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Documentation Index

Fetch the complete documentation index at: https://mintlify.com/EdgarJr30/proyecto-de-grado-cms/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Stock Management provides real-time visibility into inventory quantities across all warehouses and bin locations. The system maintains three key quantity types: On-Hand, Reserved, and Available.

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Stock Quantity Types

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On-Hand Quantity

Physical stock present in the warehouse: 
On-Hand = Total physical inventory in location
  • Updated by posted inventory documents
  • Represents actual parts in storage
  • Cannot be negative (enforced by system)

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Reserved Quantity

Parts allocated to accepted work orders: 
Reserved = Parts committed to accepted tickets
  • Set when reserving parts for work orders
  • Prevents double-allocation
  • Released when parts are issued or unreserved

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Available Quantity

Parts available for consumption: 
Available = On-Hand - Reserved
  • True consumable inventory
  • Used for reorder calculations
  • Can be negative (over-reserved)
Always check Available quantity before issuing parts. On-Hand may include reserved stock not available for general use.

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Accessing Stock Views

The system provides two main stock views:

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Availability View

Location: Inventory > Disponibilidad (/inventory/availability) Shows: v_available_stock view Columns:
  • Part code and name
  • Warehouse code and name
  • On-Hand quantity
  • Reserved quantity
  • Available quantity (calculated)
Features:
  • Filter by warehouse
  • Search by part or warehouse name
  • Toggle “Only Available” (available_qty > 0)
  • Toggle “Only Reserved” (reserved_qty > 0)
  • Summary statistics (totals)

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Stock by Location View

Location: Inventory > Stock por ubicación (/inventory/stock-by-location) Shows: v_stock_by_location view Columns:
  • Part code and name
  • Warehouse
  • Bin location
  • Quantity on hand
  • Unit of measure
Features:
  • Filter by warehouse
  • Filter by bin
  • Search by part code/name
  • Drill-down to specific bins

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Service Functions

Access stock data programmatically: 
// Get available stock view
import { listAvailableStock } from '@/services/inventory';

const availableStock = await listAvailableStock(
  { warehouse_id: warehouseId },
  5000 // limit
);

// Result type: VAvailableStockRow[]
// Fields: part_id, part_code, part_name, warehouse_id,
//         warehouse_code, warehouse_name, on_hand_qty,
//         reserved_qty, available_qty

// Get stock on hand by part
import { getStockOnHandByPart } from '@/services/inventory';
const partStock = await getStockOnHandByPart(partId);

// Get stock on hand by warehouse
import { getStockOnHandByWarehouse } from '@/services/inventory';
const warehouseStock = await getStockOnHandByWarehouse(warehouseId);

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Stock Movements

Stock quantities change through posted inventory documents:
Increases On-Hand
Before: On-Hand = 10
Receipt: +5 parts
After: On-Hand = 15
  • Adds to destination bin
  • Does not affect reservations
  • Creates positive ledger entry

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Stock Reservations

Reserve parts for work orders to ensure availability:
1

Accept Work Order

Work order must be in ACCEPTED status to reserve parts.
2

Navigate to Reservations

Go to Inventory > Reservas por OT (/inventory/reservations).
3

Select Work Order

Choose from list of accepted work orders.
4

Add Part Request

Specify:
  • Part ID
  • Quantity needed
  • Warehouse/bin location
5

Reserve

System calls reserve_ticket_part RPC:
await inv().rpc('reserve_ticket_part', {
  p_ticket_id: ticketId,
  p_part_id: partId,
  p_warehouse_id: warehouseId,
  p_bin_id: binId,
  p_qty: quantity
});
6

Verify Reservation

Reserved quantity increases, available decreases:
Before: On-Hand = 20, Reserved = 5, Available = 15
Reserve 3: On-Hand = 20, Reserved = 8, Available = 12
Reservations do not physically move parts. They only allocate quantities to specific work orders.

