STOCK-->STOCK
- Hashmato Team
This page gives us a summary of the material stock and allows us to creates a Purchase Order (PO). We will see how to view the auto-generated PO in the later section.
NOTE: This page gives a location-wise summary.
The materials can be filtered by the following properties.
Material Type - If need choose the Type either RAW or SEMI to filter
Material List - If need choose the Material to filter
Current sales - Shows the Material with Current Sales impact in its Stock
High Value Materials Only- Shows the Stock of High Value Materials.
On hand less than ROL - Shows the Materials Stock lower than its Reorder level
On hand less than Min Stock - Shows the Materials Stock lower than its Minimum Stock level
The different columns in this sheet are explained below
Ledger - Gives the opening stock
Sale - The material stock used up in sales
Available - Gives the stock current stock (Opening stock - Sale)
UOM - Unit of Measurement of the material
Minimum and Maximum - The minimum and maximum stock amount of the material
Reorder Level - Reorder level
Conversion - To change the unit of measurement
Issue - Stock available for transfer and production and its unit
Transaction - Stock available for all the transaction and its unit
Add Minimum and Maximum Stock and Reorder level
STEP 1: Go to HOUSE --> STOCK --> STOCK. The materials are listed as shown below. Click on the Edit button as shown in the below picture.
STEP 2: When you click on Edit, the following page appears. Add Minimum, maximum stock amount. Reorder stock amount and SAVE.
Generate Auto Purchase Order
STEP 1: When you click on Auto PO, the following pop appears opens, Select the option to generate the PO based on ROL or Request and Click on Generate PO.
STEP 2: The following page opens and here click on Generate PO button.
STEP 3: The Purchase order summary opens up as follows verify all the information and click on SAVE & APPROVE.
STEP 4: The following confirmation appears, click on OK. The purchase order summary appears. You can PRINT the summary. You can also send an email to the supplier.