Inventory management in DoliPlus

Inventory management is a legal requirement: every company must conduct at least one physical stock count per year. DoliPlus offers two methods to suit your needs, including an advanced option with historical tracking.

Batch management for products is now supported in Method 2

Stock count – Method 1

This process is a legal requirement: all companies must perform at least one physical stock count annually.

For maximum reliability, stock counts should follow a structured approach.

DoliPlus enables stock updates in a single operation through a simplified interface.

Preparation – Stock Export

From the Statistics & Reports section, select the 420 output in Excel format.

You can use this export directly as a counting sheet to record your stock values.

Inventory Import

Using the previously generated file, completed according to the template available at:

Tools menu -> Import wizard -> New DoliPlus import -> 10100 Inventory – Stock Update and Movements

Follow the instructions in the “Fields” tab to ensure column headers are correctly interpreted during import.
Note:

• Only the “VARIANCE” column values (+ or -) will be used to adjust warehouse stock levels.
  • E.g.: if VARIANCE =10, stock value = current stock + 10
  • E.g.: if VARIANCE = -10, stock value = current stock – 10
• Column order doesn’t matter,
• Respect case sensitivity (uppercase),
• Not all columns are mandatory,

Next steps:

• Convert your Excel sheet to CSV (flatten formulas if necessary before conversion)
• Upload this .csv file to the “Stock Import” folder. This dedicated directory has restricted access rights.
• Select it via the file explorer,
• A preview confirms data integrity before final validation of required fields.
• If errors occur, load the report file into the “Stock Import” folder and optionally forward it for assistance

Historical Inventory – Method 2

A new management interface enables inventory operations with full history tracking.

This can be used in warehouses with connected tablets and barcode scanners. We observed better performance with Chrome in this scenario.

Module setup and configuration

Located in Product Management – Stocks – Purchasing

Adjust module settings
The settings (Setup › Modules, “Inventory” line, wrench icon on the right) decide how a validated inventory corrects the stock; each line is saved with its own “Edit” button:

• correct the stock of a kit without touching the stock of its components;
• value a product that has no last purchase price at the current purchase price, rather than at zero;
• date the adjustment movements on the inventory date rather than on its validation date;
• create no movement for a line whose variance is zero, to keep a readable history.

Set user permissions:

• View inventories,
• Create new inventory,
• Edit inventories,
• Validate inventories,
• Modify product average cost price

A new “Inventory list” entry appears in the left menu >>>> Products/Services >> Stocks

Taking an inventory and correcting the stock, step by step

1. Menu Products › Stocks › Inventory list, then “Create an inventory”.
2. Enter a title (“Annual warehouse inventory”). The date is the date of the count: a past date is allowed, DoliPlus then calculates the theoretical stock and the weighted average cost (WAC) at that date.
3. Choose the warehouse to count; a category or a supplier narrows the product list further. With no box ticked, the inventory includes the products whose stock is positive or zero; the boxes restrict it to positive stock, add negative stock or, for an initial inventory, include all products.
4. Click “Create an inventory”, then “OK”: DoliPlus creates one line per product with its theoretical quantity (“Qty T”) and its WAC. For a product tracked by batch or by expiry date, each batch has its own line.
5. Click “Start”, then the line of a counted product: type the counted quantity (or adjust with − and +) and “OK”. A new WAC is optional. “Adj Qty” shows the variance and “Update” switches to Yes; “Add a product” adds an item missing from the list.
6. Once the count is finished, “Close inventory” then “Yes”: quantities can no longer be modified.
7. “Apply the new WAC + Adjust” then “Yes”: an “Inventory …” stock movement corrects each variance and the WAC entered replaces the old one. Beyond 500 lines, processing runs in the background. The inventory switches to “Completed”.

Creating an inventory

Create an inventory based on available options and validate. A signal will prompt you to wait until the history creation is complete. Once the operation finishes, the list will open.

Inventory statuses change based on the buttons at the end of the list.

1. Draft: Initial status. Does not allow data entry,
2. In progress: Entry permitted based on user rights,
3. Closed: Data entry is complete, stock movement can be initiated. The inventory cannot be modified,
4. Completed: Stock has been adjusted and the history remains available

Entering inventory data

“Start” (subject to your permissions) makes the table editable.

Dynamic table functionality

Features of the dynamic table:

• View quantity, price etc. information – both theoretical and actual,
• Filter references by product code or barcode (via scanner) dynamically without page reload,
• Numeric keypad linked to fields for mobile device entry,
• Filter already completed lines (Update: Upd),
• Link to product record,
• Link to stock movements,
• Delete an inventory line,
• Add a line via top button,
• Adjust number of lines per page,

Data entry principles for dynamic table

To enter values, click on the line obtained by dynamic filtering in the quantity and price column areas (as shown in the screenshot above) to display an entry field as shown below.

Entering a new weighted average cost is only possible based on granted permissions.

Export

The export button lets you choose the export format.

Next steps

Inventory complements stock management and stock inventory in DoliPlus.