Inventory setup in Sapera is a central feature that controls how inventory processes are handled across the organization's units. The feature is used to define the general rules and preferences for inventory management, such as voucher series, journals for different stock operations and internal transfer between inventory locations. The setup makes it possible to tailor the inventory to specific needs in each organizational unit.
With inventory setup, you can, among other things, specify which journal to use for purchase deliveries, internal transfers, and adding goods to stock. In addition, you can set up automation of bookkeeping for internal transfers and other stock movements, ensuring more efficient and correct handling of inventory transactions.
The feature also makes it possible to differentiate between inventory locations, so each unit, such as the head office or departments, can have its own inventory settings that suit their specific processes and requirements.
1. From Financial, go to "Setup".
2. Navigate to "Product catalog setup" -> "Inventory setup".
3. You are now on the "Inventory setup" tab, where an overview of your inventory setup in Sapera is visible.
Under "Inventory setup per org. unit" you have the option to customize inventory handling across the organization's units. Here you can specify how inventory operations should be managed for each individual organizational unit, such as the head office and departments. Follow these steps to set up inventory per org. unit:
1. Select warehouse:
Select the warehouse that should apply to the relevant organizational unit.
2. Journal for purchase delivery:
Specify which journal to use for purchase deliveries. Here you can choose between different options:
Settlement
InternalTransfer
InternalUse
Fraud
Delivery
3. Inventory journal for 'Add to stock' from product:
Specify the journal to use when goods are added to stock from the product level. The options include:
Settlement
InternalTransfer
InternalUse
Fraud
Delivery
3. Internal stock transfer (outgoing):
Select which journal to use for outgoing internal transfers between warehouses. The same options as above apply.
4. Internal stock transfer (incoming):
Define the journal for incoming internal transfers. The options include:
Settlement
InternalTransfer
InternalUse
Fraud
Delivery
5. Auto-booking (Click & Collect):
Specify whether internal transfers and stock operations should be auto-booked when used in connection with Click & Collect processes.
6. Booking journal for internal transfer: Specify which booking journal to use for internal stock transfers. Here you can choose between:
Daily booking
End of year
Invoice
Cash register sale
Purchase invoice
Interest run
Reminder run
Goods consumption recalculation
7. Journal for stock transfer to Click & Collect:
Select the journal to use for stock transfer in connection with Click & Collect processes.
Want to know more?
Read more in these related articles:
Warehouses
This article explains how to create and use warehouses to manage inventory locations in Sapera
Stock settings
Review of all settings under the Stock category in the Inventory module: inventory management, locations, cost price update, negative stock figures and voucher handling.
Inventory module settings
Overview of the inventory-related settings in Sapera, divided into four categories: products, stock, labels and service calls.
