{"id":24327,"date":"2024-06-12T13:31:33","date_gmt":"2024-06-12T11:31:33","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/"},"modified":"2024-06-12T13:31:39","modified_gmt":"2024-06-12T11:31:39","slug":"loading-of-stock","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/","title":{"rendered":"Loading of stock"},"content":{"rendered":"\n<p>Stock replenishment report. Gives information on all items that are below minimum quantities and need restocking. As a result of working with the report, a stock request is generated.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png\" alt=\"\" class=\"wp-image-19847\"\/><\/figure>\n\n<p>On the screen you see Heather (1), Filter (2) and Score (3). In the Header you see the <span class=\"btn icon-plus-circled\">Request<\/span> button. To create a request, you must have selected a warehouse in the filter.  <\/p>\n\n<p>The filter allows you to search:<\/p>\n\n<ul><li>From date\/to date &#8211; period for expenditure on warehouse(s);<\/li><li>Company &#8211; by company, mandatory choice;<\/li><li>Warehouse &#8211; by warehouse;<\/li><li>Groups &#8211; by item group;<\/li><li>Brand &#8211; by brand of the item;<\/li><li>Search &#8211; combined text field for searching an item by code, name, description, brand and item group;<\/li><li>With required quantity only &#8211; the result shows only the items for which the required quantity is greater than 0.<\/li><\/ul>\n\n<p>The result is a list that consists of all items that match the conditions of the report and the filter used with the following information:<\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Column<\/td><td>Description<\/td><\/tr><tr><td>Code<\/td><td>Item code<\/td><\/tr><tr><td>Name<\/td><td>Item name<\/td><\/tr><tr><td>Brand<\/td><td>Brand of the item<\/td><\/tr><tr><td>Measure<\/td><td>Measure of the item<\/td><\/tr><tr><td>Expenditure in the period  <\/td><td>Quantities of expenditure in the period<br\/>*If you have selected a warehouse, this field will also show warehouse locations<\/td><\/tr><tr><td>Quantity<\/td><td>Available quantity of the item in all warehouses  <br\/>* quantity for selected warehouse<\/td><\/tr><tr><td>Quantity in stock for refuelling*<\/td><td>*This column reappears only when you have selected stock in the filter<\/td><\/tr><tr><td>Minimum quantity<\/td><td>Sum of minimum quantities for all warehouses  <br\/>  * minimum for selected warehouse  <\/td><\/tr><tr><td>Optimal quantity<\/td><td>Sum of optimum quantities for all warehouses  <br\/>  * optimal for the selected warehouse  <\/td><\/tr><tr><td>Coming out<\/td><td>  Sum of unconfirmed quantities on Sales and Work Orders\/Materials<br\/>  * the sum of the unconfirmed quantities by Expeditions (excluding rentals) for the selected warehouse<\/td><\/tr><tr><td>Entering<\/td><td>  Amount of unconfirmed quantities on Orders and Work Orders\/Products<br\/>  * the sum of the unconfirmed Delivery quantities (excluding rentals) for the selected warehouse<\/td><\/tr><tr><td>Retrieved from<\/td><td>  Sum of unconfirmed quantities for all Requests<br\/>  * the sum of unconfirmed quantities on Orders from the selected warehouse  <\/td><\/tr><tr><td>Required quantity<\/td><td>  NC = Optimal &#8211; Available &#8211; In &#8211; Requested + Out<br\/>Displays a value only if the quantity available is less than or equal to the minimum quantity.<\/td><\/tr><tr><td>For request<\/td><td>Quantity that you enter manually and will be requested<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>You can perform the following actions on the search result list:<\/p>\n\n<ul><li>Editing of quantities for request.<\/li><\/ul>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>In a multi-company system, the &#8220;Exclude intercompany sales&#8221; checkbox appears in the report. Checking it removes the calculation of sales in the &#8220;Sales in period&#8221; and &#8220;Expenditure in period&#8221; fields.<\/p><\/blockquote>\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Stock replenishment report. Gives information on all items that are below minimum quantities and need restocking. As a result of working with the report, a stock request is generated. On the screen you see Heather (1), Filter (2) and Score (3). In the Header you see the Request button. To create a request, you must [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23597,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Loading of stock - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Loading of stock - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Stock replenishment report. Gives information on all items that are below minimum quantities and need restocking. As a result of working with the report, a stock request is generated. On the screen you see Heather (1), Filter (2) and Score (3). In the Header you see the Request button. To create a request, you must [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/\" \/>\n<meta property=\"og:site_name\" content=\"PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/primioerp\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-12T11:31:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/\",\"url\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/\",\"name\":\"Loading of stock - PRIM.IO RESOURCE CENTRE\",\"isPartOf\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png\",\"datePublished\":\"2024-06-12T11:31:33+00:00\",\"dateModified\":\"2024-06-12T11:31:39+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#primaryimage\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Prim.IO Resource Centre\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Modules\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Warehouse and Logistics\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"References Warehouse and Logistics\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Loading of stock\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.prim.io\/en\/#website\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"name\":\"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.prim.io\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\",\"name\":\"PRIM.IO\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"width\":512,\"height\":512,\"caption\":\"PRIM.IO\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/primioerp\",\"https:\/\/www.linkedin.com\/showcase\/primioerp\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Loading of stock - PRIM.IO RESOURCE CENTRE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/","og_locale":"en_US","og_type":"article","og_title":"Loading of stock - PRIM.IO RESOURCE CENTRE","og_description":"Stock replenishment report. Gives information on all items that are below minimum quantities and need restocking. As a result of working with the report, a stock request is generated. On the screen you see Heather (1), Filter (2) and Score (3). In the Header you see the Request button. To create a request, you must [&hellip;]","og_url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/","og_site_name":"PRIM.IO RESOURCE CENTRE","article_publisher":"https:\/\/www.facebook.com\/primioerp","article_modified_time":"2024-06-12T11:31:39+00:00","og_image":[{"url":"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/","url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/","name":"Loading of stock - PRIM.IO RESOURCE CENTRE","isPartOf":{"@id":"https:\/\/docs.prim.io\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#primaryimage"},"image":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#primaryimage"},"thumbnailUrl":"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png","datePublished":"2024-06-12T11:31:33+00:00","dateModified":"2024-06-12T11:31:39+00:00","breadcrumb":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#primaryimage","url":"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2021\/08\/&#x437;&#x430;&#x440;&#x435;&#x436;&#x434;&#x430;&#x43D;&#x435;-&#x43D;&#x430;-&#x441;&#x43A;&#x43B;&#x430;&#x434;.png"},{"@type":"BreadcrumbList","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/loading-of-stock\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":2,"name":"Prim.IO Resource Centre","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":3,"name":"Modules","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/"},{"@type":"ListItem","position":4,"name":"Warehouse and Logistics","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/"},{"@type":"ListItem","position":5,"name":"References Warehouse and Logistics","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/warehouse-and-logistics\/references-warehouse-and-logistics\/"},{"@type":"ListItem","position":6,"name":"Loading of stock"}]},{"@type":"WebSite","@id":"https:\/\/docs.prim.io\/en\/#website","url":"https:\/\/docs.prim.io\/en\/","name":"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO","description":"","publisher":{"@id":"https:\/\/docs.prim.io\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.prim.io\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.prim.io\/en\/#organization","name":"PRIM.IO","url":"https:\/\/docs.prim.io\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/","url":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","width":512,"height":512,"caption":"PRIM.IO"},"image":{"@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/primioerp","https:\/\/www.linkedin.com\/showcase\/primioerp"]}]}},"_links":{"self":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24327"}],"collection":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/comments?post=24327"}],"version-history":[{"count":1,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24327\/revisions"}],"predecessor-version":[{"id":24328,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24327\/revisions\/24328"}],"up":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23597"}],"wp:attachment":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/media?parent=24327"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}