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📊 Stock Control

Estimated time: 10 minutes
Level: 🟢 Easy
The balance between running out of material and clogging up the warehouse


🎯 What is Stock Control?

It is the system that notifies you when and how much you need to buy of each product, maintaining stock at optimal levels.


✅ Available Features

Load Letter (Minimum/Maximum Stock)

Available: ✅ Implemented

Set stock levels for each product in each warehouse:

Screenshot: stock-control

Captura con datos demo AquaDemo.Capture with AquaDemo demo data.

Procurement Engine (MRP)

Available: ✅ Implemented

Automatic system that decides the best supply strategy:

📦 MOTOR MRP - Análisis de Necesidades

Situación: Pedido de venta requiere 20 unidades de Cloro

Análisis automático:
├─ 1. ¿Hay stock en almacén principal?
│  └─ Sí: 45 unidades → Usar local ✅

├─ 2. Si no hay suficiente, ¿hay en otros almacenes?
│  └─ Sí: Furgoneta Juan tiene 15 → Generar transferencia 🚚

└─ 3. Si no hay en ningún sitio, ¿qué proveedor?
   └─ Proveedor: Químicos del Mar → Generar pedido de compra 📋

✅ Todo automático, con trazabilidad completa

Access: Warehouse → Fulfillment → Analyze Needs


📅 Features Coming Soon

Automatic Low Stock Alerts

Available: 📅 Coming soon - Q3 2026

The system will automatically notify you when:

┌─────────────────────────────────────────────┐
│  🔔 ALERTAS DE STOCK                       │
├─────────────────────────────────────────────┤
│                                             │
│  ⚠️ STOCK BAJO (3 productos)               │
│                                             │
│  • Cloro Granulado                         │
│    Almacén Central: 8 unidades             │
│    Mínimo configurado: 10                  │
│    [📋 Crear pedido]                       │
│                                             │
│  • pH- Líquido                             │
│    Furgoneta Juan: 2 litros                │
│    Mínimo configurado: 5                   │
│    [🔄 Solicitar recarga]                  │
│                                             │
└─────────────────────────────────────────────┘

Notification channels:

  • [ ] Email to the purchasing manager
  • [ ] Push in the app
  • [ ] Dashboard with traffic lights 🟢🟡🔴

Automatic Order Point

Available: 📅 Coming soon - Q3 2026

Smart calculation of when to buy:


🔍 Check Stock

By Product:

By Warehouse:

Complete list of products in a specific warehouse with filters for low stock.


🛠️ Stock Settings

Available: ✅ Implemented

When you find differences between system and reality:

Note: The settings are recorded in the history with username and date.


🚐 Stock in Vans

Specific control for moving stock:


💡 Practical Tips

Calculate minimums:

Fórmula básica:
Mínimo = (Consumo diario × Días de reposición) + Seguridad

Ejemplo Cloro:
- Consumo: 2 sacos/día
- Reposición: 7 días
- Seguridad: 5 sacos
- Mínimo = (2 × 7) + 5 = 19 sacos

Calculate maximums:

Máximo = Mínimo + (Consumo diario × Días entre pedidos)

Ejemplo:
- Si pides cada 2 semanas (14 días)
- Máximo = 19 + (2 × 14) = 47 sacos

❓ Frequently Asked Questions

"Does the system automatically notify you when there is a lack of stock?"

Not currently. You can see the status in the dashboard, but automatic email/push alerts are in development for Q3 2026.

"How do I know how much to ask?"

The MRP (Fulfillment) engine suggests quantities based on pending sales orders and available stock.

"Can I have negative stock?"

It is configurable. By default no, but you can activate it in Settings → Company → Allow negative stock.

"Does the technician see his stock in the app?"

Yes, in the "Stock" tab they see what they have in their van and can request a refill.


✅ Configuration Checklist

  • [ ] Check current stock of all products
  • [ ] Configure minimums based on actual consumption
  • [ ] Configure maximums according to warehouse capacity
  • [ ] Define default supplier for each product
  • [ ] Check van stock weekly

📊 Well controlled stock = Never out of material

You don't run out of product or clog up the warehouse.

Overview

Need help? soporte@poolcontrolpro.com