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Convert an item

A case of twelve bottles sold by the unit, a bag of rice repackaged into smaller packs: conversion turns the stock of one item into the stock of another, according to the conversion rules that link them. It starts from the dashboard, on the card of the item to convert.

Prerequisites

  • The STOCKS.ARTICLE.WRITE permission — without it, the Convert button does not appear
  • At least one conversion rule between the source item and a target item
  • Available stock of the source item in the current warehouse
  • A delivery operation type and a reception operation type configured in that warehouse

Steps

1. Find the card of the item

Open the Dashboard and find the card of the item, using the Filter, search items field if needed. The Convert button only shows on the cards of items that conversion rules attach to another item: a card without a button is a card without a rule.

2. Choose the source location

Click Convert. The Convert item … window opens. Choose the Location: the line under the field immediately shows the Current stock of the item there, or "No stock is available".

3. Choose the batch, if you are aiming at one

Once the location is known, the Batch to use (otherwise the batch given by the FIFO method) field offers the batches still available at that location, with their date and their remaining quantity. Leave it empty for the module to take the oldest one.

4. Fill in the target and the quantity

Target item lists the items that the conversion rules associate with the source one. Quantity to convert is the quantity of the source item that you consume; the module derives the resulting quantity from the rule. An empty or zero quantity is refused on the spot: "Quantity must be greater than zero".

The quantity must come out even

When the rule groups several source units into one target unit, the quantity must be a multiple of the rule. Otherwise the module refuses: "… is not a multiple of …". Count in whole target units.

5. Confirm the conversion

Click Convert. The message "Item converted" confirms the operation and the dashboard refreshes. Two refusals may show in the window:

  • "There is not enough … . Current stock: … / Quantity to withdraw: …" — the location does not hold the requested quantity, and no rule allows it to be rebuilt from another item;
  • "The conversion of … into … failed: item … is not a storable item" — the target item is not tracked in stock, the conversion has nowhere to drop the result.

6. Find the two operations generated

A conversion is not a single movement: the module records a pair of operations, both validated and executed immediately.

  • A delivery, which takes the converted quantity of the source item out, from the chosen location to the default destination location of the delivery type.
  • A reception, which brings the resulting quantity of the target item in, at the source location, valued from the cost of the outgoing movement.

No operation type, no conversion

If the warehouse has no delivery type, the module answers "No delivery operation is configured"; without a reception type, "No reception operation is configured". Create them in Operation types before starting again.

What next?

Changelog

  • 1.0 (August 18, 2026): document created.