ERP User GuideSAP Business One

SAP Business One

Inventory Calculation



Stock is shown in a Sana web store on all product pages. This can be a simple text, a stock indicator of different colors, or a stock amount. Stock amount is retrieved from and calculated by SAP Business One real-time. Thus, when customers create orders from a Sana web store, stock is automatically adjusted by SAP Business One.

For information on how to change stock presentation in the Sana web store, read about custom stock texts. More information about stock settings you can also find in the "Products" article.

Set up locations and warehouses

Step 1: In SAP Business One, click: Administration > Setup > Inventory > Locations.

Use the Locations - Setup window to define geographical locations for warehouses. This allows you to group warehouses in your system based on their physical location.

Step 2: In SAP Business One, click: Administration > Setup > Inventory > Warehouses.

Use the Warehouses - Setup window to specify all the general information about the warehouses your company uses.

Make sure that the warehouse is active. Otherwise, it will not be used.

In the Location field select the warehouse location specified in the Locations - Setup window.

Set up the default warehouse

In SAP Business One, click: Administration > System Initialization > General Settings > Inventory.

On the Inventory tab, in the Default Warehouse field, select the default warehouse.

Set up inventory calculation method

There are two methods that are used to calculate inventory and show stock amount to the customers in the Sana web store. You can either set up inventory to show how many units of an item are physically available or the projected available balance. You can also show stock amount from a specific warehouse, the total amount from multiple warehouses, stock amount from a default warehouse set for an item or from a specific warehouse set for a customer.

Step 1: In SAP Business One, click: Web Store > Web Stores. Select the necessary web store and go to the Stock Presentation tab.

Step 2: In the Inventory Calculation Method field, you can select which quantity of items should be shown to a customer.

Choose one of the inventory calculation methods:

Inventory calculation method  Description
In Stock This method shows how many units of an item are physically available.

When this method is selected, the stock amount is retrieved from the Item Master Data, the Inventory Data tab, the In Stock field.

In Stock - Committed + Ordered This method takes into account how many units of an item are physically available (In Stock) minus quantity Committed (how many units of the item are reserved for sales orders), and plus quantity Ordered (quantity that is planned to be delivered to the warehouse).

When this method is selected, the stock amount is retrieved from the Item Master Data, the Inventory Data tab, the Available field.

In Stock - Committed This method shows how many units of an item are physically available (In Stock) minus quantity Committed (how many units of the item are reserved for sales orders).

When this method is selected, the stock amount is retrieved from the Item Master Data, the Inventory Data tab, the Available field.

See the example of the inventory data of the item.

Step 3: Choose from which warehouse the stock amount must be shown.

All Warehouses

Show total stock amount from all warehouses assigned to an item. You can assign warehouses to an item in the Item Master Data, on the Inventory Data tab.

The stock amount can be deducted either from the default warehouse set in the General Settings window, or from some specific warehouse. To deduct stock from a specific warehouse, select the Deduct Stock from Warehouse Other than Default checkbox and specify a warehouse.

Multiple Warehouses

Show stock amount from multiple warehouses. If you select this option, you must add warehouses to the table on the right. The total stock amount will be calculated for the selected warehouses.

The stock amount can be deducted either from the default warehouse set in the General Settings window, or from some specific warehouse. To deduct stock from a specific warehouse, select the Deduct Stock from Warehouse Other than Default checkbox and specify a warehouse.

Specific Warehouse

Show stock amount from the specific warehouse. If you select this option, you must specify the warehouse from which stock amount must be retrieved. If you show stock amount from the specific warehouse, the stock amount will be also deducted from this warehouse.

Business Partner Warehouse


 NOTE

Applies to: Sana 9.3.3 for SAP Business One and higher


 NOTE

Starting from Sana 9.3.4 if you show stock to your customers based on business partner warehouse and you do not deduct it from some other warehouse, then when a customer places an order in the Sana web store, the warehouse will be automatically populated in the sales order in SAP Business One.

Show stock amount and deduct stock from the specific warehouse assigned to a B2B customer or country of residence of a B2C customer. If you select this option, you must specify a warehouse for each B2B customer or country of residence of B2C customers.

Set up warehouses for the B2B customers


 NOTE

Applies to: Sana 9.3.3 for SAP Business One and higher


On the Stock Presentation tab click the button Configure BP warehouses.

The table below provides description of the fields necessary for the business partner warehouse setup.

Field Description
Customer Type Specify whether a warehouse should be assigned to a Customer or a Customer Group.
Group Code/Customer Code Depending on the option selected in the Customer Type field, select either a customer or a customer group. You can assign a warehouse to a certain customer or group of customers.
Default Warehouse Select a warehouse. Stock from this warehouse will be show to a customer in the web store and will be deducted from this warehouse.

If a warehouse is set for a customer group and there is another warehouse set for a customer who belongs to this customer group, then a customer warehouse will be used, since it has higher priority.

Click the View All button to see all existing records, when you open the Configure Business Partner Warehouses window. After adding a new record to the table, you should also click the View All button, since all existing records will be hidden.

You can also assign the warehouse to a range of customers or customer groups. In the Configure Business Partner Warehouses window, click the Configure Customer Warehouse button.

Select the customer type, either Customer or Customer Group, specify the range and select a warehouse you want to assign to the range of customers or customer groups.

Select the Apply to all checkbox, if you want to assign a warehouse to all existing customers or customer groups.

Set up warehouses for the B2C customers


 NOTE

Applies to: Sana 9.3.3 for SAP Business One and higher


Click the Configure Country Warehouse button in the Configure Business Partner Warehouses window.

Set the default warehouses for all countries that you use in your web store. These warehouses will be used to show stock to the customers who register online in the Sana web store. Also, stock will be deducted from these warehouses. For example, if a customer selected USA during registration in the web store, he or she will see item stock from the warehouse assigned to USA in the Countries Visibility window.

Item Warehouse


 NOTE

Applies to: Sana 9.3.3 for SAP Business One and higher


 NOTE

Starting from Sana 9.3.4 if you show stock to your customers based on item warehouse and you do not deduct it from some other warehouse, then when a customer places an order in the Sana web store, the warehouse will be automatically populated in the sales order in SAP Business One.

Show stock amount from the default warehouse set on the item. The stock amount is deducted either from one of the warehouses set in the Item Master Data on the Inventory Data tab based on the default SAP Business One logic or you can select the checkbox Deduct Stock from Warehouse Other than Default and select the necessary warehouse to deduct stock form.

In the Item Master Data, on the Inventory Data tab, an item can be assigned to several warehouses. Here you can keep track of items that are sold and purchased by your business. You can see the inventory level in stock, committed (the quantity ordered by customers), on order (quantity ordered with your vendor by you but not yet delivered), and available in all your warehouses.

On the Inventory Data tab, select the necessary warehouse and make it default. This warehouse will be used to show stock to a customer in the Sana web store. If there is no default warehouse set for an item, then stock will be shown from the default warehouse set in the General Settings window.


 NOTE

Make sure that those warehouses that are used to calculate inventory and show stock amount in the web store are not locked. 


See also:

Locations - Setup
Warehouses - Setup Window
Item Master Data: Inventory Data
Countries

ERP User GuideSAP Business One