Viewing stock levels¶
In Tryton there are a few different ways of seeing Product Stock Quantities. You can also easily see what the stock situation was at any time in the past, and get an idea of what the stock situation will be after any Stock Moves that are still being processed have been completed.
Note
Tryton is designed to allow you to create stock moves even if they create negative stock. For normal storage locations negative stock levels indicate that more stock has been used than was available. This suggests that there may be incoming moves to the location that have not yet been done, or a mistake has been made that can be resolved by Checking and correcting stock levels.
However, although it is possible to create negative stock, you will normally use Shipments to help manage stock moves, and a process to assign them. These respect stock availability and wont allow you to create negative stock unless you force them to.
Depending on what you are trying to find out you can get information about stock levels for either Products or Locations.
If you are interested in finding out where some particular products are stored, then once you have selected the products you are interested in, you can use the menu items in the product’s Open related records menu.
To view how much stock is in one or more stock locations you first need to select the locations you are interested in. Once you have done this you can use the Products item from the Open related records menu. This then shows the total stock that is in all the selected locations.
Tip
From the [] main menu item you can quickly get a list of stock in a single location by opening the location you are interested in.
Tip
If you have only selected a single location then the stock levels will include all the stock in the location’s children as well. However, if you selected multiple locations then only the stock in the selected locations is included, any stock in their child locations is not included.
Checking and correcting stock levels¶
There are a range of things, such as mispicks, damages and theft, that can cause the stock levels on Tryton to not match the actual amount of stock available.
Tryton allows you to check for and correct these discrepancies by performing an Inventory of a Stock Location. This process is sometimes also called a stocktake, stock count or inventory check. How often you need to do this, and to what extent, is very dependent on your business. You may do this once a year at the end of your fiscal year, or continuously by means of a cycle count.
When you create a new inventory you can use the Complete button to complete the creation of the inventory. This adds a line to the inventory for each product that is expected to be in the location.
How you go about actually counting the stock will depend on how your stock location is organised. If each Product is all together and is easy to count, then you can enter the totals directly into the Quantity column. If there are many different lines in the location, or not all of each product is together, then you can start the Count wizard using the Count button to enter the quantities as you go. In this case, multiple quantities for the same product will be automatically added together.
For each inventory you can choose how to deal with any lines where the quantity has been left empty. You can either keep the stock in the location, or empty it out.
Once the inventory has been finished you use the Confirm button to correct the stock levels on Tryton.