[STOCK] Inventory Management in WEM

[SMEWebify]

1. Creating an inventory

Accessing the "Inventory" option: The user accesses the "Inventory" tab from the main dashboard or via the search bar.

Inventory creation form: A form is displayed with the following fields:

• Inventory name (pre-filled but editable).
• Creation date (pre-filled).
• "Create inventory" button.
• Once the user clicks on "Create inventory", a confirmation is requested to suspend stock movements (receipts, deliveries, etc.) during the inventory.

Action: Upon confirmation, the system pauses all stock movements until the end of the inventory.

2. Displaying items to be counted

Item selection form: The user can view the list of active items to be counted directly in WEM. The form has the following columns:

• Item reference.
• Description.
• Quantity in stock (pre-filled).
• Reserved quantity.
• Location.
• Action: The user selects the items to be counted by checking boxes or via filters (by category, location, etc.).

"Validate items to be counted" button.

3. Counting items in stock

Counting form: For each selected item, the user enters the quantity counted in the form. This form includes the following fields:

• Quantity counted.
• Counting status (Validated / To be checked).
• Difference (calculated automatically between initial quantity and quantity counted).
• Difference in cost (displayed for information purposes).
• Navigation buttons allow you to quickly move from one item to another, or to sort items by location.

Action: When the user submits the data, the system records the discrepancies and updates the stocks accordingly.

4 Inventory validation

• Validation form: Once the count is complete, the user accesses a summary form with all the counted lines, the discrepancies and the associated costs.

• "Validate inventory" button: Once the inventory is validated, the system updates the stocks and closes the inventory. The system generates a downloadable history from the "Inventories" section.

• Action: The system blocks any changes once the inventory is validated. A confirmation is requested before final validation to avoid errors.