Open ERP

Stock / Inventory

Describe how a generated transaction moves item quantities, stores and stock values.

When to enable stock flow

Enable Stock flow for transactions that physically receive, issue or transfer inventory. A service bill or non-stock master should leave it disabled.

  • IN: quantity enters a store, as in purchase receipt or opening stock.
  • OUT: quantity leaves a store, as in sale or consumption.
  • TRANSFER: quantity moves from one store to another.

Stock configuration sources

A stock configuration selects the source of each runtime value. Sources may come from a parent transaction, a selected child row, a verified master, a fixed store or a supported expression/calculation.

  • Document date and stable document identity.
  • Item and quantity.
  • Rate and optional amount/value.
  • Source and destination store where applicable.
  • Batch or lot reference when used.
  • Narration and optional posting condition.

Rate and valuation

Choose the calculation that matches the business document: field value, amount divided by quantity, last cost, derived FIFO value, allocated document-out value or another supported calculation.

Do not guess valuation

Rate calculation affects inventory value and potentially accounts. Verify rounding, zero quantity behaviour, returns and update/delete reversal with real examples before users begin posting.

Parent versus child scope

Use parent scope only when the document represents one item movement. Use child scope when each line item carries its own item, quantity, rate, store or batch.

  1. 01
    Select the scope

    Choose parent or the attached line-item submodule.

  2. 02
    Map every required source

    Ensure each child row supplies valid item, quantity and store data.

  3. 03
    Test movement reports

    Verify store balances, item balances and valuation after create and update.

  4. 04
    Test reversal

    Delete or cancel only after confirming the original movement can be identified and reversed.

Next guideGST Mapping