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Stock Management

Comprehensive inventory stock management documentation for the DATAR platform

What you'll learn in this guide: How to effectively manage your inventory stock, track movements, and optimize stock levels in the DATAR platform.

Overview

The Stock Management system in DATAR provides comprehensive tools for tracking, managing, and optimizing your inventory levels. This guide will walk you through the core concepts and features to help you maintain optimal stock levels, reduce wastage, and improve efficiency.

Key Features
  • Real-time stock level tracking
  • Movement history with detailed audit trails
  • Automatic reorder points and notifications
  • Stock alerts and threshold management
  • Batch and expiry date tracking
  • Stock value reporting
Common Use Cases
  • Warehouse inventory management
  • Office supplies tracking
  • IT equipment inventory
  • Manufacturing components
  • Retail stock management
  • Healthcare supplies management

Stock Level Management

The system allows you to set and maintain optimal stock levels for each inventory item. You can define:

  • Minimum Level: Triggers alerts when stock falls below this threshold
  • Reorder Point: The level at which new stock should be ordered
  • Maximum Level: Upper limit to prevent over-stocking
  • Safety Stock: Buffer stock to handle unexpected demand

Setting Up Reorder Points

To set up reorder points:

  1. Navigate to the Inventory module
  2. Select the desired inventory item
  3. Click on "Stock Settings" in the details panel
  4. Set your reorder point, minimum, and maximum levels
  5. Enable notifications if desired
  6. Save your changes

Stock Movements

Every change to your inventory is tracked as a stock movement. The system supports various movement types:

  • Receipts: Adding new stock to inventory
  • Issues: Removing stock for use
  • Transfers: Moving stock between locations
  • Returns: Processing returned items
  • Adjustments: Correcting discrepancies
  • Write-offs: Recording damaged or obsolete stock

Movement History

Each movement is recorded with:

  • Timestamp
  • User who performed the action
  • Quantity changed
  • Movement type
  • Source/destination (for transfers)
  • Reference documents
  • Notes

Batch Management

For items that require batch tracking, the system provides:

  • Batch number assignment
  • Manufacturing and expiry date tracking
  • First-in, first-out (FIFO) management
  • Batch-level quality control
  • Expiry alerts

Reports and Analytics

The Stock Management system includes powerful reporting tools:

  • Stock Valuation Reports: Current value of inventory
  • Movement Reports: History of all stock changes
  • Aging Analysis: Identify slow-moving stock
  • Turnover Reports: Stock velocity metrics
  • Low Stock Reports: Items approaching reorder points
  • Expiry Reports: Items approaching expiration
Best Practice: Review your stock levels weekly and movement reports monthly to identify trends and optimize your inventory management.

Integration with Other Modules

The Stock Management system integrates with:

  • Suppliers: For automatic reordering
  • Orders: To track incoming and outgoing stock
  • Assets: Converting inventory to assets when appropriate
  • Projects: Assigning inventory items to projects
What's Next

Now that you understand Stock Management, you might want to explore: