VtigerCRM-Spain::Multi Warehouse Enhancements

Multi Warehouse Enhacement for vtigerCRM

multi warehouse design

 

 

495,00€

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Additional Information

  • Warehouse. New module with all data of a warehouse. Related in +info with a 1:m relation to Stock and Movements
  • Stock. New module with, warehouse capture, product capture and stock numeric field. On this module we can easily filter or report on the stock of given products or families, or warehouse,…
  • Movements. New module with, source warehouse capture, destination warehouse capture, product capture and numeric field that indicates the amount of product moved from source to destination. Records in this module must increase or decrease the corresponding stock records.
  • Product. Existing module. Related in +info with a 1:m relation to Stock and Movements
  • Once created the infrastructure, the application must be modified to control warehouse selection and stock. We can take two approaches:
    • Multiwarehouse on each invoice (Q/SO/PO)
      • product capture must now contemplate the warehouse it is coming from and permit not only searching by warehouse but also consulting the available stock in each warehouse
      • the warehouse information must be captured and saved on each product line
      • adapt current increase and decrease stock functions to new structure, by creating the corresponding movement records
      • convert the current stock field in products to readonly and update it consistently through stock module
    • One warehouse on each invoice (Q/SO/PO)
      • add one warehouse capture field on Q/SO/PO/I, this will be the warehouse the whole invoice will work with, all the products on the invoice will be from this warehouse
      • modify the Q > SO > I conversion to pass along the warehouse field
      • modify product line popup to automatically show only products from the selected warehouse
      • adapt current increase and decrease stock functions to new structure, by creating the corresponding movement records
      • convert the current stock field in products to readonly and update it consistently through stock module
  • Review ad validate reporting to make sure we can get information about all the new modules and stock movements:

The original design

multi warehouse design

How to use

You have two virtual warehouse, Sales and Purchase. This warehouse simulate the stock movement when you do a purchase or sale, to register in your Vtiger CRM. For work correctly , you have to create your physical warehouse to do the purchase stock movent to your warehouse or when you do a sale from you physical warehouse. You can do it this movements using the virtual warehouse, for example:

Movements

  • When you want to do a purchase for you warehouse, you have to go to Inventory → Stock Movement and create a new movement.

  • After you have to select the source warehouse, that in this case is Purchase, select destination warehouse, for example WH00001 and finally select the product and units that you have bought.
  • And if you want to do a sales from you warehouse WH00001, you have to select how a source warehouse the WH00001 and the Sales warehouse how a destination.
  • If you have more warehouse , you can do movements between them selecting the source and destination warehouse

Workflows:

You can to configure two workflows to increment and decrement the stock, when you do an Invoice or Purchase Order. For this you have to go to Settings→Workflows.

  • Decrement Stock:
    1. you have to edit the first worflow (module → Invoice , description → UpdateInventoryProducts On Every Save) and edit Task. You have to change the UpdateInventory function to mwDecrementStock.

  • Increment Stock:
    1. You have to create new workflow with Purchase Order module and create new task selecting Invoke Custom Function. In this task you have to select the mwIncrementStock.

Notes:

  • Stock module, you only have to use for do reports, filters, etc, …. yo don't have to create a new stock , because this action is do it by Stock Movement. For not confuse the user you can to disable the create/edit option in the profiles settings.

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