Inventory

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[[Image:finestragestionemagazzinoarticoli.png|thumb|right|500px|Il quadro di gestione del magazzino]]
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[[Image:finestragestionemagazzinoarticoli.png|thumb|right|500px|The inventory management window]]
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{{NB|To access this pane in Opera Job Management: from the ''Inventory'' menu, select the button ''Stock items''}}
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{{NB|To access this window in Opera Job Management: from the ''Inventory'' menu, select the ''Inventory management'' button.}}
   
   
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Opera's Item Inventory Management allows for inventory of material, control of quantities and inventories, minimum stock, committed and ordered bars, and generates a code for reusable chunks. It also allows you to keep a list of documents and a history of the operations that affected it.
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The Opera Job Management item inventory management allows you to inventory materials, control quantities and stock levels, minimum stock, committed and ordered bars, and generate a code for reusable leftovers. It also allows you to keep the list of documents and the history of the operations that have affected them.
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__TOC__
__TOC__
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== Section 1: The filter fields ==
 
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In the following section we find the usual filters for searching and viewing articles.
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== Section 1: Filter fields ==
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[[File:chiavi di ricerca.png|border|500 px]]
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[[File:chiavi di ricerca3.png|800 px]]
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[[File:chiavi di ricerca2.png|border|500 px]]
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In this section there are the usual search and display filters for items, which allow easier consultation of the items in stock:
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In the section above are the new filters for searching and viewing items.
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*'''Type''' [[File:tastomenutendina.png]]: from the associated menu, items can be filtered by ''Profiles, Accessories, Other, Profile leftovers NO leftovers, Leftovers by ID, Leftovers managed in saw machine, Leftovers managed locally, By ID''.
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*'''Stato'''[[File:tastomenutendina.png]]: items are filtered according to the order chosen from the matched menu.
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*'''System''' [[File:tastomenutendina.png]]: allows you to select the items of a single system.
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[[File:menustatomagazzino.png]]
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*'''Series''' [[File:tastomenutendina.png]]: allows you to select the items of a single series.
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*'''Mov. dopo il  / Mov. prima del''': These are filters that select items recorded in stock within the reported period.
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*'''Quantità ''' [[File:tastomenutendina.png]]: Again it is possible to display the ordered based on the parameters chosen from the menu. The parameter '''All''' displays materials from the whole list in stock without distinction. '''Quantity>0''' lists only materials whose quantities are greater than zero. '''Negative''' lists materials whose quantities are below zero. '''Empty''' shows records with no movements.
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*'''Int. color''' [[File:tastoc.png]]: allows you to select items by internal color.
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*'''Ext. color''' [[File:tastoc.png]]: allows you to select items by external color.
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== Section 2: the action keys ==
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*'''Use''' [[File:tastomenutendina.png]]: allows you to select items by use.
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*[[File:tastopiu.png]][[File:tastomeno.png]][[File:tastodiverso.png]][[File:tastouguale.png]]: Usual keys for ''entering,'' ''deleting,'' ''editing,'' and ''duplicating'' a record.
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*'''Key''' [[File:tastomenutendina.png]]: allows you to select the items to which a search key has been matched.
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*[[File:tastomovimentazione.png]]: this button allows the stock movement panel of the selected item to be opened.
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*'''Status'''[[File:tastomenutendina.png]]: items are filtered according to the order selected from the associated menu (''Below minimum stock, Committed, Order'').
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*[[File:tastostampa2.png]]: Pressing this button allows you to either print the inventory with the euro values of the stock material totals (''Valued''), or print the item with the storage location (''Position'').
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*'''Mov. after / Mov. before''': these are filters that select the items registered in inventory within the indicated period.
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[[File:stampa.png|border| 500px]]
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*'''Quantity ''' [[File:tastomenutendina.png]]: also in this case, it is possible to display the ordered items based on the parameters selected from the menu. The '''All''' parameter displays the materials of the entire stock list without distinction. '''Quantity>0''' lists only the materials whose quantities are greater than zero. '''Negative''' shows the materials whose quantities are below zero. '''Empty''' shows records without movements.
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An additional printout concerns the list of items loaded into the warehouse useful for inventory (''List for Inventory'').
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*'''Supplier''' [[File:tastoc.png]]: allows you to select items by supplier.
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*'''Physical warehouse''' [[File:tastoc.png]]: allows you to select items by [[Physical warehouses management|physical warehouse]].
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*'''Position key''' [[File:tastoc.png]]: allows you to select the items to which a position prefix has been matched in the [[Physical warehouses management|physical warehouse]].
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[[File:esempio di stampa.png|border| 300px]]
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== Section 2: action buttons ==
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*[[File:tastopiu.png]][[File:tastomeno.png]][[File:tastodiverso.png]][[File:tastouguale.png]]: usual buttons for ''entering'', ''deleting'', ''modifying'', and ''duplicating'' a record.
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*[[File:tastomovimentazione.png]]: this button opens the [[Inventory movements for a single item|inventory movements]] window for the selected item.
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*[[File:tastostampa2.png|28x28px]]: pressing this button allows you to print a document containing the items registered in the inventory archive.
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The program allows you to choose different document types, which can be selected from the window that opens, as shown in the following image:
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[[File:stampainventario.png|border| 500px]]{{BR}}
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{{NOTE|*[[File:tastoetichette2.png]]: Displays stock labels.
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**'''List''' : the printout will include all items as in the example image [[File:esempiostampalista.png|400 px]]
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**'''Position''': the printout will include all items, as in the example image, that have a position in the [[Physical warehouses management|physical warehouse]] [[File:esempiostampaposizione.png|400 px]]
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**'''Inventory list''': the printout will include the items for the inventory, as in the example image [[File:esempiostampalistaperinventario.png|400 px]]
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**'''Sample inventory''': the printout will include the selected items with positive stock, as in the example image [[File:esempiostampainventarioacampione.png|400 px]].
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{{NB|The selection of items for this type of inventory is requested by the program through this window: [[File:inventarioacampione.png|200px]]}}
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*[[File:tastocodicebarre.png]]: Activates reading through the bar code.
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*[[File:tastoetichette2.png]]: allows the printing of labels for the items in inventory.
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The two buttons will only be visible if your Opera has the '''Barcode Warehouse''' step active.}}
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*[[File:tastocodicebarre.png]]: activates reading by barcode for items entered or to be entered in inventory. See [[How to use the inventory Barcode]]
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{{NB|The two buttons will be visible only if your Opera has the '''Inventory Barcode''' step enabled.}}
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== Section 3 : master of stock items ==
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== Section 3 : master data of stock items ==
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Let us now look at the data to be entered in the item master section:
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Let us now look at the data to be entered in the section dedicated to item master data:
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*'''Tipo ''' [[File:tastomenutendina.png]]: It is the type of item. It can be Profile, Accessory, Other. The determination is necessary to make the program activate subsequent fields related to the data of the entered material.
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*'''Type ''' [[File:tastomenutendina.png]]: this is the item type. It can be Profile, Accessory, or Other. The selection is necessary so that the program activates the following fields relating to the data of the material entered.
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*'''Nome ''' [[File:tastoc.png]]: It is the code of the article. On pressing it, the program opens the selection panel according to the choice made in the previous box.  
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*'''Name ''' [[File:tastoc.png]]: this is the item code. When pressed, the program opens the selection window according to the choice made in the previous field.  
   
