This help article was translated using AI and may contain inaccuracies. If you are unsure about any information, please refer to the original version in French for accuracy.
A sub-inventory is an inventory by storage area. Storage areas only serve as a filter on the product list and can facilitate your inventories.
A product can have multiple storage areas but this same product will only have a single and unique stock per site. There will be no stock of this product by storage area.
If a product is counted in a storage area it must be counted in all areas where it is present.
In a sub-inventory, no valuation or theoretical quantity is calculated. You only have the product and its counted quantity.
However, you can consolidate your sub-inventories and have the calculation of theoretical quantities, valuation, actual amount, and loss amount. A consolidated inventory is the sum of the related sub-inventories, it corresponds to the final inventory.
The advantage of a consolidated inventory is that you keep the details of your storage areas in your sub-inventories.
⚠️ Attention, during the entire duration of your inventories, there should be no stock movements (order receipts, sales) so that the stock is not skewed because the inventory date will not match what was counted.
To create a new inventory by area, in the menu on the left in the "Stock Management" section >"Inventories", click on "New inventory".
Choose the site and select "Sub-inventory" as the "Type" of inventory.
Then select the relevant storage area.
Once you have saved them, click again on "New inventory".
Select "Consolidated" as the "Type" of inventory.
Select the relevant sub-inventories and click on "Consolidate".
It is possible to modify the sub-inventories and once saved this will automatically update the consolidated inventory.
⚠️ Attention, there is a small waiting time for the update to be taken into account.
Related articles:
- How storage areas work
- Perform an inventory