Add or Edit products

The product form allows you to add new products or change existing products.

This function can be found at:

  • Frontoffice -> Warehouse -> Product entry form
  • Backoffice -> Warehouse -> Product entry form

Content:

The form

whproductform.jpg

Functions

  • Add a new product
  • Edit an existing product by entering the Product ID
  • Upload an image of the product
  • Correct stock quantities
  • Copy an existing product
  • Book stock in or stock out
  • Print a product sticker

Units

  • Pack and storage units are mandatory
  • The values can be chosen from parameter packing (Backoffice -> Settings -> Parameters -> Warehouse)

In the example form above:

  • Smallest unit : The smallest unit the system will show on the inventory list (and the quantity of them of course).
  • Pack unit : Because box is entered here the system also shows the number of boxes in the warehouse (there are 10 pieces in a box here).
  • Storage unit : Because pallets is entered here the system also shows the number of pallets in the warehouse (there are 36 boxes on a pallet here).
  • Stock keeping units : This is the unit you work with while booking Receipts into the warehouse and Deliveries from the warehouse. This example shows pieces, but box would be entered if you deliver (and receive) only whole boxes.


Another example form:

whproductform1.jpg

In this example:

  • Smallest unit : The smallest unit the system will show on the inventory list is : Kilo (so that you know the number of kilos in the warehouse).
  • Pack unit : Aperently a bag contains 25kg here (so the system also shows the number of 25kg bags in the warehouse).
  • Storage unit : There are 10 25kg bags on a pallet (so the system also shows the number of pallets in the warehouse).
  • Stock keeping units : The unit you work with while booking Receipts and Deliveries are 25kg bags (not Kilos or whole pallets).

Copying a product

Use the 'Copy as new' button to create a new product from an existing product. Change what you want to change and click the 'Save'.

Note: The stock quantities of a new product will initialize to 0 (zero) so the new product will not be visible in the inventory list, unless you choose 'filter -' in the inventory list to see all products, including those with stock 0.

Multiple products with the same product ID

You can have multiple products with the same Product ID, for instance the same product with a different Lot Number or a different Expiration Date or a different Delivery unit.

You can add some identification to the Product ID to distinguish between different batches. For instance 10103-1, 10103-2 etc.This makes it easier to select the correct product when entering receipt or delivery orders.

Examples:

  • 10103-20110218 (expiration date added to the Product ID)
  • 10103-LOT110218 (a lot number added to the Product ID)
  • 10103-BATCH0218 (a batch number added to the Product ID)
  • 10103-A1C (a warehouse location added to the Product ID)
You can also use 'Product group' and 'Description' to identify different types or groups or batches.

Be creative in finding solutions for your clients and don't hesitate asking us for help. Use the bug tracking system for your questions.

Multiple locations

If you have the same product in several different locations then there are two options:

  1. make copies of the product and enter an alternative location in each copy
  2. (easier) enter all locations in the original product
Example:

whproductform3.jpg

In this example the primary pick location is A1. The second and third location are A2 and A3. Since the location field is free text this user entered the number of boxes at the alternate locations between brackets behind the location number, just for clarity. The total number in stock is 24 as you can see, so at the primary location (A1) there would be 4 boxes.

Note: Normally the location is entered when booking receipts, and not here.

Select a location

If you have entered all your locations beforehand (see location list) then you can use the search symbol to choose an existing location:

whproductform3a.jpg

Handling duplicate products

In some cases there are duplicates of the same product. For instance, the same product with different lot / batch numbers or expiry dates.

To make it easier to handle the different properties the All Stock button was added at the bottom of the form. It shows all existing duplicates of the product with their properties.

whproductform4.jpg

Properties can be changed and new lines can be added. When adding new lines new duplicates of the product will be created. Of course the total quantity in stock for the product (top right) must remain the same.

Example: A customer enters a receipt order for 100 boxes of hamburgers, but the customer doesn't know the expiry date (best before date). So the expiry date must be entered when the hamburgers arrive at the warehouse. There are two places where the expiry dates can be entered, here (in this form) or directly when booking receipts. If you do it here then use the All Stock button to add the extra lines with the different expiry dates.

Book stock in/out

Normally you won't use this function. Stock-in is normally booked via receipts and stock-out via delivery (pick) bookings.

However, if for some reason you receive goods without a receipt order or send goods without a delivery order, then you can book the quantities directly from this product form.

To book stock in/out click the Stock in/out button at the bottom of the form. Enter the quantities and hit 'Save'.

Correct stock quantities

The real quantities in your warehouse might differ from the quantities in your warehouse administration.
You can correct the quantities by clicking the 'Correct stock' button.
You can alter the following quantities:

  • Quantity in Stock (the actual number of units in your warehouse)
  • Quantity reserved (the number of ordered (not yet picked) units)
  • Quantity expected (the number of purchased (not yet received) units)
You can also use the correction mechanism to book quantities from one product to an other. For example, take 5 garden hoses from a pallet and book them as individual pieces.

Warning, important In this case it is probably not enough to just change the the 'quantity in stock' of individual garden hoses. You probably also want to change the description of garden hose pallets, or at least make a note somewhere that there is one pallet with 5 garden hoses less. Common practise is to use the 'Location' field for this.

Have a look at the example below, normal pallets of 36 hoses are on location A1B and A1C and the pallet with 5 hoses less is on location A1D. The text '(31 pcs)' is just typed directly behind the location.

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whproductformdet1.jpg

Print a sticker

If you want a label on your products you can print it from here. There are several different layouts available.

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Next: Locations list Arrow blue right

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Topic attachments
I Attachment History Action Size Date Who Comment
JPEGjpg whproductform.jpg r5 r4 r3 r2 r1 manage 130.0 K 2015-09-23 - 14:50 HenkRoelofs  
JPEGjpg whproductform1.jpg r2 r1 manage 54.8 K 2020-08-06 - 16:34 HenkRoelofs  
JPEGjpg whproductform3.jpg r2 r1 manage 33.2 K 2014-09-02 - 10:19 HenkRoelofs  
JPEGjpg whproductform3a.jpg r1 manage 20.9 K 2014-09-02 - 10:31 HenkRoelofs  
JPEGjpg whproductform4.jpg r3 r2 r1 manage 96.0 K 2014-09-03 - 14:07 HenkRoelofs  
JPEGjpg whproductformdet1.jpg r1 manage 20.6 K 2011-03-08 - 12:59 HenkRoelofs  
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Topic revision: r19 - 2020-08-06 - HenkRoelofs
 
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