Create API which allow purchase order & transfer completion | Voters

Create API which allow purchase order & transfer completion

planned

Neil McQuillan

Add new end points to allow purchase orders and transfer stock to be booked onto Cloud POS.

February 22, 2023

Neil McQuillan

marked this post as

planned

Richard Twinn

Neil McQuillan: is this still planned? and putting this change in at the same time would be useful! https://citruslime.canny.io/citrus-lime-api/p/transfer-addremove-item-via-api

Neil McQuillan

Merged in a post:

Update inventory via api

Michael Washington

It would be good if we could update the available and/or on hand inventory for items via the api. As then can get stock info from another system and update it instead of manually. Not good when have over 5k of items to update

February 22, 2023

Neil McQuillan

I believe this would address this?

https://citruslime.canny.io/citrus-lime-api/p/create-api-which-allow-purchase-order-transfer-completion

Ben

Neil McQuillan: I don't think it would. They sound like completely different requests. In our case we are looking to adjust stocks directly without any need of PO's or transfers. We are looking to create a stocktake app and also use a dummy warehouse store that will need updating (which is too awkward currently to do with the Cloud POS stocktake feature).

Jon Mayo

Ben: Agree with this, we have the same requirement for an additional warehouse location to be updated with inventory levels, separate to any purchase order

Ben

We could really do with this our end. We would like to develop some apps for both stock takes and store inventory updates.

Neil McQuillan

Ben: I we thinking about this further and you maybe correct, however in your example above would you not want the ability to create stock takes via the API those avoiding literally stack of code to adjust around sales/movements during the stock take? We take account of that, so if the stock take is done whilst the inventory location is active we adjust movements based on the times of sales of goods. 
I'm wondering if we need to both, I cannot see the benefit of completely automating a PO & transfer, it would skip goods in processes, and if this is whats needed then simply updating inventory records might be adequate. 
Either way the ability to create POs and Transfers is in the next API release, the stock will of course need to go thru the goods in processes but that seems desirable to me otherwise there is no human check on inbound/moving goods.
Just my thoughts on this one.

Ben

Neil McQuillan: If I am honest we have never created a process internally that means our warehouse team understand exactly how sales/movements affect the committing of a stocktake. For this reason we do not use stocktakes anywhere near as thoroughly as we should and if we carry out a stocktake and there is only a few adjustments I think the team tend to manually adjust the stock and delete the stocktake rather than committing it. Therefore I have not accounted for this in scoping this.

I think for:

Dummy Warehouse Store (POS lane) // We would definitely need the API to be a straight stock adjustment end point. The daily routine being to 0 out all stock that it does not find on an upload (in case of suppliers giving us files with only "in stock" lines).
Stocktake App // We could either integrate with Citrus stocktakes or build from the ground up. The benefit of the latter being that we could refresh the stocktake on the go and build lots of cool live features and commit the stocktake completely on the app. Agreed it would be more work but would perhaps feel less clunky.

Ben

Neil McQuillan: Before this goes off our radar do we need to create a new Canny post now that these have been merged as the title does not suit our needs? Or are you still actively considering the comments?