Stock Operations

Stock operations encompass all inventory movements, adjustments, and transformations. This guide covers comprehensive stock management operations in Angage ERP.

Understanding Stock Operations

Operation Types

Stock Transfers

• Inter-warehouse moves
• Inter-location moves
• Department transfers
• Consignment transfers
• Return to vendor

Stock Adjustments

• Cycle count adjustments
• Damage write-offs
• Inventory corrections
• Reconciliations
• Initial stock upload

Stock Transformations

• Assembly/disassembly
• Packaging/repackaging
• Quality status changes
• Lot splitting/merging
• Unit conversions

Stock Transfer Management

Creating Transfers

Manual Transfer

1. Navigate to Inventory → Transfers
2. Click New Transfer
3. Select transfer type:
   • Internal (same warehouse)
   • Inter-warehouse
   • To customer
   • From vendor
4. Enter details:
   • Source location
   • Destination location
   • Transfer date
   • Reference/reason

Adding Items

1. Click Add Items
2. Select method:
   • Browse items
   • Scan barcode
   • Import list
   • From template
3. Enter quantities
4. Verify availability

How-To Guides

How to Process Inter-Warehouse Transfers

Initiation

1. Create transfer order
2. Select warehouses:
   • Source: WH01
   • Destination: WH02
   • Transit time: 2 days
3. Add items and quantities
4. Submit for approval

Shipping Process

1. Generate pick list
2. Pick items (mobile)
3. Pack and label
4. Create shipment
5. Update status: "In Transit"

Receiving Process

1. Receive notification
2. Physical receipt
3. Scan/count items
4. Confirm quantities
5. Complete transfer

How to Handle Stock Adjustments

Cycle Count Adjustments

1. Complete physical count
2. Enter actual quantities
3. System calculates variance
4. Review discrepancies:
   • Investigate causes
   • Document reasons
   • Take photos
5. Create adjustment:
   • Increase/decrease
   • Reason code
   • Approval required

Damage/Loss Adjustments

1. Identify damaged items
2. Create adjustment document
3. Select reason:
   • Physical damage
   • Expiry
   • Theft/loss
   • Quality failure
4. Attach evidence
5. Move to scrap location
6. Update inventory

How to Manage Consignment Stock

Consignment Setup

1. Create consignment locations
2. Configure ownership:
   • Vendor-owned
   • Customer-owned
   • On-consignment
3. Set tracking rules
4. Enable reporting

Consignment Operations

• Receipt: Into consignment location
• Consumption: Transfer ownership
• Return: Back to vendor
• Reporting: Usage/balance
• Reconciliation: Periodic checks

How to Perform Stock Reservations

Manual Reservation

1. Open item stock view
2. Click Reserve Stock
3. Enter details:
   • Quantity to reserve
   • For: Order/Project/Customer
   • Until: Expiry date
   • Priority level
4. System blocks stock

Automatic Reservations

Configure rules:

• Sales order confirmation
• Project allocation
• Customer priority
• Safety stock protection
• Lead time consideration

Managing Reservations

• View all reservations
• Modify quantities
• Extend dates
• Release stock
• Transfer reservations

How to Execute Bulk Operations

Mass Transfers

1. Use Bulk Transfer tool
2. Upload/paste item list
3. Specify:
   • Source location(s)
   • Target location
   • Quantities
   • Transfer date
4. Validate availability
5. Execute transfer

Bulk Adjustments

For inventory reconciliation:

1. Export current stock
2. Update quantities
3. Import adjustments
4. Review variances
5. Approve and post

How to Track Stock Movements

Movement History

View complete trail:

• Transaction type
• Date/time
• User
• Quantity
• From/to locations
• Reference documents
• Reason/notes

Movement Analysis

• By item
• By location
• By date range
• By user
• By reason
• Export capability

Advanced Features

Stock Transformation

Assembly Operations

1. Create assembly order
2. Select parent item
3. System shows components
4. Verify availability
5. Execute assembly:
   • Consume components
   • Create finished good
   • Update locations

Repackaging

Change packaging:

1. Select source package
2. Define new packages:
   • From: 1 × 100 units
   • To: 10 × 10 units
3. Print new labels
4. Update system

Quality Status Management

Status Types

• Available
• Quarantine
• Blocked
• Inspection
• Released

Status Changes

1. Select items/lots
2. Change status:
   • From: Quarantine
   • To: Available
   • Reason: QC passed
3. Update locations
4. Notify stakeholders

Lot Operations

Lot Splitting

1. Select lot to split
2. Define new lots:
   • Original: LOT001 (1000)
   • New: LOT001A (600)
   • New: LOT001B (400)
3. Maintain traceability
4. Update records

Lot Merging

Combine compatible lots:

1. Verify same item
2. Check quality status
3. Similar dates
4. Create merged lot
5. Archive originals

Advanced Planning

Replenishment Rules

Configure automatic transfers:

• Min/max levels
• Reorder points
• Source locations
• Priority rules
• Schedule frequency

Distribution Requirements

• Forecast-based transfers
• Fair share allocation
• Priority fulfillment
• Network optimization
• Cost consideration

Mobile Operations

Mobile Transfer App

Features:

• Scan source location
• Verify item
• Enter quantity
• Scan destination
• Complete transfer
• Real-time update

Offline Capability

• Download tasks
• Work offline
• Queue transactions
• Sync when connected
• Conflict resolution

Best Practices

Accuracy Controls

• Scan verification
• Quantity confirmations
• Approval workflows
• Audit trails
• Exception reporting

Efficiency Tips

• Batch similar moves
• Optimize routes
• Use mobile tools
• Automate routine
• Monitor KPIs

Documentation

• Clear reasons
• Photo evidence
• Approval records
• Complete notes
• Regular reports

Configuration

Operation Settings

Navigate to Settings → Inventory → Operations:

• Transfer Approval: By value/type
• Adjustment Limits: User authority
• Reason Codes: Required/optional
• Cost Impact: Immediate/period-end
• Notifications: Events/recipients

Mobile Configuration

• Device types
• Offline storage
• Sync frequency
• Data validation
• Error handling

Reports & Analytics

Operational Reports

• Daily movements
• Pending transfers
• Adjustment summary
• In-transit inventory
• Exception report

Analysis Tools

• Movement patterns
• Adjustment trends
• Cost impact
• User activity
• Location efficiency

Troubleshooting

Common Issues

Transfer blocked

• Check stock availability
• Verify locations active
• Review restrictions
• Check reservations

Adjustment failing

• Verify permissions
• Check approval limits
• Review GL periods
• Validate reasons

Mobile sync issues

• Check connectivity
• Clear cache
• Verify credentials
• Review queue
• Contact support

Next Steps

Learn about Mobile Scanning workflows for efficient warehouse operations.