OUTBOUND Module (Navigation Menu)

GENERAL DESCRIPTION

The Outbound Module in Kardex Tauro it works as a centralized navigation menu which groups all the procedures by which the product inventory decreases or leaves of the warehouse. It is the single access point for all merchandise issue operations in the system, regardless of their destination or reason.

This window does not execute operations directly on the inventory; its function is redirect the user to the specific module according to the type of issue you need to make. Each button opens a specialized window with its own processes, validations and workflows.

⚠️ KEY CONCEPT: All the operations accessible from this menu generate outbound movements in the Kardex, decreasing the product's stock on hand in the current cost center. Each issue is recorded automatically, chronologically and immutably in the system history.

Module Access

The Outbound Module is available from the program's main window.

Outbound Menu Buttons

The window presents seven buttons, each one directed to a specific submodule:

Button

Destination Submodule

Outbound Type

Sales Invoices

Management of sales to customers

Commercial issue

Customer Quotations

Price request for customers

Informative pre-issue

Warehouse Consumptions

Internal use record

Issue by consumption

Internal Transfers

Shipment to other warehouses

Issue by internal movement

Shrinkages

Loss record

Issue by damage or loss

Returns

Return to suppliers

Issue by return

Consignments

Delivery under consignment

Temporary issue

Sales Invoices

What is a Sales Invoice?

A Sales Invoice is the commercial document by which the company formalizes the sale of products to a customer. It represents the main operation of the business: the exchange of merchandise for money. It is the document that certifies the commercial transaction and generates the corresponding collection rights.

Purpose in the System

The Sales Invoices window allows you to:

  • Register sales of products to customers.
  • Automatically deduct the units sold from inventory.
  • Generate accounts receivable when the sale is on credit.
  • Print invoices as legal support for the transaction.
  • Keep a history complete of all sales made.

Typical Use Cases

  • Direct over-the-counter sales to customers who pay in cash.
  • Credit sale with agreed payment term.
  • Sale to distributors or wholesalers.
  • Invoicing of services accompanied by products.
  • Recording of sales by telephone or remote orders.

📖 For more details: Consult the specific technical help of the window "Sales Invoices".

Customer Quotations

What Is a Customer Quotation?

A Quotation to Customers is a reference document by which the company formally offers a customer prices, commercial conditions and availability of certain products. Unlike a Sales Invoice, the quotation it does not generate a sales commitment nor does it affect the inventory; it is a prior stage where the commercial offer is presented.

Purpose in the System

The Customer Quotations window allows you to:

  • Prepare formal offers for potential or existing customers.
  • Compare conditions commercial before formalizing a sale.
  • Document the process for negotiation with customers.
  • Convert quotations into sales invoices when the customer accepts the offer.
  • Keep a history of offers sent for commercial follow-up.

Difference between Quotation and Sales Invoice

Aspect

Quotation to Customer

Sales Invoice

Commitment

Does not generate commitment

Formal sales commitment

Effect on inventory

None

Deducts stock on hand

Financial effect

None

Generates accounts receivable

Process stage

Negotiation

Sale closing

Mandatoriness

Optional

Formal

Typical Use Cases

  • Commercial offers for new customers.
  • Formal quotations for bids or projects.
  • Quotes for customers who are comparing suppliers.
  • Commercial proposals with special conditions.
  • Follow-up of sales opportunities.

📖 For more details: Consult the specific technical help of the window "Quote Customers".

Warehouse Consumptions

What Is a Warehouse Consumption?

A Warehouse Consumption is the record of products that leave the inventory to be used internally by the company, without any sale to an external customer existing. It represents the use of merchandise for the business's own operations, whether for direct consumption, transformation into other products, or use in internal processes.

Purpose in the System

The Warehouse Consumptions window allows you to:

  • Register the internal use of products from inventory.
  • Deduct stock on hand when products are consumed.
  • Identify who consumes the product (employee, area, vehicle, machine).
  • Assign costs to different areas or projects of the company.
  • Control the expense internal of supplies and materials.

