How to create a stock unit

Set up storage informations for an item

Published on 02/10/2022Hind Andaloussi

What is a stock unit?

To follow the stock status with melba, you have to define the units in which the different products are stored.

Stock units can correspond to:

  • Per unit purchase of an item
    When the product is stored in its purchase packaging
    Ex. A box of chicken fillets that will be stored in a cold room
  • To the reference unit of the purchase unit (or other lower unit)
    When the initial purchase format of the product is unpacked to distribute it to different storage areas
    E.g. chicken fillets that are will store in a refrigerator
  • To a personalized unit
    When repackaging or transforming a product
    Ex. a tupperware of 6 chicken fillets cut into cubes that will be stored in the refrigerated kitchen table
  • To a unit of weight
    Ex. 2 kg of chicken
  • By the unit of sale of a product, article or recipe
    When the product (often processed) is stored in its sales packaging

How to create a stock unit?

In the record of an item, to indicate the stock units, click on Add a stock unit :

  1. Enter the quantities in the corresponding fields:
    - The quantity in stock (at the time of entry)
    - The minimum quantity (or safety stock to avoid shortages)
    - The target quantity (or buffer stock to ensure production and to compensate for contingencies )
  2. Select storage unit
  3. Select storage area
  4. Select the reference purchasing unit > To value the cost of the total stock
  5. Select the reference sales unit > To value the turnover corresponding to the total stock
  6. Validate by clicking on the  Add button
  • To save a few clicks, when creating an article, a stock unit is automatically created by weight or volume depending on the type of article. All that remains is to configure it.
  • It is possible to configure the different quantities directly in the item stock or recipe views.
  • In these same stock views, each of the units can be edited by clicking on the row context menu.