Stock-out records

Stock-out records

Revision History
12.11.2009
The Status menu was added to the description of context menus.
22.12.2009
The Store column was added to the Specification panel.
13.05.2010
The Delete button in entry and editor windows of stock-out records was replaced with the multifunctional Additional button. A description of how to access commands in context menus was added.
26.07.2010
Descriptions of the New stock-out record specification item and New stock-out record specification items entry windows were added.
10.02.2011
Tab pages were transformed into panels.
19.01.2012
The System column was added to the data grid. The Export and Summary functions menus were added to the context menu.
11.02.2013
The Status field was removed from the specification. Only store status is displayed for specification items.
16.01.2013
Commands that allow you to sequentially add items from the Stock items directory and the Stock on hand operational report were added to the specification context menu.
02.09.2015
A description of how to simultaneously add stock items to the specifications of several selected items was added.
26.11.2015
The description of the Date field was edited.

Stock-out records are documents that accompany the release of stock items from a store to a third party (partners).

When stock items are released from a store, the Tillypad XL Manager program generates a stock-out record. The information in the electronic stock-out record is entered from the goods release slip hard copy filled out when the items are unloaded from the store.

The specification of a stock-out record contains a list of the released stock items, along with their quantities and prices. Depending on the exact nature of the stock-out operation, compound stock items may be added to the specification independently or together with their ingredients. Both simple and compound stock items may be added to the specification as either independent products or ingredients of other compound stock items.

Stock-out records must be processed in the storekeeping system. Processing of these e-documents is carried out automatically. If the processing is executed successfully, the document is registered, and the theoretical levels of on-hand stock items decrease accordingly.

The stock-out operations in production records can be taken into account when average standard daily consumption rates for stock items are calculated for the store. In order for stock-out records to be taken into account during calculation, they must be added to the stock-out document types specification in the Document types for calculating standard daily consumption rates panel.

Stock-out records have different statuses at different stages of processing:

  • Not ready – the document is open for changes.

  • Ready – makes the record a read-only document. This record has not been processed on the store, and only its status can be altered.

  • Registered – assigning this status to the record makes it disabled for changes. Only its status can be altered.

When a stock-out record is created it has the status Not ready. Documents with the Not ready status can be viewed, edited and deleted. When either the Ready or Registered status has been applied, the document becomes read-only and can no longer be edited or deleted. The document can be run on the store once the Registered status has been applied.

The Deleted status is automatically applied to a stock-out record when it is deleted.

The stock items in the specification of the stock-out record also have statuses. These statuses are assigned automatically when the records are processed by the storekeeping system.

A document specification item can have one of the following statuses:

  • OK – denotes that processing was successful.

  • Not enough on hand in store – occurs if the amount of a stock item specified in a stock-out document is greater than the amount of that stock item on hand in the store.

Information about stock-out records is held in the Stock-out records document list.

The stock-out records list can be displayed for selected stores or selected partners and for any date range. The viewing windows are, respectively: