Warehouse - Stock Items
In warehouse management, warehouse stock items refer to the goods or materials stored within a warehouse for inventory management, storage, and distribution purposes. These items represent the products or raw materials that a warehouse handles, stores, and keeps track of until they are needed for sale, use in production, or shipping.
This article helps how to add, update, import, export and delete a warehouse stock list.
1. To see the Stock list page, go to Warehouse > Configuration Setup > Warehouse Stock List, the stock list page will come as shown below.
2. On Stock list page, you can see the list of stock item where you can see the below details:
a) Stock Name (Title)
b) Status
c) Description
d) Stock Code (SKU)
e) Brand
f) Display Value
g) Customer Owner
If you wish to add/remove the column on stock list page, use column selector and add/remove the applicable columns.
3. On Stock List page, you can update/delete the existing stock item and can create/add a new stock list.
To Add a Stock Item
1. To add a stock item, on stock list page, click on Add Stock Item, create a new stock item pop up for create a new stock item will display as shown below.
2. Now, manually enter the Stock Name (Title), Description, Stock Code (SKU), Brand, Year of Manufacture and with the help of Drop and Down button select Stock Customer Owner and Stock Type.
Stock Name (Title) and Stock Customer Owner field are mandatory fields while create a new stock item.
3. Click on the Create button the new stock item will be added to the stock item list.
To Update/Delete a Stock Item
1. To update any existing stock item, first select the applicable stock which you want to update by clicking on it and then on the right side of the screen, detail of selected stock item will display as shown below.
2. On stock details section, there are three tabs on details page where you can see the below details of that selected item:
(a) General
(b) Unit of Measure (UOM)
(c) Other
A. General: When you click on the stock item by default general tab will open where you can see and update the below details:
a) Stock Name (Title)
b) Stock code (SKU)
c) Description
d) Stock Customer Owner
e) Brand
f) Year of Manufacturer
g) Stock Type
You can Active or Inactive any selected stock item by clicking on Enable the toggle button.
B. Unit of Measure (UoM): To update UOM, click on UOM tab and then click on Edit icon (
), and then the Stock UOM popup will come as shown below.
1. On Modify the Stock UOM Types section, with the help of drop and down button, update the Base UOM and Freight type and manually enter the Barcode of UOM, Units Per Base, Length (m), Width (m), Weight (kgs) and Height (m).
2. To add more UOM conversions, click on Add More UOM Conversions and then fill all the required details as per above step and then click on the Save to update the changes.
3. If you want to delete any existing UOM then on Add/Edit UOM types page, click on the delete icon.
C. Other: To see the other tab, click on other tab, the other screen tab will display as shown below.
A. On Other section, you can see and update the details as below:
a. Alternate Code
b. Dangerous Goods
c. Pick Bin Sequence
d. Unique ID
e. Physical Bin Spaces
f. Charge Bin Spaces
3. Once you update the field(s) describe in step 2, click on Update to save the changes.
4. To delete any UOM type, click on the delete button (
), a confirmation pop up will come, click on Yes button, the applicable UOM type will be deleted.
Make sure that you remove UOM mapping first before deleting them otherwise you will get an error message.
Import/Export Stock Items
1. If there are more stock items which need to be add then on stock list page, click on Import Stock, the import stock item pop up will display as shown below.
2. Follow the Instructions while uploading a file given in the above screenshot.
3. To import a file, on stock list page, click on Export Stock, the export stock levels list will download automatically in the .xls format.