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Warehouse & Inventory for Uspacy: overview

The app adds warehouses and inventory accounting to Uspacy: how much stock is in each warehouse, how much is already reserved for deals, and what it cost you. Receipts, transfers, write-offs and stocktakes are recorded as stock documents right in Uspacy, and goods are reserved and written off automatically when a deal reaches the right stage. The developer is Auspex Streamline.

FeatureWhere it is in UspacyLearn more
Warehouses: add, rename, turn on or offthe module screen → Склади (Warehouses)Settings
Receipts, transfers, write-offs, stocktakesРозумні об’єкти (Smart objects) → Складські документи (Stock documents), the Проведення (Posting) tab in the cardStock documents
Reserve and write-off by deal stage, returnsthe Резерв (Reserve) tab in the deal cardReserve and write-off by deal
Stock, reserve and cost of a product by warehousethe Залишки (Stock) tab in the product cardStock on the product card
Stock on a date, stock movement, gross profitthe module screen → Звіти (Reports)Reports
Weighted average cost, backdated documentsautomaticCost
Goods received note, write-off report and other formsthe stock document cardPrinting documents
Plan, payment, subscriptionthe module screen → Тариф (Plan)Plans and payment

The module screen is the settings page of the Warehouse & Inventory app (Складський облік) in the App store (Крамниця застосунків). It has five tabs: Тариф (Plan), Склади (Warehouses), Облік (Accounting), Звіти (Reports), Структура (Structure).

the module screen with the «Тариф», «Склади», «Облік», «Звіти» and «Структура» tabs.

  1. Quick start — installation, the structure in the portal, warehouses, turning accounting on and the first receipt, 15–20 minutes.
  2. Stock documents — how to post documents and what to do if the module refuses.
  3. Reserve and write-off by deal — what a manager sees in the deal card.
  • A document changes stock only after it is posted. A saved but unposted document counts for nothing.
  • Stock never goes negative — on any date, in any warehouse. The module will not post a document or write off a deal if there is not enough stock, even if the document is dated in the past.
  • The module maintains stock and reserve on Uspacy product cards. It overwrites manual changes to these fields. Opening stock is entered with a «Прихід» (“Receipt”) document of the «Оприбуткування» (“Stock addition”) type.
  • A warehouse is never deleted, only turned off: its history is kept.
  • Dates are shown and calculated in the time zone of your Uspacy profile, as in Uspacy itself.
  • Settings are for the portal owner and administrators. Other employees work in the card tabs and, on the module screen, see only the «Залишки» (“Stock”) and «Рух товарів» (“Stock movement”) reports, in quantities — without cost or profit.
  • Interface language — Ukrainian.
  • The trial period is 14 days with all features. Special terms for Auspex customers — message us on Telegram.

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