Accounting integrationPurchases


Setup of stocks

Define locations

The first thing to setup the stock is to define the structure of the locations. To do that, use menu Stocks > Definitions > Locations. During the software installation, a basic structure is defined, you can obtain it by menu Stocks > Tree locations.

During the software installation, Tiny ERP declares the zones which have obligatorily to be defined:

Each one of these locations can also be subdivided for analytical needs. An example:

These 5 basic locations are used for the operations other sides of inventory movement. The locations used for the supplier and the customer location are given by the properties of a partner feature. The inventory loactions, supplies and production to be used for each operation using a product are defined by the properties of a product feature.

On top of these zones, you have also to define the locations corresponding to your company and your warehouses. For each warehouse, it's necessary to define three locations: incoming location the goods, stock location and export location of the goods. The incomings and sotcks locations can be identical, for example if it isn't necessary to go by an entry quality control. But the export location has to be isolated and cannot be child of the stock location. These locations have to be defined in 'Internal' type.

The following figure represents the case of a company having 2 warehouses of which one which is structured on 2 stages.

In this example, the first warehouse has an incoming location of the goods where the raw materials await a restocking in stock. The second warehouse doesn't have an entry buffer location, the good is directly sent in stock. It has a location for the obsolete products which is located out of stock in order to to prevent that a need reserves products in obsolete stock.

For each location, you can give an account of your general ledger which will be used for automatic risings of the inventory movements. For example, the obsolete stock of the above example, contrary to the others, can't be developed in accounting. In the same way a consignee stock in a supplier can be developed in your accountancy if you paid it.

Lastly, once the set stock location, you have to allocate the properties to the partners and products particular in order to use the good locations for each operation. It is preferable to do that before the first inventory of regularization of stock.

Warehouses

When the locations are defined, you have to define the different warehouses. Those are used in the sales and the purchases. They determine the sending or reception source of goods during the orders.

To define your warehouses, use menu Stocks > Definitions > Warehouses. For each warehouse it is necessary to define incoming location, stock and the export of the goods.

Control your export warehouse location isn't in the stock of this one or of another warehouse. Otherwise, Tiny ERP could use the parcels on standby delivery customer to supply other orders.

The link between a warehouse and a customer order is done via the definition of a sale point. Indeed, each sale point is associated one and only one warehouse. The hierarchical structure of the stock location makes it possible to define a principal warehouse and two secondary warehouses.

In the above example, an order done in the principal warehouse will be able to be supplied in the stock of Brussels or Paris according to products availabilities. The location selection is done by the nearest location thanks to coordinates X,Y,Z of each location.

Accounting integrationPurchases