Creating and editing a stock

Under the Warehouses menu item, you can add warehouses to keep stock records at the origin and/or destination.

Creating

You can add a stock under the Stocks menu item by clicking on the "Create stock" button.

Fill fields: 

• Name (required)

Name can be added in a free form. Start with a capital letter.

• Parent stock

You can create a hierarchy by selecting the parent stock and creating a substock. If the parent stock has a substock, an arrow icon will appear next to the name and all substocks will be visible under the parent stock.

• Contents owner

If your company's contents are in the stock, please add your company name here. If your stock contains contents from another company, enter the owner of contents name here. This will give the contents owner the right to view their stock and stock entries in Waybiller.

• Origin

Origins are the contents owner's origins. Origin must be assigned to the stock if there are outward movements (outgoing amounts) from the stock. 

NOTE: If at least one warehouse is attached to the origin, it is mandatory to select a stock when creating a transport order from this origin.

• Destination

In order for the stock to have inward movements (incoming amounts), a destination must be set for the stock. Destinations are the contents owner's destinations. If a destination is added to the stock, it is mandatory to add the stock on the waybill.

• Assortment

Assigning an assortment (assortments) to a stock restricts the entries/withdrawals of other assortments to/from that stock. One stock can contain multiple assortments. 

• Maximum capacity (m3)

You can set a maximum capacity for the warehouse and monitor the stock level accordingly. The available balance of the stock is displayed on the waybill when assigning the stock and in the list of stocks. The stock capacity must be specified in cubic metres.

Please forward the average capacity of the assortment (t/m3) to support@waybiller.com. 

• Formulas

A formula can be selected for a stock. Formulas are used when the amount to be added to a stock needs to be calculated on the basis of certain data (e.g. when drying grain, the moisture and trash contents are deducted according to the results of analyses). When a formula is added to a stock, a corresponding icon is displayed in the stocks view.

• Checkboxes:
  • Automatically select this stock based on assortments - select if you want the stock to be automatically assigned on a waybill, which has the selected assortment.
  • Active (selected by default)

By using the button "Create transport order" you can add a transport order directly from the stock. 

Filters

It is possible to search for a specific stock using the search boxes.

Under "More Filters" you will find additional fields:

Multiple assortments can be added to the assortment filter at the same time.

NOTE: The summary of the assortments and amounts currently in stocks are displayed below the list of stocks in the Stocks menu. 

Editing

To edit a stock, click the "Edit" button next to the stock in the Stocks menu.

The same view as when adding a stock will open and you can make the necessary changes.

Deactivate

To deactivate a stock, click the "Deactivate" button next to the stock in the Stocks menu.

If a stock is set to inactive, it can no longer be used on transport orders and waybills.

Inactive stocks are visible in the Inactive column of the Stocks menu. To reactivate a stock, click on the "Activate" button.