LOGISTICS

LOGISTICS | Gain razor sharp control of your storage units

Uniconta’s Logistics option significantly expands both the General Ledger module and Stock Management to include a wide range of functions. These additional functions can be switched on and off according to the company’s current needs. 

Companies using Logistics gain razor sharp control of their storage units, allowing them, for instance, to keep track of batches and units as well as calculate the actual value of inventory purchases and sales.

Inventory item text

Uniconta’s standard item text is 60 characters. If, however, users need to include longer product texts or translate them into foreign languages, they will need to use Uniconta’s Logistics functions and use ‘Item name groups’. Item name groups allows users to write up to 1,000 characters of text on each inventory item.

Bills of Materials (BOMs)

Logistics can be used to create BOMs and production BOMs. BOMs can then be compared to summary lists and can also be used, for example, to handle any fees. When the BOM is invoiced, the contents of the inventory items and services are then deducted from the BOM. Production orders and production BOMs are included in Uniconta’s Production module.

Batch-/serial numbers

Batch number management, for example, for perishables, includes expiration dates, comment fields, serial number management on units and warranty management.

Inventory unit conversion

Our inventory module can now convert units. This allows users to buy and sell in units predetermined by the user, based on the units that they use in their warehouses. To activate this function, users need to check the "Unit conversion” box in the Company menu under Maintenance/Configure application functionality. Users then need to create a unit conversion group under Inventory/Maintenance. This group will contain lines for the user to enter the conversion factor. Users do not need to enter conversion factors between the geometric units (such as meters and centimeters) since this has already been coded into the Uniconta core. Conversion factors are only required between units, such as crates and pieces. The factor should be entered as follows: "From unit" * factor = ”To unit”, e.g. ”1 case * 12 = 12 pcs.”

After creating a group, users need to assign a unit group to the item card, in order that it can be converted. It is also possible to specify standard sales and purchase units on each item card. Users can also specify units in the price lists under Inventory/Maintenance. If an invoice is updated, all item lines will be stored in the item's unit shown on the card. When an invoice is reprinted, Uniconta will then automatically calculate backwards from the item’s unit and list the sales/purchase unit on the invoice. This way there are no changes to the inventory reports, since all transactions only exist in the item’s specified unit.

Logistics features

Customer Price Lists

  • Create customer price lists and combine them with discounts and promotional periods
  • Prices are used for sales orders and ‘Quick’ invoices

Vendor Price Lists

  • Create vendor price lists and combine them with discounts
  • Prices are used for purchase orders and suggested as a purchase price

Customer Item Numbers

  • Customer item numbers can be created under item name groups
  • Customer item numbers can be included on documents

Stock Management

  • Stock management needs to be switched on if users want detailed management of their inventory
  • Stock management shows inventory that is available, reserved, shipped, and ordered
  • Moving items in the inventory journal now includes ‘To dimension’
  • Counting list with series/batch numbers
  • BOMs include discount percentages on the order lines

All Items

  • Stock management can be activated for individual items or for all items
  • When ‘All items’ is selected, all items with the type ‘Item’ are included in Stock management
  • Stock management will not include anything given the type ‘Service’

Warehouse

  • Stock management is available by ‘warehouse’, which can be used, for example, to manage by town, country, truck or workshop

Location

  • Location is used to give ‘Warehouse’ an additional dimension e.g. row, case, shelf, hall

Item variants

  • Item management by variant – max. 2 variants e.g. sizes and colours
  • EAN numbers can be set up on variants and cost prices

Serial and Batch numbers

  • Serial number and batch checks for correct cost price
  • Batch/serial numbers – startup quantity, the number where the user wishes the batch/serial numbers to begin from

Reports

  • Item stock status – calculates the stock value on a given date
  • On-hand – shows on-hand stock in general as well as by warehouse and variant
    – sales order lookup – purchase order lines
  • Re-order list – calculates the need to re-order inventory items based on set up
  • Inventory reservations show what is reserved, ordered, drawn and delivered across all of the modules, so users can easily view item status
  • BOM reservations, enabling users to break down BOM reservations in the re-order list by the contents of the BOM
  • Inventory report displaying BOMs

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