Setup#

Setting up stock locations#

The Stock Module provides a set of default Stock Locations, however it is likely that you will want to customise them to suit your company.

Tip

If you only have a small Warehouse you can use the same location for its storage, input and output locations. This reduces the stock moves required to send and receive shipments.

Tip

If you have a large number of locations in your warehouse you can use the option to limit locations to only a single level of children. This will improve the performance of Tryton when it is calculating stock quantities.

Tip

If you are altering your stock locations, and you have already used a stock location then it cannot be deleted. However, you can deactivate it which will hide it during normal use.

Setting initial stock levels#

When you start using Tryton you may already have some stock that you want to bring into the system.

In order to ensure the value of your stock is correctly calculated, and to show that this stock has (at some point in the past) come from a supplier, you must enter this initial stock in the correct way.

The right way of doing this is to create a set of individual Stock Moves. These moves can be created in the view that is opened from the Inventory & Stock ‣ Moves main menu item. Each of the stock moves should move some stock of a Product from a supplier Location to the appropriate storage location. These stock moves must have their unit prices set to their product’s cost price.

Note

As these moves are for your initial stock they have no origin, and when you try and do these moves Tryton will warn you about this. Because this is for your initial stock this is not a problem, and you can safely go ahead and finish doing the moves.

Tip

If you create all the stock moves to start with, you can then select them all in the list view, and use the Do item from the Launch Action menu to do them all in one go.