   
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*'''Desc''':It is the description of the item filled in by the program, which detects it from the archive at the time the item is selected.
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*'''Desc''': this is the item description filled in by the program, which retrieves it from the archive when the item is selected.
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*'''Col. Int e Col. Est ''' [[File:tastoc.png]]: Items that provide for it must have the coloring specification. If the type is Profile the inner and outer coloring is required . If it is accessory only one box is made available. From the matched button the coloration selection is accessed.  
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*'''Int. color and Ext. color ''' [[File:tastoc.png]]: items that require it must have the color specification.  
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If the type is Profile, the internal and external colors are required. If it is an accessory, only one field is made available. The associated button gives access to color selection.  
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*'''Dimensione'''[[File:tastomenutendina.png]]: this field allows selection from the paired menu of the correct size type for the loaded item.[[File:dimensione.png|border|66px]]
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*'''Dimension'''[[File:tastomenutendina.png]]: this field allows you to choose from the associated menu the correct dimension type for the loaded item.[[File:dimensione.png|border|66px]]
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{{NB| the choice of the dimension we want to assign to the item, depends on the item itself and is important for the correct loading of the stock. If we are loading a profile its dimension will be the length, and its stock will be considered in "pcs".  
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{{NB|The choice of the dimension to assign to the item depends on the item itself and is important for correctly loading the stock.  
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If a profile is being loaded, its dimension will be length, and its stock will be considered in “pcs”. Opera, in fact, manages profile loading and unloading operations that have “Length” as dimension and “pcs” as unit of measurement.
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If a gasket is being loaded, two options are possible: dimension “Pieces” and unit of measurement “pcs”, if the item is purchased in pieces; “Length” and “meters” if it is purchased by the meter. For accessories, therefore, it is important that the dimension is consistent with the unit of measurement.}}
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In fact, Opera moves loads and unloads profiles that have "Length" and "pcs" as their dimension. If we are loading a gasket, we can choose two ways: dimension "Pieces" and Unit "pcs" if the item is purchased in pieces; "Length" and "meters" if it is purchased in meters. For accessories, therefore, it is important that the size be consistent with the unit of measurement.}}
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* '''Stock / Committed / Orders in progress / Loaded from list''': these are fields pre-filled by the program during inventory movements. Let us look at them in detail:
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* '''Giacenza/ Impegnato/ Ordini in corso/In carico da lista''': are fields that are pre-filled by the program when handling the warehouse. Let's look at them in detail:
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** ''Stock'' indicates the number of pieces in stock according to the unit of measurement and dimension set.  
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** ''Inventory'' indicates the number of pieces in stock based on the unit of measurement and the set size.
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** The ''Committed'' field reports the already committed quantity of the item. This is a very important function as its correct use prevents the erroneous use of materials already committed to other orders.
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**The field ''Orders'' in progress reports the quantity already ordered. This field is updated by the program according to the order slips recorded.
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**The field ''In load from list'' specifies the quantity that will be loaded from a load list or optimization.
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* '''Minimo di scorta''': This is the minimum quantity that is expected to be in stock at all times. For example, if you want to always have at least one box of hinges you must enter the quantity contained in the box.  
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** The ''Committed'' field shows the quantity of the item already committed. This is a very important function because its correct use prevents materials already assigned to other jobs from being used incorrectly.
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* <span style="background-color: #FFFF00"> '''Quantità riordino''': this button allows you to set a minimum reorder quantity when restoring stock''' (available from version 3.8.4)'''</span>
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** The ''already ordered'' field shows the quantity already ordered. This field is updated by the program according to the registered order lists.  
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* '''Escludi da inventario a campione''': Excludes this item from the sample inventory.
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** The ''Loaded from list'' field specifies the quantity that will be loaded from a loading list or from an optimization.
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** '''Exclude from sample inventory''': excludes this item from the sample inventory.
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Pos. (posizione): It is an entry position that can be assigned by the operator when loading the stock.  
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** '''Minimum stock''': this is the minimum quantity that should always be present in inventory. For example, if you always want to have at least one box of hinges, you must enter the quantity contained in the box.
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Id.: allows an identification code to be matched to the item.
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Bar code: it is possible to match a bar code to the profiles that identifies the quantity in pcs, in the frame that opens when the matched button is pressed ( for example, a code that identifies one piece or one that identifies 10 pieces)
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** '''Reorder quantity''': this field allows you to set a minimum reorder quantity when restoring stock'''.
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Last Movement: This field is not editable and is updated automatically by the program. It reports the date of the last handling of the item.
