Item managed in stock

Interchangeable, serialized, or managed by batch number

Context

The sales manager must enter three items into the catalog:

Paper bag, simple item not managed by batch/series, interchangeable

Bluetooth headset, managed by serial number

Latex glove, managed by batch number

Then, for each item, make stock entries to initialize the stock to 3 items each.

Implementation in SIMAX

Simple item creation

Files > Item > Items, [[New]] item, in [Logistics], leave |Batch number required| and |Managed by serial number| unchecked.

Creating serialized items

Files > Item > Items, [[New]] item, in [Logistics], you will need to check |managed by serial number |.

Creation of an item managed by batch number

Files > Item > Items, [[New]] item, in [Logistics], you must check |Batch number required|.

Manual stock entry and history

Stock > Movements > Create manual movement

You must specify who performed the movement, the type of movement for a stock entry is a manual entry, select the establishment and the arrival warehouse.

Then, we will add the movement lines and specify each item, quantity (Qty), entry value, use-by date (UBD), best-before date (BBD), batch/serial number, and location.

For items managed by serial number, one line will be required for each item in order to specify their serial number.

For items managed by lot number, if they belong to the same lot, we can group them together on a single line.

After recording the manual movement, we will be able to see that the stocks have been incremented in each stock record, Stock > Stock status (as movements involve verification and a specific entry order for consistent valuation, updating stocks may take a few seconds).

Movement histories can be found in Stock > Movements > Movement history.