Stock movements
Purpose
The Stock movements screen is the journal of every flow: each entry, each release, each transfer and each adjustment leaves a trace here, with its date, its article, its warehouse, its quantity and its value.
It is the traceability screen: it answers "where does this quantity come from?" and "what happened to this article this month?".
Movements are not created here: they are produced by the other modules — confirming a goods receipt note, confirming a sales order, entering a stock count, transferring between warehouses. This screen views them, filters them and exports them.
The module is visible to accounts holding the Stock management right.
Access
- Menu: Stock management → Stock movements
- Address:
/mouvements-stock - Screen title: Mouvements de stock
The screen
It reads top to bottom in four zones: the indicators, the type tabs, the search and action bar, then the movements table.
The indicators
Six cards at the top of the screen present a summary: total movements, entries, releases, transfers, adjustments and active articles.
The six cards are hard-coded in this version: 247 mouvements, 98 entrées, 112 sorties, 25 transferts, 12 ajustements, 184 articles sur 312.
These figures never change, whatever your data, your period or your filters. Do not use them: only the table below reflects reality.
The type tabs
A tab bar filters the table by nature of movement:
| Tab | Content |
|---|---|
| Tous | All the movements. |
| ↓ Entrées | Entries into stock. |
| ↑ Sorties | Releases from stock. |
| ⇄ Transferts | Movements between warehouses. |
| ± Ajustements | Corrections arising from stock counts. |
The movements table
| Column | Content |
|---|---|
| N° Mouvement | The movement identifier. |
| Date | The date of the flow. |
| Article | The article reference. |
| Désignation | Its name — hidden on a small screen. |
| Entrepôt | The warehouse concerned. |
| Type | Entrée, Sortie, Transfert or Ajustement. |
| Motif | The origin of the movement — hidden on a small screen. |
| Réf. Origine | The document behind the flow. |
| Quantité | The quantity moved. |
| Valeur (MAD) | The valuation of the movement. |
Where the movements come from
Every row carries a motif that states which module the flow came from:
| Motif | Origin | Effect on stock |
|---|---|---|
| Vente | Confirmation of a sales order | Release |
| Réception | Confirmation of a goods receipt note | Entry |
| Inventaire | Stock count entry on an article | Adjustment, one way or the other |
| Transfert | Transfer between warehouses | Release from one warehouse, entry into the other |
| Retour | Credit note with goods returned | Entry |
The Réf. Origine column gives the triggering document. A stock discrepancy is diagnosed by spotting the faulty movement here, then opening the corresponding document in its module.
Searching and filtering
Quick search
The search field covers the article, its reference and the movement number. It fires automatically after you type.
Advanced filters
The Filtres avancés button opens a multi-criteria selection window:
| Group | Criteria |
|---|---|
| Période | Cette semaine / Ce mois shortcuts, or Date début and Date fin. |
| Localisation | Site(s), Warehouse(s), Zone / Location. |
| Origine | Motif(s), Operator(s), Supplier, Batch no. |
| Mesure | Unit(s), Min and max value in MAD, Min and max quantity. |
Confirm with Appliquer les filtres, or reset everything with Réinitialiser.
The active filters then appear as labels, with a Tout effacer button.
The start and end dates do not filter a table that is already loaded: they are sent to the server to fetch the movements. Widening the period therefore reloads the data; so does narrowing it.
Exporting and printing
| Button | Effect |
|---|---|
| Export CSV | Downloads a mouvements-stock-YYYY-MM-DD.csv file. |
| 🖨️ | Launches the browser's print dialogue on the view displayed. |
The CSV file contains all the data loaded, not the selection shown on screen. It has fifteen columns: identifier, date, article, designation, warehouse, zone, type, motif, reference, quantity, unit, unit price, batch, supplier and operator.
The separator is the semicolon, which suits a spreadsheet configured for French.
The message « Aucune donnée à exporter. » signals that the table is empty: widen the period before exporting.
Messages and troubleshooting
| Situation | Message | What to do |
|---|---|---|
| The table is empty | — | Widen the period in the advanced filters. |
| The indicators do not change | — | Normal behaviour: they are demonstration values. |
| An expected movement does not appear | — | Check the period, then that the source document was indeed confirmed. |
| The export contains more rows than are displayed | — | Normal behaviour: the export ignores the filters. |
| Aucune donnée à exporter. | — | The table is empty: load some movements first. |
| A stock count adjustment cannot be found | — | Filter on the Inventaire motif and the right period. |
| The session has expired | Automatic return to the sign-in screen | Sign in again. |
Known limitations in this version
- The six indicators display hard-coded values, unrelated to your data.
- The CSV export ignores the filters and the tabs: it exports everything loaded.
- No total is displayed at the bottom of the table: neither a quantity total nor a value total.
- No movement can be corrected or cancelled from this screen: correction goes through a stock count entry or a reverse movement.
- No detailed movement record: the table is the only view.
See also
- Articles — the quantities in stock and stock count entry.
- Simple transfer and Two-step transfer — movements between warehouses.
- Sales management → Goods receipt notes — entries into stock.
- Sales management → Sales orders — releases from stock.
- Sites — the sites and their warehouses.