1 Global vision

The Axional POS module allows the creation and monitoring of movements between warehouses and stores. As mentioned in the previous sections, each store is assigned to a warehouse, and a warehouse can have multiple stores associated with it.

The movements allow the exchange of goods between warehouses, as well as the adjustment of the warehouse, and they are essential to maintain good control.

This module allows a series of preset circuits, which are separated into dynamic movements and static movements. Dynamic movements transport goods from one warehouse to another, while static movements adjust the stock in a warehouse through various processes.

Dynamic movements consist of TRANSPORTS while static movements are of ADJUSTMENT, RECOUNT and INVENTORY mode. The differences between them will be explained later.

All movements are generated either in the ERP (automatic) or in situ in the store (manuals), so the resulting movement scheme is summarized in the following table.

Movement scheme
Automatic Manual
Dynamic Transport Transport
Static Recount, Inventory Adjustment
 

2 Movements modes

2.1 Transport

The transports are the movements between the warehouse and store or between two stores. These movements have an origin and a destination, which can either be a store or a warehouse. Even so, it should be noted that at least one (origin or destination) must be a store, since the warehouse-warehouse movement is not allowed.

As mentioned above, the movements can be automatic or manual. These two modes present differences with respect to the origin/destination of the transport, as well as the different states of the movement, which will be explained in later sections.

Taking into account both modes (automatic and manual), together with the possible origin/destination combinations, there are these combinations:

Transport schemes

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Possible transport combinations
Possible transport
Origin Destination Description
Automatic Store Store Movement generated from ERP Goods are shipped from one store to another store
Store Warehouse Goods are shipped from a store to a warehouse
Warehouse Store Goods are shipped from a warehouse to a store
Manual Own store Foreign store Movement generated from a store Goods are shipped from the own store to a foreign store
Foreign store Own store Goods are shipped from a store outside of the own store
Own store Warehouse Goods are shipped from the own store to a warehouse

In this way, the movements generated in transport mode must always respect these parameters. Otherwise, the movement cannot be generated. Note that the manual movement with a foreign warehouse as an origin and the own store as a destination is not allowed; nor it is allowed the generation of manual transports between stores that are not own store.

2.2 Recounts and inventory

A recount is a type of automatic movement, in which the ERP communicates to a store that it must count certain merchandise, reporting the amount that the store should have at that time. An inventory is a type of movement similar to the recount, with the difference that the ERP does not report the quantity that the store should have of that merchandise.

In these movement modes, the only location reported must be the origin store, which is the store where to perform the recount/inventory. Thus, the inventory and counts scheme is displayed in the following graph and table.

Schema of stock counts and inventories

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Possible combinations of recounts and inventories
Possible recounts and inventories
Origin Destination Description
Automatic Recount Store Store Warehouse (Automatic) Movement generated from ERP The store is requested to count one or more products, reporting the quantity that this store should have in stock of this product (guided).
Inventory Store Store Warehouse (Automatic) The store is requested to count one or more products, without reporting the quantity that this store should have in stock of this product (blind).

2.3 Adjustments

Adjustments are movements analogous to an inventory , but performed manually in a store. Therefore, they are movements that have the objective of adjusting the stock of some product in a particular store.

These movements can only be generated from the front, and the ERP cannot modify them in any case. As with recounts and inventories, the only location reported must be the store of origin, which is automatically reported when opening a movement in this way from the front.

The scheme of settings, which is simpler than transport scheme or recounts and inventories, is displayed in the following table.

Possible combinations of settings
Possible settings
Origin Destination Description
Manual Adjustment Own store Store Warehouse (Automatic) Movement generated from a store The store adjusts the stock of one or more of its products.
 

3 Movement states

To determine in which phase is a movement, 6 different states have been defined, which allow the user to modify different characteristics of the movement.

  • Pending: the movement is still being generated and has not reached any store to start loading/counting the merchandise.
  • Picking up: the movement is in the first shipping phase, in which the store that sends the merchandise is loading the products.
  • Confirming: the movement is in the last collected phase, in which the store that receives the merchandise is counting the products.
  • Finished: the movement has been successfully completed without being canceled.
  • Processed: some movements, such as recounts and inventories, must be processed by the ERP to be considered fully completed.
  • Canceled: the movement has been canceled by one of the intermediaries.

Each movement mode seen previously follows a succession of these states, and can be canceled at any time by a user. The four main states: pending, collecting, confirming and finished belong to the 'natural' sequence of a movement. Still, not all movements go through these 4 states, skipping any of these if necessary. It should be noted that the chain of states is not reversible. In other words, a movement can never go from confirmed to collecting, or from finished to confirming.

In the following table we can see the modes of movements with their possible states:

States according to movement mode
Pending Collecting Confirming Finished Processed Canceled
Automatic Transport from Store 1 to Store 2
Transport from Store 1 to Warehouse 2
Transport from Warehouse 1 to Store 2
Store Count 1
Store Inventory 1
Manual from Store 1 Transport from Store 1 to Store 2
Transport from Store 2 to Store 1
Transport from Store 1 to Warehouse 2
Store Setting 1
Description of the states
Color Description
Mandatory status for movement
Status prohibited for movement
Optional status for movement

4 Movement line: quantity, quantity shipped and quantity confirmed

The movements (header) have, in turn, movement lines (lines), which contain the information of which products are being transported or counted in that movement.

Thus, a movement can contain as many lines as desired, bearing in mind that these lines share all the information in the header, as explained above. The information that a line contains can be seen in the section Parametrization.

However, the quantity fields (quantity, quantity shipped and quantity confirmed) deserve a detailed treatment. These fields will be informed in the course of the movement, in the different states through which it passes. These quantities are closely related to the states of movement, so that in each state only one of them (if any) can be edited. The relationship with the states is as follows:

  • Pending → Quantity
  • Collecting → Quantity shipped
  • Confirming → Quantity confirmed

The quantity refers to the quantity that is wished that the 'sender' sends to the recipient.

The quantity shipped refers to the actual quantity that the 'sender' sends to the recipient.

The quantity confirmed refers to the actual quantity that the recipient confirms has reached the destination.

These three quantities may not coincide for various reasons (insufficient stock, part of the order lost, etc.), so that the user is allowed total flexibility to be able to modify the quantity of merchandise in each state. In addition, a section on Movement Analysis has been provided, for a better analysis of the quantities in each movement (see section ANALYTICS).

To better visualize how quantities vary in different states, see the table below.

Modifiable quantities according to movement status
Pending Collecting Confirming Finished Processed Canceled
Automatic Transport from Store 1 to Store 2
Transport from Store 1 to Warehouse 2
Transport from Warehouse 1 to Store 2
Store Recount 1 Only modifiable from ERP
Store Inventory 1 Only modifiable from ERP
Manual from Store 1 Transportation from Store 1 to Store 2
Transportation from Store 2 to Store 1
Transportation from Store 1 to Warehouse 2 The shipped quantity is automatically copied into the quantity confirmed field.
Ajuste Tienda 1 The quantity is automatically copied into the quantity confirmed field.
Description of the states
Color Description
Quantity
Quantity shipped
Quantity confirmed
No quantity

Note that the quantity will be modified only by the user (ERP, sender and recipient) for whom the movement is open.

From the front, the open movements will appear in the 'Open' tab, while from the ERP, the only open movements are the AUTOMATIC movements in the Pending state, and Recounts and Inventories in the Finished state. To know for whom the movement is open, see section USER GUIDE.