Management¶
This section covers stock management, including importing new items, withdrawing used items, and tracking import history.
It provides step-by-step instructions for each process to help you maintain an organized inventory.
Import view, with 3 options available (import file, create new list and download template).¶
Stock import¶
As seen in the image before, there are 3 options available on the stocks import. They are better explained below:
Download template and Import from a file:
In order to import a file (first button), you need to download a template (third button).
Then you can fill the information about the items and import them (using the first button).
Here is all the steps needed:
Download the template (csv UTF8 encoded format per default).
Fill it with your delivery items with your table editor.
Import the csv file in Laby.
Check the informations and proceed to correction if needed.
Import your list.
Note
Import from new list:
There is also an option to add information about delivery items manually, without going to another editor.
For that you need to click on import from new list (second button) and follow the steps presented here:
Create a new list.
Fill it with your delivery items.
Check the informations and proceed to correction if needed.
Import your list.
Use the option “Add products” to speed-up the products selection.
Add product highlighted in the import from new list view.¶
Select the products you want to add in your list.
Selection of products to add into the list.¶
Fill the items’s information.
You can edit the quantity, the batch, the supplier, and the location of the items.
List updated with the products selected.¶
Important
Laby requires the following mandatory information:
Family (auto-retrieved from product reference if it exists)
Product Name (unique)
Product Code (unique)
Provider (auto-retrieved from product reference if it exists)
Batch code
Number of items
Quantity per item
Unit (must match the product reference unit family)
For batch information, you can either select an existing batch (right-click) or create a new one (double-click).
For location information, double-click to select the location of the items in the hierarchy.
Selection of the location¶
Tip
For box storage, Laby automatically assigns items to boxes. You can specify the position within a box using the “position in box” column.
Here is an example of a list filled with the both mandatory and optionnal information.
List of item import filled¶
Optionally, you can print one or more item labels to achieve the highest level of traceability.
Selection of labels to be printed.¶
Here is a example of rendering of the labels to be printed.
More details here: labels printing.
Labels ready to be printed¶
Stocks withdrawal¶
You can withdraw several items from several Products/batches in a single window. To do that you just need to:
Open the “withdrawal” window.
Add items.
Modify the quantity to withdraw if needed (a checked box means that the item will be completely removed from the inventory).
Click on “Withdraw from stocks” button.
View of the stocks withdrawal screen.¶
Imports history¶
You can also check all the imports made so far:
Import history view.¶