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Stock Validation Rules

The system enforces these constraints:

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Issue/Transfer Validation

ISSUE and TRANSFER documents validate sufficient stock before posting.
Validation logic: 
IF quantity_to_issue > on_hand_qty THEN
  RAISE EXCEPTION 'Insufficient stock in bin %', bin_code;
END IF;
Error example: 
Insufficient stock: Trying to issue 10 but only 7 available
in warehouse WH-01, bin A-01-05

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Adjustment Validation

ADJUSTMENT quantities cannot be zero and cannot result in negative stock.
Validation logic: 
IF adjustment_qty = 0 THEN
  RAISE EXCEPTION 'Adjustment quantity cannot be zero';
END IF;

IF (current_qty + adjustment_qty) < 0 THEN
  RAISE EXCEPTION 'Adjustment would result in negative stock';
END IF;

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Cycle Counting Workflow

Regular physical inventory counts maintain accuracy:
1

Generate Count List

Export parts to count from stock by location view:
  • High-value parts
  • High-turnover items
  • ABC analysis categories
2

Perform Physical Count

Count actual parts in bins:
  • Verify part codes
  • Count quantities carefully
  • Note any discrepancies
  • Check for damage/obsolescence
3

Compare to System

Review system quantities:
  • On-Hand from v_stock_by_location
  • Note differences
  • Investigate large variances
4

Create Adjustment Documents

For each discrepancy:
  • Create ADJUSTMENT document
  • Set warehouse and bin
  • Enter adjustment quantity (+ or -)
  • Document reason in notes field
  • Post document
5

Review and Analyze

After adjustments:
  • Verify system matches physical
  • Analyze root causes
  • Implement corrective actions
  • Update procedures if needed

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Stock Alerts

The system generates alerts based on stock levels:

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Low Stock Alerts

When available_qty < min_stock_qty for a part:
  • Appears in reorder suggestions
  • Triggers procurement workflow
  • Considers reorder point if defined

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Negative Available

When available_qty < 0 (over-reserved):
Negative available quantity indicates more parts are reserved than physically on-hand. This can happen if:
  • Stock was consumed without unreserving
  • Adjustments reduced on-hand below reservations
  • Multiple reservations on same stock
Action: Review reservations and cancel or issue as appropriate.

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Zero On-Hand with Reservations

When on_hand_qty = 0 but reserved_qty > 0:
Ghost reservations exist without physical stock. Cancel these reservations or receive stock to fulfill them.

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Reporting

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Stock Valuation

Calculate total inventory value: 
SELECT 
  p.code,
  p.name,
  s.on_hand_qty,
  pc.unit_cost,
  (s.on_hand_qty * pc.unit_cost) AS total_value
FROM stock_on_hand s
JOIN parts p ON s.part_id = p.id
JOIN part_costs pc ON p.id = pc.part_id
WHERE s.on_hand_qty > 0
ORDER BY total_value DESC;

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Turnover Analysis

Identify slow-moving inventory: 
SELECT 
  p.code,
  p.name,
  s.on_hand_qty,
  COUNT(l.id) AS movement_count,
  MAX(l.created_at) AS last_movement
FROM stock_on_hand s
JOIN parts p ON s.part_id = p.id
LEFT JOIN inventory_ledger l ON s.part_id = l.part_id
  AND l.created_at > NOW() - INTERVAL '90 days'
WHERE s.on_hand_qty > 0
GROUP BY p.code, p.name, s.on_hand_qty
HAVING COUNT(l.id) = 0
ORDER BY s.on_hand_qty DESC;

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Best Practices

Regular Cycle Counts

Schedule periodic counts:
  • Critical parts: Monthly
  • High-value: Quarterly
  • Standard: Annually
  • Random samples: Weekly

Reserve Before Work

Always reserve parts for planned work:
  • Prevents shortages
  • Improves planning accuracy
  • Tracks true availability
  • Enables better procurement

Prompt Transaction Recording

Record movements immediately:
  • Don’t batch transactions
  • Use mobile devices for real-time entry
  • Verify bin locations during picks
  • Post documents same-day

Monitor Available Quantity

Focus on available, not on-hand:
  • Use availability view for decisions
  • Consider reservations in planning
  • Alert on low available (not just on-hand)
  • Review over-reserved situations

Documents

Process receipts, issues, and adjustments

Reservations

Manage work order part reservations

Reorder Policies

Automate reorder based on stock levels

Warehouses

Organize stock in locations

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