Generally speaking, every enterprise has such a business line as inventory management, which is the foundation of a company's survival. Business transactions involving purchases and sales are largely like this.
With the development of information technology, enterprises apply corresponding software for procurement, sales, and inventory management to make this dynamic process more organized. The use of procurement, sales, and inventory management software not only enables real-time management of these operations but also, combined with internet technology, allows for cross-regional management.
Currently, most management system software used by domestic enterprises operates by triggering software functions layer by layer through document forms, with a significant amount of manual operations. Operators can modify their own errors, but there is no practice of making adjustments for overages or shortages; instead, they simply change quantities, names, and the like. This operational approach is not conducive to more effective enterprise management by the management level.
Most domestic enterprises' suppliers do not have a concept of contracts, possibly because the suppliers themselves are relatively small and do not meet such conditions.
The purchase price of materials may vary at different times, and the corresponding sales price of this batch of products should also change accordingly, which involves cost accounting.
Below is an introduction to the basic functions of inventory management in the standard Odoo framework.
1. Includes functions such as sales orders, sales shipments, customer returns, departmental retail, and statistical inquiries.
2. Basic process: based on the daily business requirement of customers placing orders first and then shipping goods, the system automatically tracks the completion status of each document.
3. Support multiple shipments for one sales order. The system will accurately adjust the inventory quantity and amount for you, and record the details of each sale.
4. Supports directly generating a corresponding sales outbound order based on a sales order.
5. Support independent addition of sales outbound orders, without the need to ship based on orders. If a customer picks up goods directly, the goods are shipped directly through the sales outbound order.
6. Given the diversity of customer industries and the flexibility of customer needs, the system also supports direct returns through return orders.
7. For customers who support direct retail, retail documents accurately record daily retail transactions. After each retail sale, the system accurately and intuitively calculates the profit, profit margin, etc. for that sale.
8. Support customers to prepay the corresponding amount, and then deduct according to the document amount.
9. Support timely query of details for each document.
10. Query sales performance by department or employee, and accurately calculate sales profits based on sales conditions, allowing sales managers to easily grasp the situation and deploy work.
11. Print the courier waybill directly based on the shipping address, and when printing the courier waybill, it can automatically remind you to print according to different courier waybill templates.
12. Enterprises often encounter situations during sales where, after a sales document is issued, customers request discounts such as rounding off the entire order. Therefore, it becomes a necessary function for the software to provide a discount for the entire sales outbound order.
13. Orders can be terminated to prevent historical orders that have not been terminated from continuously affecting document operations.
14. How to manage giveaways, the statistics and accounting of giveaways are daily tasks for all sales enterprises, and the management of giveaways has become a key function that must be provided.
15. To prevent multiple shipments caused by repeated printing, the software needs to control the number of prints. Freely define the number of times a document can be printed.
16. To prevent situations such as insufficient inventory after a sales outbound order is issued, negative inventory sales can be controlled.
17. To flexibly sell to customers, it is necessary to know the inventory situation in a timely manner, so having an inventory balance reminder when creating orders is particularly important.
1. Including functions such as purchase orders, purchase receipts, purchase returns, and query statistics.
2. To fulfill the daily business requirement of placing a purchase order first and then receiving goods in batches, the system automatically calculates the completion status of the corresponding purchase order based on each batch of goods received.
3. Support multiple purchases for the same order; the system will accurately adjust inventory quantity and amount, and record the details of each purchase.
4. Support returning goods by directly calling the purchase receipt.
5. Support timely inquiry of details for each document, as well as summary and detailed inquiry of all purchased goods.
6. Support reminders for the last purchase price, making it convenient to verify changes in procurement prices.
7. Directly generate purchase orders from sales orders, thereby reducing the procurement workload.
8. Support batch printing of documents.
9. Can control the number of times documents are printed.
10. It can automatically calculate the purchase price based on the supply agreement reached with the supplier and the brand's purchase discount rate.
1. It includes functional modules such as transfer between warehouses, inventory counting, scrapping, profit/loss, gifting, assembly/disassembly, and cost adjustment orders, enabling management of common warehouse operations, monitoring of inventory details, and tracking of specific product circulation.
2. Based on historical and current data in the inventory, generate profit/loss quantities and amounts, and support the automatic generation of corresponding loss reports.
3. The entry and exit of goods must be reviewed to improve the security of system and data operations.
4. Automatically calculate changes in inventory quantity and amount, and reflect them in the "Inventory Summary", "Inventory Detail Table", and "In/Out Summary".
5. Support setting upper and lower limits for product inventory, and automatically alert for products that are out of stock or exceed the upper inventory limit.
6. Data can be traced from the inventory summary table to the inventory detail table, and then to each inbound and outbound document. This facilitates tracking the origin of the data.
7. According to the relatively popular characteristics of express delivery in 2013, distribution management has become one of the necessary functions. Accurately calculate the delivery cost of each item.
1. Receivables management allows for partial collection of a single sales order or consolidated collection of multiple sales orders in one transaction.
2. Payment management allows for partial payments on a single purchase order or consolidated payment on multiple purchase orders at once.
3. Accounts receivable and payable management, clearly managing the occurrence and changes of receivables and payables, providing a summary of accounts receivable, a detailed list of accounts receivable, a summary of accounts payable, and a detailed list of accounts payable. Data can be traced back, with the summary table automatically linking to the detailed list, and the detailed list automatically linking to individual documents, which facilitates the reconciliation process for financial personnel.
4. Expense management: Various expenses incurred by the enterprise can be conveniently recorded and managed, with expense documents provided.
5. The monthly expense summary table can timely and accurately compile the expense occurrences of the company.
6. Purchase invoice management allows multiple invoices to be issued for one purchase order, or one invoice to be issued for multiple purchase orders.
7. Sales invoice management allows multiple invoices to be issued for one sales order, or one invoice to be issued for multiple sales orders.
8. You can clearly query uninvoiced purchase orders and sales orders, as well as check the status of estimated inventory receipts and unsettled sales.
Such functions are highly needed by enterprises, as they reduce the workload of financial, sales, and procurement personnel while improving work efficiency. Shujian Inventory Management possesses these functional features.
Business Analysis
1. Supports intelligent query and statistics, allowing quick search and association of query results through any fuzzy element.
2. The multidimensional data analysis system can arbitrarily combine statistical items and content, offering a comprehensive range of statistical analyses.
3. Bar charts, line charts, and pie charts correspond to each other and can be freely converted.
4. The analysis results support both table and chart export for printing, making the statistical results intuitive and clear.
Basic Information
1. Enter all basic data information required by the system, such as customer information, product information, employee information, supplier information, etc.
2. Set region, order type, price method, payment method. Personalized attribute information.
3. Supports import and export functions, utilizing Excel's powerful editing capabilities.
4. Users can quickly and easily convert data from external sources or other systems into the data of this system.
5. Unique interface-free refresh technology, instant addition and instant saving, keeping user data consistent.
6. All operations of the system take basic data settings as the first step, unifying and standardizing the data.
System Settings
1. Supports custom number of users, multiple methods of permission assignment, and a thoughtful group permission setting system.
2. A more granular permission allocation method, divided by modules, groups, positions, scopes, etc., makes management easier.
3. Support custom data backup, manual backup, and backup file download.
4. Database initialization, database reconstruction, and other data security mechanisms ensure that users no longer need to worry about data security issues.
5. The multi-mode system configuration function allows users to define according to their own usage habits, providing more humanized settings to meet the needs of different customers.
6. Provide a personalized system configuration interface, allowing customized configuration based on individual circumstances (such as printing, document properties, alarm settings...).