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** '''Reorder below minimum stock''': this field allows you to choose which items must be included in the below-minimum-stock reorder and which must not. This choice works if, in [[Stock setup#Section_2:_minimum_stock_management|Stock setup]], the '''Selected only''' type has been enabled in the '''Below minimum stock condition''' field. The settings of this field are also highlighted by a symbol: [[File:simbolosottoscortaSI.png]] for the '''YES''' choice; [[File:simbolosottoscortaNO.png|36x35 px]] for the '''NO''' choice.
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*'''Pos.''' (position): this is an insertion position that can be assigned by the operator when loading stock.  
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*'''Id.''': allows you to match an identification code to the item.
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*'''Barcode''': a barcode can be matched to profiles to identify the quantity in pcs, in the window that opens by pressing the associated button (for example, a code that identifies one piece or one that identifies 10).
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*'''Last movement''': this field cannot be modified and is automatically updated by the program. It shows the date of the last movement of the item.
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=== Action buttons for a single item ===
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The buttons in the image [[File:tastifunzione.png]] allow you to view the specific actions relating to the selected item and respectively concern:
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*The window of all documents that record the [[Inventory movements for a single item|inventory movements]] of the selected item.
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*The detail of the [[Stock|stock]] of items stored in different positions.
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*The window of the documents that record the [[Inventory movements for a single item|commitments]] of the selected item.
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*The window of the documents that record the [[Inventory movements for a single item|orders]] of the selected item.
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*The window of the documents that record the [[Inventory movements for a single item|loads]] of the selected item.
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*The window that allows you to enter the [[Item barcode management|barcodes]] of the selected item.
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*The [[File:tastoicona.png|66x27 px]] button: allows the insertion of an [[Icon management|icon]] for the stock item.
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*The [[File:tastoareeinutilizzabili.png]] button: allows you to register all profile lengths that have [[Unusable areas management|unusable areas]] for cutting, both for the full bar and for the leftover.
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== Section 4: function buttons ==
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* [[File:tastoarchivio.png]]: represents a direct link with the archives of the selected items (Profiles and Accessories). The operator can work on it without necessarily leaving the inventory.
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* [[File:tastocodicimagazzino.png]]: used to show the code matched to the item in the prices window, replacing the name registered in the archive.
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* [[File:tastopesomagazzino.png|40x40 px]]: used to switch from displaying the quantity in pieces to displaying it in kg and vice versa.
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* [[File:tastototali.png]]: opens the window for consulting the [[Inventory totals|totals]], whose values are displayed divided by type. The totals refer to the items listed.  
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The keys in the [[File:functionkeys.png]] image allow you to view specifically the actions inherent in the selected item and pertain to respectively:
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* [[File:sottoscorta.png|40x40 px]]: this button opens a window for consulting and printing the material order and allows you to check [[Below minimum stock orders archive|below-minimum-stock]] materials.
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*The overview of all documents that record stock movements of the selected item.
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*The specification of the stock of items stored in different locations [[File:giacenza.png]]
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*The framework of documents recording the commitments of the selected item.
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*The framework of documents recording orders for the selected item.
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*The framework of documents recording the loads of the selected item.
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*The framework that allows you to enter barcodes for the selected item.
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== Section 4: function keys ==
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* [[File:tastomovimenti.png|40x40 px]]: this button opens the window of all [[Inventory movements management|movements]] present in the inventory.
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* [[File:tastoarchivio.png]]: represents a direct link to the archives of the selected items. The operator can take action on it without necessarily leaving the warehouse.
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* [[File:tastoconsolidamento.png]]: this button opens the window for [[Inventory consolidation|consolidating]] inventory movements up to the indicated date'''
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* [[File:tastopeso2.png]]: is used to switch from displaying the quantity in pieces to displaying it in kilograms and vice versa.
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* [[File:tastototali.png]]: opens the frame for consulting the totals whose values are displayed broken down by type. [[File:totmagino.png| 100px]] Totals refer to the items listed in the list.
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* [[File:sottoscorta.png]]: This button opens a materials order consultation and printout panel and allows you to check the materials under stock .
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* [[File:tastomovimenti2.png]]: this key opens the picture of all movements in the warehouse.
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* <span style="background-color: #FFFF00">[[File:tastoconsolidamento.png]]: this key opens the panel for the [[How to manage warehouse consolidation|consolidation]] of warehouse movements as of the indicated date''' (available since version 3.8.4)'''</span>
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== Related items ==
== Related items ==

