Inventory
Stock and warehouses
What it is for
Describe warehouses and locations, record stock levels and log stock moves. Quantities are entered by people, so it works as a ledger of what was counted and moved rather than an automatic stock engine.
What the package does and does not do
Warehouses, stock locations, stock levels and stock moves. Quantities are entered and validated by people; they are not updated automatically by moves.
Models
inventory_warehouse
A building or site where stock is kept
Read group: inventory.user. Write group: inventory.manager.
| Field | Kind | Data class | Personal data | Group | Agents see | Description |
|---|---|---|---|---|---|---|
name | text | none | no | inventory.user | in clear | Warehouse name |
code | text | none | no | inventory.user | in clear | Short code printed on documents, for example WH1 |
address | longtext | none | no | inventory.user | in clear | Postal address of the site |
active | bool | none | no | inventory.user | in clear | Whether the warehouse is in use |
inventory_location
A place inside a warehouse where stock can sit
Read group: inventory.user. Write group: inventory.manager.
| Field | Kind | Data class | Personal data | Group | Agents see | Description |
|---|---|---|---|---|---|---|
name | text | none | no | inventory.user | in clear | Location name, for example Shelf A3 |
warehouse_id | ref → inventory_warehouse | none | no | inventory.user | in clear | The warehouse the location belongs to |
kind | select (internal, receiving, shipping, transit, scrap) | none | no | inventory.user | in clear | What the location is used for: internal, receiving, shipping, transit, scrap |
active | bool | none | no | inventory.user | in clear | Whether the location is in use |
inventory_item
The quantity of one product held at one location
Read group: inventory.user. Write group: inventory.manager.
| Field | Kind | Data class | Personal data | Group | Agents see | Description |
|---|---|---|---|---|---|---|
product_id | ref → product | none | no | inventory.user | in clear | The product held |
location_id | ref → inventory_location | none | no | inventory.user | in clear | Where it is held |
quantity | number | none | no | inventory.user | in clear | Units on hand |
reorder_level | number | none | no | inventory.user | in clear | Quantity at or below which the product should be replenished |
lot | text | none | no | inventory.user | in clear | Lot or batch number, if tracked |
inventory_move
A movement of a product between locations, or into or out of the business
Read group: inventory.user. Write group: inventory.user.
| Field | Kind | Data class | Personal data | Group | Agents see | Description |
|---|---|---|---|---|---|---|
reference | text | none | no | inventory.user | in clear | Reference of the move, for example a delivery or receipt number |
product_id | ref → product | none | no | inventory.user | in clear | The product moved |
from_location_id | ref → inventory_location | none | no | inventory.user | in clear | Where it leaves; empty for a receipt from a supplier |
to_location_id | ref → inventory_location | none | no | inventory.user | in clear | Where it arrives; empty for a delivery to a customer |
quantity | number | none | no | inventory.user | in clear | Units moved |
scheduled_on | date | none | no | inventory.user | in clear | Date the move is planned for (YYYY-MM-DD) |
state | select (draft, done, cancelled) | none | no | inventory.user | in clear | Move status: draft, done, cancelled |
Workflows
inventory_move
| Action | Moves | Who may run it | Approval |
|---|---|---|---|
inventory_move.validate | state: draft → done | inventory.user | yes |
inventory_move.cancel | state: draft → cancelled | inventory.user | no |
Permission groups
Groups used by this app:
inventory.managerinventory.user
Approval steps
Steps an agent can only propose:
inventory_move.validate
What agents can and cannot do
An agent can read, search, create and update records of this app, and run the actions that need no approval, within the permission groups of its token.
It can only propose these steps, and a person must approve them: inventory_move.validate, inventory_warehouse.delete, inventory_location.delete, inventory_item.delete, inventory_move.delete.
Dependencies
product
Install
Install it from the Customize app (Marketplace), or from the command line:
obop modules install-from inventoryNeeds a database and administrator rights.