New Stock Management Settings Page - Advisory for existing customers

This article explains the changes in the New Stock Management Settings Page.

Abdul Sameer

26 Dec, 2023 - Updated 1 year ago

March 2023 Changes to Stock Management

In March 2023, Stock Management Configuration page was introduced in Vtiger CRM to make it easy to choose the triggers to automatically increase or decrease the stock in the Qty in Stock field. Earlier, this was done using a Workflow.

There are three new fields introduced in the Product module with this update. They are as follows:

Committed Stock: The total quantity of items promised or reserved for sale and are not fully delivered yet.
Incoming Stock: The total quantity of items purchased but not fully received yet.
Available Stock: The total quantity of items in the stock except for the committed stock (Qty in Stock - Committed Stock = Available Stock).

Note: For customers who modified the workflow conditions to add custom conditions, the March 2023 enhancement could disrupt the flow.

This article guides such customers to transfer to the easier way of updating stock using this configuration page.

Following table describes the enhancements made to the Stock Management configuration page:

Field and Action	Existing Trigger with Inventory Add-on	With Stock Management Settings
Qty in Stock will Increase	Purchase Order Workflow	The purchase Order Status is Fully Delivered
	Receipt Note Workflow	When receipt Notes are marked as Received
	Sales Return Status changed to Accepted (this was hardcoded and not via workflow).	This will remain the same to be handled at the code level.
	If the existing Open Invoice is marked as canceled or the Invoice is deleted.	If Invoice creation is updating stock, then we cannot directly delete the Invoice. It will show a warning message(screenshot). The user needs to cancel it, which will update the stock back in Qty in Stock, and then the user can delete the record.
Qty in Stock will Decrease	Invoice Workflow	When an Invoice is created with any status other than Cancelled.
Qty in Stock will Decrease	Delivery Note Workflow	Here, if the admin makes changes in the stock management settings to "Delivery Note" is delivered (screenshot)then when the delivery note status is Delivered, it will reduce stock in the products.
Incoming Stock will Increase	NA (Incoming stock field is new)	A new Purchase order is created with the status New or Approved or any custom status, it will increase the Incoming stock.
Incoming Stock will Decrease	NA (Incoming stock field is new)	When existing open PO is marked as Fully received or Partially Received, then Incoming stock will be decreased.
Committed Stock will Increase	NA (Committed stock field is new)	When New Sales Order is created with the status New, Approved, or any other custom status, it will increase the Committed stock field.
Committed Stock will Decrease	NA (Committed stock field is new)	When an existing Open Sales Order's status changes to Fully Delivered or Partially Delivered, it reduces the committed stock field.

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