Revision as of 13:55, 29 May 2026

The inventory management window
Note N.B: To access this window in Opera Job Management: from the Inventory menu, select the Inventory management button.

The Opera Job Management item inventory management allows you to inventory materials, control quantities and stock levels, minimum stock, committed and ordered bars, and generate a code for reusable leftovers. It also allows you to keep the list of documents and the history of the operations that have affected them.

Contents


Section 1: Filter fields

File:Chiavi di ricerca3.png

In this section there are the usual search and display filters for items, which allow easier consultation of the items in stock:

  • Type File:tastomenutendina.png: from the associated menu, items can be filtered by Profiles, Accessories, Other, Profile leftovers NO leftovers, Leftovers by ID, Leftovers managed in saw machine, Leftovers managed locally, By ID.
  • System File:tastomenutendina.png: allows you to select the items of a single system.
  • Series File:tastomenutendina.png: allows you to select the items of a single series.
  • Int. color File:tastoc.png: allows you to select items by internal color.
  • Ext. color File:tastoc.png: allows you to select items by external color.
  • Use File:tastomenutendina.png: allows you to select items by use.
  • Key File:tastomenutendina.png: allows you to select the items to which a search key has been matched.
  • StatusFile:tastomenutendina.png: items are filtered according to the order selected from the associated menu (Below minimum stock, Committed, Order).
  • Mov. after / Mov. before: these are filters that select the items registered in inventory within the indicated period.
  • Quantity File:tastomenutendina.png: also in this case, it is possible to display the ordered items based on the parameters selected from the menu. The All parameter displays the materials of the entire stock list without distinction. Quantity>0 lists only the materials whose quantities are greater than zero. Negative shows the materials whose quantities are below zero. Empty shows records without movements.
  • Supplier File:tastoc.png: allows you to select items by supplier.
  • Position key File:tastoc.png: allows you to select the items to which a position prefix has been matched in the physical warehouse.

