Overview
Stock that is allowed to go negative can hide errors, while a hard block stops sales that are really possible. This module controls negative stock per company, product, product category and location. Settings choose the control mode, check at sales confirmation, protect reserved quantities and warn on quotations. It plugs into Sales and Inventory and blocks or warns before stock moves post. The main benefit is accurate stock without stopping legitimate work.
Usage steps
- 1
Choose the control mode
In Inventory settings choose the negative stock control mode for the company.
- Control mode
- Per company
- 2
Allow per product or category
On a product or product category tick allow negative stock for the exceptions that need it.
- Product flag
- Category flag
- 3
Allow per location
On a stock location tick allow negative stock, for example for transit or virtual locations.
- Location flag
- Applies by usage
- 4
Check at sales confirmation
When enabled, confirming a sales order checks available stock and stops or warns if it would go negative.
- Sale confirm check
- Clear message
- 5
Protect reserved quantities
Enable protection so quantities reserved for other orders cannot be consumed by another move.
- Reserved protection
- Applies to moves
- 6
Warn on quotations
Enable a warning on quotations so sales staff see shortages early before confirming.
- Quotation warning
- Early visibility
Screens
Illustrative mockups with placeholder data.
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Added by this module
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Added by this module
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Added by this module
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Added by this module
Roles
| Role |
|---|
| Stock manager |
| Sales user |
| Administrator |
Dependencies
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