Stock Control

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Development Project Status: Under Discussion

Due date for completion of this stage: 
04/12/2017
Release: 
Future
Project funding: 

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Project description: 

Medication and Merchandise products may be linked to Stock Locations to manage stock, and stock ordering.

Each product-stock location relationship may have an:

  • Ideal Qty - the ideal stock level - the ordering system can reorder stock to get back to this level
  • Critical Qty - the critical stock level - the ordering system can reorder if the in-stock quantity drops below this level

At present, the Ideal Qty and Critical Qty can only be edited per-product. To simplify this, a new 'Stock Control' workspace will be added to Products

This will:

  • provide filters to restrict the products to display
  • display a table displaying the matching products with their ideal and critical quantities
  • provide support to batch edit ideal and critical quantities
  • copy ideal and critical quantities from one location to another

Editing, and copying support will be restricted to users with a new Stock Control classification.

Product Filters

Filters will be provided for:

  • Stock Location - defaults to the current stock location
  • Type - Medication, Merchandise, or All. Defaults to All
  • Product Type - defaults to All
  • Name - product name

Product Table

The product table will display:

  • Name - the product name
  • Type - one of Medication or Merchandise
  • Ideal Qty - the ideal quantity at the stock location
  • Critical Qty - the critical quantity at the stock location

Editing

An Edit button will be provided for users with Stock Control classification. This will display a window with a table containing the products as above.
The Ideal Qty and Critical Qty columns will be editable.

An:

  • Apply button will save changes
  • OK button will save changes, and close the window
  • Cancel button will discard changes, and close the window

Update All

An Update All button will be provided for users with Stock Control classification. This will display a window to update all ideal and critical quantities for products matching the query.

It will prompt for the ideal and critical quantities, and display a confirmation before applying the update.

Copy

A Copy button will be provided for users with Stock Control classification. This will display a window to copy the current ideal and critical quantities to one or more other stock locations.

If a selected stock location doesn't have a stock relationship with that being copied, it will be skipped.

Archetype changes

The existing entityLink.productStockLocation archetype allows editing of the idealQty, criticalQty and quantity nodes.

These will be made read-only. The idealQty and criticalQty will only be able to be modified via the Stock Control workspace, by users with Stock Control classification.

The quantity will only be able to be modified by creating a Stock Adjustment or Stock Transfer.

 

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