Section 2: action buttons

  • File:tastopiu.pngFile:tastomeno.pngFile:tastodiverso.pngFile:tastouguale.png: usual buttons for entering, deleting, modifying, and duplicating a record.
  • : pressing this button allows you to print a document containing the items registered in the inventory archive.

The program allows you to choose different document types, which can be selected from the window that opens, as shown in the following image: File:Stampainventario.png

Note N.B: The selection of items for this type of inventory is requested by the program through this window: File:Inventarioacampione.png
  • File:tastoetichette2.png: allows the printing of labels for the items in inventory.
Note N.B: The two buttons will be visible only if your Opera has the Inventory Barcode step enabled.

Section 3 : master data of stock items

Let us now look at the data to be entered in the section dedicated to item master data:

  • Type File:tastomenutendina.png: this is the item type. It can be Profile, Accessory, or Other. The selection is necessary so that the program activates the following fields relating to the data of the material entered.
  • Name File:tastoc.png: this is the item code. When pressed, the program opens the selection window according to the choice made in the previous field.
  • Desc: this is the item description filled in by the program, which retrieves it from the archive when the item is selected.
  • Int. color and Ext. color File:tastoc.png: items that require it must have the color specification.

If the type is Profile, the internal and external colors are required. If it is an accessory, only one field is made available. The associated button gives access to color selection.

  • DimensionFile:tastomenutendina.png: this field allows you to choose from the associated menu the correct dimension type for the loaded item.File:Dimensione.png
Note N.B: The choice of the dimension to assign to the item depends on the item itself and is important for correctly loading the stock.

If a profile is being loaded, its dimension will be length, and its stock will be considered in “pcs”. Opera, in fact, manages profile loading and unloading operations that have “Length” as dimension and “pcs” as unit of measurement.

If a gasket is being loaded, two options are possible: dimension “Pieces” and unit of measurement “pcs”, if the item is purchased in pieces; “Length” and “meters” if it is purchased by the meter. For accessories, therefore, it is important that the dimension is consistent with the unit of measurement.
  • Stock / Committed / Orders in progress / Loaded from list: these are fields pre-filled by the program during inventory movements. Let us look at them in detail:
    • Stock indicates the number of pieces in stock according to the unit of measurement and dimension set.
    • The Committed field shows the quantity of the item already committed. This is a very important function because its correct use prevents materials already assigned to other jobs from being used incorrectly.
    • The already ordered field shows the quantity already ordered. This field is updated by the program according to the registered order lists.
    • The Loaded from list field specifies the quantity that will be loaded from a loading list or from an optimization.
    • Exclude from sample inventory: excludes this item from the sample inventory.
    • Minimum stock: this is the minimum quantity that should always be present in inventory. For example, if you always want to have at least one box of hinges, you must enter the quantity contained in the box.
    • Reorder quantity: this field allows you to set a minimum reorder quantity when restoring stock.
    • Reorder below minimum stock: this field allows you to choose which items must be included in the below-minimum-stock reorder and which must not. This choice works if, in Stock setup, the Selected only type has been enabled in the Below minimum stock condition field. The settings of this field are also highlighted by a symbol: File:SimbolosottoscortaSI.png for the YES choice; File:SimbolosottoscortaNO.png for the NO choice.
  • Pos. (position): this is an insertion position that can be assigned by the operator when loading stock.
  • Id.: allows you to match an identification code to the item.
  • Barcode: a barcode can be matched to profiles to identify the quantity in pcs, in the window that opens by pressing the associated button (for example, a code that identifies one piece or one that identifies 10).
  • Last movement: this field cannot be modified and is automatically updated by the program. It shows the date of the last movement of the item.

Action buttons for a single item

The buttons in the image File:Tastifunzione.png allow you to view the specific actions relating to the selected item and respectively concern:

  • The detail of the stock of items stored in different positions.
  • The window of the documents that record the commitments of the selected item.
  • The window of the documents that record the orders of the selected item.
  • The window of the documents that record the loads of the selected item.
  • The window that allows you to enter the barcodes of the selected item.
  • The button: allows the insertion of an icon for the stock item.

Section 4: function buttons

  • File:tastoarchivio.png: represents a direct link with the archives of the selected items (Profiles and Accessories). The operator can work on it without necessarily leaving the inventory.
  • File:tastototali.png: opens the window for consulting the totals, whose values are displayed divided by type. The totals refer to the items listed.
  • : this button opens the window of all movements present in the inventory.

Related items

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