Workflow: Warehouse Inbound → Outbound

Modules involved: Warehouse (Goods Receipt · Goods Issue · Delivery Notes · Internal Transfers · Physical Inventory · Loss & Adjustments)
Who uses it: Warehouse keeper, Logistics operator, Warehouse manager, Finance
Typical duration: Ongoing (daily operational flow)

Overview

All stock movements in CRMConnect pass through a central transaction register (goods_transaction_detail) that records every inbound and outbound movement with the before and after quantities. Any warehouse document (goods receipt note, goods issue note, delivery note, internal transfer) only modifies stock after approval, with a complete audit trail.

Flow diagram

INBOUND
  │
  ├── [GOODS RECEIPT NOTE]
  │     │  sources: Purchase Order / Manual
  │     │  approval: 0=Draft → 1=Approved
  │     │  transaction status: 1 (Receipt)
  │     │  stock += received quantity
  │
  └── [DELIVERY RETURN]
        │  product returned by client → re-entry into stock
        │  transaction status: negative (negative quantity on Delivery)

INTERNAL MOVEMENTS
  │
  └── [INTERNAL TRANSFER]
        │  from Warehouse A → Warehouse B
        │  approval: 0=Draft → 1=Approved
        │  transaction status: 4 (Internal)

OUTBOUND
  │
  ├── [GOODS ISSUE NOTE]
  │     │  internal consumption (manufacturing, own use)
  │     │  approval: 0=Draft → 1=Approved
  │     │  transaction status: 3 (Issue)
  │     │  stock -= consumed quantity
  │
  └── [DELIVERY NOTE]
        │  delivery to client (linked to invoice / order)
        │  approval: 0=Draft → 1=Approved
        │  transaction status: 2 (Delivery)
        │  stock -= delivered quantity

CORRECTIONS
  │
  ├── [PHYSICAL INVENTORY]
  │     │  physical count → adjustment against book stock
  │     │  approval: 0=Draft → 1=Approved
  │
  └── [LOSS & ADJUSTMENTS]
        │  damage, expired goods, identified shortages
        │  status: 1=Approved / -1=Rejected
        │  transaction status: 6 (Loss)

Central stock register

All warehouse documents record a line in goods_transaction_detail upon approval. This is the source of truth for the balance of each product in each warehouse.

Transaction codes (status):

Fields recorded per transaction:

Step by step

1. Goods Receipt Note — Receiving goods

Where: /admin/warehouse/manage_purchase

Creation:

• Automatically from an approved Purchase Order (if auto_create_goods_received = 1 in settings)
• Manually: Add Goods Receipt Note button
• From the Purchase module: Create Goods Receipt Note button on the PO

Key fields:

Approval:

• approval = 0 (Draft) → warehouse keeper review
• approval = 1 (Approved) → stock is automatically updated: inventory_manage.inventory_number += quantity
• If the approval workflow is configured (wh_approval_setting): manager approves via notification
• Cannot be edited after approval (stock integrity protection)

2. Goods Issue Note — Internal outbound

Where: /admin/warehouse/goods_issue_note

When it is used:
Consumption of materials for internal purposes: manufacturing (linked to MO), own use, departments.

Key fields:

Effect: On approval → stock decreases: inventory_number -= quantity (transaction code 3)

3. Delivery Note — Delivery to client

Where: /admin/warehouse/manage_delivery

Creation:

• From invoice or OmniSales order (automatically if auto_create_goods_delivery = 1)
• Manually from the Warehouse module

Delivery types:

• type_of_delivery = 'total' — complete delivery
• type_of_delivery = 'partial' — partial delivery (the rest will be delivered later)

Key fields:

Approval → Packing List → AWB:
The approved delivery note feeds the packing and delivery workflow (see Workflow 3 — OmniSales Fulfillment).

Effect: On approval → stock decreases (transaction code 2)

4. Internal Transfer — Moving between warehouses

Where: /admin/warehouse/manage_internal_delivery

When it is used:
Moving stock from warehouse A to warehouse B (e.g. from central warehouse to a work site, from WIP to finished goods).

Key fields:

Effect: On approval → two transactions code 4:

• Source warehouse: inventory_number -= quantity
• Destination warehouse: inventory_number += quantity

5. Physical Inventory — Stock reconciliation

Where: /admin/warehouse/physical_inventory

Process:

1. Create an inventory session for a warehouse / category
2. Enter the physically counted quantities per product
3. System compares with book stock from inventory_manage
4. Differences (surpluses/shortages) are visible per product
5. On approval (approval = 1) → adjustments are automatically applied to stock

Session fields:

6. Loss & Adjustments — Spot corrections

Where: /admin/warehouse/loss_adjustment

Types:

Statuses:

Fields:

Lot and serial number tracking

CRMConnect supports advanced tracking:

Delivery automatically selects lots in FIFO order (first in, first out) when lot_number is filled in.

Approval workflow (configurable)

Any warehouse document can go through a multi-level approval workflow:

1. Document created → approval = 0
2. Notification sent to approvers from wh_approval_setting
3. Approver reviews and approves/rejects in wh_approval_details
4. On approval: approval = 1 → stock is modified
5. On rejection: document remains at approval = 0, can be edited and resubmitted

Document types with configurable approval: goods_receipt · goods_delivery · internal_delivery_note · stock_take

What is created automatically

Points where the workflow may stall

Relevant reports

• Inventory History — /admin/warehouse/warehouse_history — all transactions per product/warehouse
• Warehouse Reports — /admin/warehouse/manage_report — current stock levels, movements by period
• Current Inventory — real-time balances per warehouse and product

Modules involved — detailed documentation

• Warehouses · Warehouse Settings
• Commodities
• Goods Receipt Note
• Goods Issue Note
• Delivery Notes
• Internal Transfers
• Physical Inventory
• Loss & Adjustments
• Inventory History

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