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📦 Stock Submission

🚧 Warehouse Customizations

Warehouse Doctype Customisations

🔄 Operation Type

Operation Type Doctype Customisations

📋 Process Overview

Stock Submission Screenshot

Stock-related transactions such as Stock Entries and Sales Invoices are tracked through Stock Ledger Entries (SLE) and submitted to eTims for compliance and reporting. This process is automated using a background job, with frequency and settings configurable in the eTims Settings.

Stock submissions are categorized into two primary processes: Stock Adjustment and Stock Operations. Each process follows a specific request flow to ensure accurate tracking, validation, and submission to eTims.

📑 Types of Requests

1️⃣ Stock Adjustment

Stock Adjustments handle inventory changes due to Opening Stock and Stock Reconciliation in ERPNext.

Doctypes/Scenarios for Adjustment

  • Opening Stock → Initial stock setup for new items and opening stock Stock Entry.
  • Stock Reconciliation Doctype

Mapping to Locations

  • Location → Uses the default warehouse set in the system settings.

2️⃣ Stock Operation

Stock Operation Types & Mapping

ERPNext Doctype Operation Type Description
Purchase Receipt / Purchase Invoice (update stock) Incoming Stock received from supplier, incl. taxes.
Stock Entry (Material Receipt) Incoming Stock received directly into inventory.
Stock Entry (Manufacture – Finished Product) Outgoing/Incoming Outgoing = finished product, Incoming = raw materials consumed.
Stock Entry (Repack – Finished Product) Outgoing/Incoming Outgoing = raw materials, Incoming = finished product.
Stock Entry (Transfer – Incoming) Incoming Positive stock movement during warehouse transfer.
Sales Return (Cancelled Delivery Note) / Credit Note (update stock) Incoming Stock returned by customers, incl. taxes.
Delivery Note / Sales Invoice (update stock) Outgoing Stock delivered to customers, incl. taxes.
Stock Entry (Material Issue) Outgoing Stock issued for internal use or projects.
Stock Entry (Transfer – Outgoing) Outgoing Negative stock movement during warehouse transfer.
Purchase Return / Debit Note (update stock) Outgoing Returned stock to suppliers, incl. taxes.
Stock Entry (Repack – Raw Materials) Outgoing Raw materials used for repacking.
Stock Entry (Manufacture – Raw Materials) Outgoing Raw materials consumed in manufacturing.
Stock Entry (Send to Subcontractor) Outgoing Stock sent to subcontractor for processing.
Asset Repair (Stock Consumed During Repair) Outgoing Materials used in asset repair.

Mapping Logic for ERPNext & Slade Locations

  1. Incoming Transactions

    • Source → Supplier (Slade)
    • Destination → Default warehouse (from eTims settings)

  2. Outgoing Transactions

    • Source → Default warehouse (from eTims settings)
    • Destination → Customer (Slade)

🔄 Stock Operation Submission Process

  1. Create Operation

    • Use StockIOSaveReq for inventory operations.
    • Use StockMasterSaveReq for inventory adjustments.

  2. Operation Line

    • Use StockIOLineReq for inventory operations.
    • Use StockMasterLineReq for inventory adjustments.

  3. Process Request

    • Use StockOperationTransitionReq for inventory operations.
    • Use StockAdjustmentTransitionReq for inventory adjustments.