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ModulePurchasing & stock

Every unit in stock has a document behind it.

Purchase orders, goods receipts, deliveries and stock adjustments are numbered documents. Posting one writes stock movements that can only be added, and the stock page shows what is on hand and every movement behind it.

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A confirmed purchase order is received in one click. Posting the receipt adds its movements, and the stock on hand grows by the units received.

Buy, receive, deliver, count.

Purchase orders

A supplier, the legal entity that buys, a currency, and lines with quantities, units and prices. Confirming gives the order its number and locks its lines.

Goods receipts

Receive a confirmed order in one click: a draft receipt with every open line. A receipt never takes more than is open, and a fully received order closes itself.

Deliveries

Goods leave stock by their own document, at the average cost the stock carried, and the delivery names the invoice and the deal it belongs to.

Stock adjustments

Stock counts, damage, corrections and opening stock, each line adding or removing units.

The stock page

On hand per product and location, with the average cost in its currency. Open a row and see its movements, newest first, each naming its document.

Supplier bills

Enter what a supplier billed, line by line with its tax, and link it to the goods receipt it pays for. The same supplier's bill number cannot be posted twice.

Ask what is on hand, and why.

The Agent reads balances and the movements behind them, and prepares orders and receipts as drafts. Confirming and posting wait for your approval unless the mode is Full autonomy.

Tool registry7 of 523 tools
  • stock.balancesReads what is on hand, per product and location.Runs
  • stock.movementsLists the movements behind a balance.Runs
  • document.flowShows, line by line, what fulfilled an order.Runs
  • goods_receipt.create_from_orderDrafts a receipt with every open line of an order.Asks by default
  • purchase_order.confirmConfirms an order and gives it its number.Asks unless Full autonomy
  • goods_receipt.postPosts a receipt and adds its stock movements.Asks unless Full autonomy
  • stock_adjustment.postPosts a count, a write-off or a correction.Asks unless Full autonomy

Each square is a mode, left to right: Ask every time (the default), Auto inside the organization, Auto including replies and Full autonomy. A filled square means the Agent runs the tool in that mode without asking.

Stock moves with the rest of the business.

Movements are only ever added.

  • The database refuses to edit or delete a stock movement. A correction is a new document, and a reversal mirrors the movements it undoes.
  • Stock may go below zero; the stock page flags it instead of refusing the document.
  • A confirmed order, a posted receipt and a delivery keep their numbers, even when canceled or reversed.
  • Posting and reversing adjustments is for Owners and Admins. Members prepare drafts.
  • Each movement names the document that made it.
  • Every night the balances are rebuilt from the movements to prove they add up.

What shipped lately.

All changes

  1. Purchase orders, goods receipts and stock levels

    Orders, receipts and adjustments are numbered documents with their own steps, and the Stock page shows what is on hand by product and location with the document behind every movement.

Read more.

One platform for the whole business.

Every module works on the same records, and the Agent works on them with your permissions.

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