Warehouse and materials management

Octoflex ERP

Warehouse & materials management


With the Octoflex module for stock and materials management, automatic inventory management of production and purchase items is possible.

 Inventory management includes the management of batch and serial numbers for the articles. The following modules are available to the user in the warehouse and materials management module:

  • Article, overview and administration of article master data of articles
  • stock bookings: Overview of all stock bookings
  • Goods receipt:
  • History of goods receipts
  • Overview of individual article stocks

Warehouse & Mterials Management

Module blocks


  • The overview of master items in the Inventory and Materials Management module is similar to that of the Sales and Purchasing modules, but with specific database columns for inventory management. The article mask and the editing are the same. Through the module stock and materials management the user has the choice to mark articles as stock items and to maintain the necessary and specific information under a tab for stock management.

    • Storage unit
    • Storage place and location
    • Stock valuation method and stock valuation price
    • Minimum and reorder points
    • Order quantity and replenishment time

    Furthermore, the user can mark the article as batch or serial number article. This means that the batch or serial number is queried or taken into account when making stock bookings.

    In a second area of the mask, the user can, if desired, have the stock level displayed individually in stocks at different existing storage locations and batch numbers.

  • All stock movements of the inventory-managed articles are documented in the overview of the stock entries. The listing can be adjusted using the following filter options:

    • Booking type
    • Article
    • Storage location

    By this filtering or the further restriction via the search fields in the database columns, article movements and stocks can be displayed in an easily comprehensible way for the user.

    The log lists the booking type, the user, the time of the booking, the batch or serial number and the stocks before and after the booking.

  • This overview lists the incompletely delivered orders from the purchasing module. The list can be limited by filtering by supplier. In addition, the user can use search fields in the database columns to search, for example, for the order number, the commission, the external document number and/or the delivery date.

    The user can make goods receipt postings for these orders directly from this overview. Depending on the characteristics of the order items, the stock levels of inventory-managed items are updated and/or batch and serial numbers are requested by the operator for posting when the goods receipt is entered.

  • This overview shows the incompletely delivered articles from the orders from the Purchasing module. The user can post the goods receipt individually for each article.

    The list can be limited by filtering by supplier. It is also possible to search the database columns using the search fields, e.g. by article number, material, dimension and/or delivery date.

    The user can make goods receipt postings for articles directly from this overview. Depending on the setting of the order items, the stock levels of the inventory-managed items are updated when the goods receipt is entered. In the case of batch or serial number articles, the software requests this  information from the operator before the booking is made.

  • Here the user gets an overview of the posted goods receipts. The list can be restricted using the following two filter options:

    • Supplier
    • Order status: Completed, delivered, outstanding, undelivered.
  • In the overview of the individual stocks, the articles are displayed in a list, separated by storage locations and batches. A restriction can be made using the following filter options:

    • Stock: negative stock, positive stock and/or no stock
    • Storage location
    • Customers

Additional modules

Contact

Octoflex Software GmbH
Maschweg 80
49324 Melle
Germany