, PO, receipt date) and where it went (delivery, customer).

Product Moves Traceability

Open a product → Traceability smart button. See every move for that product. Filter by lot, date range, operation type. Useful for recalls and audits.

Reordering Rules

Go to Inventory > Master Data > Reordering Rules. Auto-trigger replenishment when stock drops below a threshold.

Creating a Reordering Rule

1. Click Create.
2. Product - Select the product to replenish.
3. Location - The warehouse location (typically WH/Stock).
4. Minimum Quantity - When stock reaches this level, trigger reorder.
5. Maximum Quantity - Replenish up to this level.
6. Multiple Quantity - Order in multiples (e.g. case of 12).
7. Lead Time - Days from order to receipt (overrides product lead time).
8. Route - Buy, Manufacture, or Internal Transfer.
9. Save.

How the Replenishment Engine Works

1. The scheduled action "Reordering Rules" runs (every few hours or daily).
2. For each rule where virtual stock (forecasted) < minimum, a replenishment is created.
3. The replenishment follows the product's route (Buy → PO, Manufacture → MO).
4. The order quantity is max - forecasted (rounded to multiple quantity).

Virtual / Forecasted Stock

Quantity On Hand (QOH) - Physically in stock.

Forecasted Quantity - QOH + incoming - outgoing. This is what triggers reordering.

Manual Replenishment

Go to Inventory > Operations > Replenishment. View all products needing replenishment. You can:

• Click Order Once to create an immediate order.
• Click Create Reordering Rule for ongoing automation.