Inventory system in Dolibarr

Use the inventory function of Dolibarr

Since version 15, Dolibarr ERP includes an inventory tool adapted to the various possibilities of the ERP : partial inventory, by warehouse, by product.

The inventory function is located under the product/service menu

**Process

  1. Define the inventory to be performed : it is possible to perform a global inventory (all warehouses, all products), partial for a given warehouse, or partial for a list of products.
    Inventaire-creation
  2. Validate the inventory : the list of products concerned with the expected stock is indicated
    Inventaire-valide
  3. Enter actual quantities : several methods are possible
    saisie Inventaire
    • pre-fill with the theoretical quantity and correct any discrepancies found
    • use a barcode reader : scanned numbers are added to the list
      codebarre Inventaire
    • delete the entries
  4. Save entries Allows you to interrupt the entries
  5. Close inventory, which will generate correction inventory movements
    cloture Inventaire
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Tips

To make an inventory for a list of products in a warehouse, create the inventory for one of the desired products, validate it and then add the other product references.

ajout produit Inventaire

If a product has a stock 0, it does not appear in the list of the validated inventory. To add it, use the add button by indicating the warehouse and the product concerned

**Workflow

It is possible to add events to an inventory, which allows you to assign it to projects, users and ensure traceability

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Alternative based on the import of csv files.

The mass processing tool has an inventory function. It is necessary to create a file in the defined format and process it by import.

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