Knowledgebase & Support

The Stocks Module in MokoCRM allows you to manage and track inventory across multiple warehouses or storage locations. It supports stock movements, reordering thresholds, product lot tracking, and integration with sales, purchases, and production workflows for full inventory control.

The Stocks Module in MokoCRM allows you to manage and track inventory across multiple warehouses or storage locations. It supports stock movements, reordering thresholds, product lot tracking, and integration with sales, purchases, and production workflows for full inventory control.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Stocks
2. Click Activate
3. Configure warehouse defaults, movement types, and tracking options (e.g., lots, serials)

🏬 Creating Warehouses

1. Go to Stocks → Warehouses → New Warehouse
2. Enter:
   • Warehouse name
   • Address (if needed for shipping or logistics)
   • Manager or responsible user (optional)
3. Save to begin assigning products and stock levels

🔁 Stock Movements

• Manual or automatic stock movements can be recorded:
  • Stock In (e.g., from Purchase Orders)
  • Stock Out (e.g., from Sales Orders or Shipments)
  • Transfers between warehouses
• Track quantity, movement reason, and date
• Validate to update inventory levels in real-time

📦 Product Inventory Management

• Set:
  • Minimum and desired stock levels
  • Storage location codes
  • Lot or serial numbers if applicable
• View current quantity on hand per product and warehouse
• Enable alerts when stock falls below minimum thresholds

🔗 Integration With Other Modules

• Products: Base stock information and alerts
• Purchase Orders: Increase stock on delivery
• Sales Orders & Shipments: Decrease stock on shipment
• Manufacturing/Production: Reserve or consume raw materials

📊 Reporting and Auditing

• Generate stock valuation reports by product or warehouse
• Export inventory snapshots and movement logs
• Perform periodic physical inventory adjustments and reconciliations

📌 Best Practices

• Use clearly defined warehouse and location codes
• Regularly audit stock to prevent shrinkage or errors
• Configure minimum stock alerts to avoid stockouts
• Maintain accurate cost pricing for valuation and margin reports
• Train staff on movement validation to ensure real-time accuracy