Access Production => Inventory entries
Or use the shortcut if available
Inventory list
1. View inventory periods.
2. Find out the status of each inventory: "closed", "signed" or "to do".
3. Click on the pen to enter. In the case of a first inventory in Adoria, the system will propose to enter an initial inventory in order to add products historically present in stock and not purchased in the system during the period.
4. The 3 horizontal dots give access to several actions:
printout as a PDF with or without valuation, cancellation of signature, closing or deleting the period, and viewing information on BLs for the current period via the audit report.
Inventory entry 1/3
1. The "
" symbol is used to open the zone in order to view or enter the products in it.
2. Visualization of the number of products in each zone.
3. Product search facility
4. Possibility of filtering and opening a specific zone or all zones.
5. The settings wheel can be used to do several things: set the stock to 0 before entry, reset the theoretical stock if necessary, or manage the order of your products to facilitate entry.
6. The "
" symbol is used to display system alerts, which may or may not block inventory signature: BL to be finalised, quantity entered greater than theoretical, negative quantity, product received to be classified in an inventory zone.
7. Possibility of exporting or printing the inventory in PDF format (same printout as on previous page).
8 Use the "Return" button to return to the previous page.
Inventory entry 2/3
Left-clicking on a product opens a window on the right, displaying a range of information:
The generic product, its default stock area, market and batch.
All movements known to the system over the period explaining the theoretical stock: initial stock, purchases, any sales or allocations.
Inventory entry 3/3
NB: before starting entry, make sure that all BLs for the period have been finalised (the symbol will alert you to this point).
Set actual stock to 0 before entry. (By default, the theoretical quantity (Initial Inventory + Purchases - Sales and Allocations if the Cashier interface is active) is entered.
Enter quantity per storage unit (entry can be retrieved directly from Adoria Mobile). Valuation is done in real time at the bottom of the page.
Sign the inventory.
Registration is automatic as you type.
Multi-zone option
Consultation
The system allows the option of storing the same product in two or more "secondary" zones. All data will be consolidated at product and main zone level to display the theoretical stock. This is an input aid for the user.
The products concerned will be labelled "multi-zone".
Left-clicking on this icon opens a window in the top right-hand corner, showing all the zones where the product is present, and the total in stock. A note indicates the "default" zone, which is the main zone set in Destinations > Products.
Theoretical stock is shown only in the default field, which consolidates all theoretical data.
Multi-zone option: add a product to another zone
1. On the inventory page, click on "Add".
2. In the window, find the product to be added in another zone
3. Select the secondary zone (the default zone will not be proposed)
4. Indicate the quantity to be stored in the secondary zone
5. Confirm
6. Adjust the quantity in the default zone according to the quantity transferred to the secondary zone.
NB: at the end of the period, if a product is set to 0 in the secondary zone, it will disappear from this zone. This manual addition to the secondary zone must be repeated if necessary.
