Stock

Introduction

The Stock module provides inventory control across company, branch, supervisor, unit, and employee contexts. Operations teams raise requisitions, convert them to purchase orders, receive goods, issue stock to the field, and process returns—with ledger updates driven by stored procedures.

Purpose

Stock enables:

• Item, vendor, and stock location masters
• Requisition-to-PO procurement workflow
• Goods receipt against purchase orders
• Multi-path item issue and return (branch, supervisor, unit site, employee)
• Inventory form reports for audit and reconciliation

When to Use

Use Stock when you:

• Maintain SKU/item catalogs and vendor relationships
• Procure uniforms, equipment, or consumables for sites
• Track issues to employees or units and process returns
• Run stock ledger or form reports for physical verification

Overview / Architecture

Stock is the ZSTOCK-flagged Area with _StockLayout.cshtml. Controllers encode organizational path variants (company→branch→supervisor→unit) in their names; DAL classes under DAL/Stock/ mirror those flows.

Entry URL: /Stock/StockDashboard/Index
PageID: Stock
Module flag: ZSTOCK

Controllers

Dashboard & masters

Controller	Primary responsibility
StockDashboard	Module home
StockMaster	Items, vendors, groups, company/branch stock

Procurement

Controller	Primary responsibility
Requisition	Internal requisition
GeneratePurchaseOrder	PO creation
ClosePurchaseOrder	PO closure
ItemReceived	Vendor receipt

Issue paths

Controller	Primary responsibility
ItemIssue	Generic issue
ItemIssueBranchToBranch	Branch-to-branch
ItemIssueBranchToSupervisor	Branch to supervisor
ItemIssueCompanyUnitSite	Company to unit site
ItemIssueSupervisorToSupervisor	Supervisor transfer
EmpIssueEntry / EmpItemIssue	Employee issue

Return paths

Controller	Primary responsibility
ItemReturn	Generic return
ItemReturnFromBranchToBranch	Branch return
ItemReturnFromBranchSupervisorToCompany	To company
ItemReturnFromSupervisorToBranch	Supervisor to branch
ItemReturnFromUnitSiteToCompany	Unit site to company
ItemReturnfromSuperToSuper	Supervisor loop

Reports

Controller	Primary responsibility
FormReport	Stock form reports

Views / Layout

Asset	Role
_StockLayout.cshtml	Module shell
Stock dashboard CSS	Unified sidebar styling
FormReport views + Crystal	Printable stock forms

DAL

Representative classes in DAL/Stock/:

DAL class	Role
Requisition_DAL	Requisition CRUD
ItemReceiveFromVendor_DAL	GRN / receipt
ItemIssueToUnit_DAL / ItemIssueCompanyToUnitSite_DAL	Issue transactions
ItemReturnFromSupervisorToBranch_DAL	Return paths
CompanyStock_DAL / BranchStock_DAL	Location balances
VendorMaster_DAL / ItemMaster_DAL	Masters
EmpIssueEntry_DAL / frmItemIssueToEmployee_DAL	Employee issues

Business Objects

Namespace: BO.Stock

BO type	Role
ItemMaster_BO	Item definition
VendorMaster_BO	Vendor master
CompanyStock_BO / BranchStock_BO	Location stock
ItemIssueCompanyToUnitSite_BO	Issue payload
EmpIssueEntry_BO	Employee issue lines
ItemReturnFromSupervisorToBranch_BO	Return payload

Typical Workflow

Procure-to-issue cycle:

Data Flow

1. Masters define items, UOM, vendors, and stock locations scoped by CompID.
2. Requisition writes demand → PO links vendor and quantities.
3. ItemReceived increments stock via receipt SPs.
4. Issue controllers decrement source location and increment destination (employee/unit).
5. Return controllers reverse or transfer balances.
6. FormReport reads ledger snapshots for print/export.

Reports

Output	Controller
Stock form reports	FormReport (Crystal / Excel)
Dashboard summaries	StockDashboard via stock DAL

Management MIS for uniform issue/recovery may also appear in Management Dashboard.

Permissions

Gate	Requirement
Module flag	dtVerifyUser.ZSTOCK == true
Session	Valid CompID
Branch context	BranchCode from session on branch-scoped screens
Menu permissions	Per-screen DB permissions

Common Issues

Symptom	Likely cause
Negative stock	Issue without receipt or wrong return path
PO cannot close	Open receipts or partial GRN
Wrong issue screen	Multiple similarly named ItemIssue controllers
Empty form report	Date/location filter or unpublished .rpt

Related Pages

• Management Dashboard
• Operation
• Stored Procedures

Important Notes

Many similarly named controllers

Issue and return paths are split by organizational topology. Pick the controller that matches your from → to locations, not the shortest name.

Close POs

Use ClosePurchaseOrder after final receipt to prevent duplicate GRNs.

Common Mistakes

Mistake	Consequence
Using ItemIssue when EmpItemIssue is required	Employee ledger not updated
Skipping requisition audit trail	Procurement compliance gap
Issuing before GRN	On-hand quantity errors

Next Steps

1. Complete StockMaster setup (items + vendors).
2. Run a test requisition → PO → receipt on one branch.
3. Issue to a pilot unit and reconcile with FormReport.