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      What is and How to set up my Stock?

      This article provides a clear explanation of what Stock is and how to configure it within the Inventory module.

      Introduction

      Stock refers to the inventory of materials and resources that a company manages in its operations. It enables control over the availability, movement, and assignment of these materials across different warehouses.

      How to Configure Stock

      To configure your business's stock, go to the left-hand menu, select “Inventory”, and then choose “Stock.” This will take you to the list of all registered stock items. As with most listings, there’s a search bar to look for specific information, and you can also apply filters.

      The stock entries are organized in rows, each displaying the “Code”, “Warehouse”, “Material”, “Currency”, and the available actions for each.

      Actions

      • Detail (Blue eye icon) – Allows access to the selected stock’s details. You’ll be able to view the “Material”, “Warehouse”, “Quantity”, “Currency”, and “Minimum stock”, along with a list of transactions.

      • Transaction (Purple arrows) – Enables you to perform a transaction involving the selected warehouse.

      • Delete (Red trash bin) – Deletes the selected stock entry.

      To add new stock or carry out stock movements, go to the top-right corner and click the “+ Load Stock” button. This will display a dropdown menu with the options “Add Stock” and “Stock Movement.”

      Add Stock

      This option opens the “Load Stock” form, where you must complete the following fields:

      • Material (Required):
         Shows all active, configured materials at the time of stock creation.
        Field type: DropDown

      • Warehouse (Required):
         Shows all configured warehouses available for selection.
        Field type: DropDown

      • Minimum Stock (Required):
         Sets the minimum stock level that triggers a warning when reached.
        Field type: Numeric

      • Initial Stock (Section to indicate the starting state of the stock being created):

        • Quantity (Required):
           Field type: Alphanumeric

        • Price (Required):
           Field type: Numeric

        • Currency (Required):
           The field allows selection between “ARS”, “USD”, and “EUR”.
          Field type: DropDown

      Stock Movement

      This option opens the “Stock Movement” form, where you can select a specific Material, an Origin Warehouse (already configured with that material), a Destination Warehouse, and indicate the Quantity to be transferred.

      • Material (Required):
         Displays all active and registered materials.
        Field type: DropDown

      • From Warehouse (Required):
         Displays only the warehouses that hold the selected material in stock.
        Field type: DropDown

      • To Warehouse (Required):
         Displays all available warehouses to receive the selected material.
        Field type: DropDown

      • Quantity (Required):
         Field type: Alphanumeric

      We encourage you to review the following related articles for more in-depth information:

      Conclusion

      To conclude this article, we invite you to explore the embedded links to navigate each module and find more information. If you can’t find what you're looking for, don’t hesitate to contact us.