Types of Consumptions Recorded Here

Use of operational supplies:

  • Office supplies consumed by administrative areas.
  • Cleaning supplies used in maintenance.
  • Packaging and packing materials used in dispatches.

Consumption in production:

  • Raw materials used in the manufacture of products (linked to Production Orders).
  • Supplies consumed in production processes.

Use in vehicles or machinery:

  • Fuel consumed by company vehicles.
  • Spare parts used in equipment maintenance.
  • Lubricants and fluids consumed by machinery.

Samples and promotions:

  • Products delivered as free samples.
  • Promotional material consumed at events.

Internal expenses:

  • Products used by employees for their own benefit (according to company policies).
  • Food and beverages consumed in the office.

Typical Use Cases

  • Record of fuel consumed by the vehicle fleet.
  • Control of packaging materials used in dispatches.
  • Tracking of office supplies by area.
  • Allocation of raw material costs to manufactured products.
  • Record of samples delivered to potential customers.

📖 For more details: Consult the specific technical help of the window "Warehouse Consumptions".

Internal Transfers

What is an Internal Transfer?

A Internal Transfer is the record of merchandise that leaves one cost center (warehouse, branch, premises) destined for another cost center of the same company. It represents an internal inventory movement between different locations of the organization, without any commercial transaction with an external third party existing.

Purpose in the System

The Internal Transfers window allows you to:

  • Send merchandise to other warehouses or branches of the company.
  • Deduct stock on hand from the origin cost center.
  • Maintain traceability of internal movements.
  • Coordinate distribution of inventory between locations.
  • Document the shipment with information about the destination and person responsible.

Relationship with the "Receipts by Transfer" Window

The Internal Transfers window (Outbound module) complements the functionality of "Transfer Receipts" from the Inbound module:

  • Internal Transfers (Outbound): Generates the shipment from the origin warehouse.
  • Transfer Receipts (Inbound): Registers the receipt at the destination warehouse.

Typical Use Cases

  • Distribution of merchandise from the central warehouse to branches.
  • Rebalancing of inventory between stores of a chain.
  • Sending products to temporary warehouses for events or trade fairs.
  • Transfer of merchandise between cost centers due to operational needs.
  • Movement of products to exhibition areas or display cases.

📖 For more details: Consult the specific technical help of the window "Internal Transfers".

Shrinkages

What is a Shrinkage?

A Shrinkage is the record of products that leave the inventory due to deterioration, damage, loss, expiry or other causes that prevent their sale or normal use. It represents the loss of merchandise without any economic compensation, whether due to natural, operational or external causes.

Purpose in the System

The Shrinkages window allows you to:

  • Register losses of inventory in a formal manner.
  • Deduct stock on hand of products that are no longer sellable.
  • Document the causes of the losses for analysis.
  • Control the impact financial of shrinkages on the business.
  • Identify patterns of loss to take corrective actions.

Types of Shrinkages

Shrinkages due to natural deterioration:

  • Perishable products that expire before being sold.
  • Merchandise that is damaged by the passage of time.
  • Products that lose their properties over time.

Shrinkages due to operational damage:

  • Products broken during handling in the warehouse.
  • Merchandise damaged in internal transfers.
  • Products affected by falls or accidents.

Shrinkages due to environmental conditions:

  • Products damaged by humidity, heat or extreme cold.
  • Merchandise affected by pests or contaminants.
  • Products deteriorated by failures in refrigeration equipment.

Shrinkages due to obsolescence:

  • Technology products that become outdated.
  • Seasonal merchandise that was not sold during its period.
  • Products whose packaging or presentation becomes outdated.

Shrinkages due to robbery or theft:

  • Losses detected in physical inventories.
  • Merchandise removed without a sales record.
  • Unjustified differences between the system and the physical count.

Shrinkages due to quality control:

  • Products rejected in quality inspections.
  • Merchandise that does not meet standards for sale.
  • Defective products returned by customers and not recoverable.

Typical Use Cases

  • Record of expired products in pharmacies or supermarkets.
  • Control of damaged merchandise in hardware stores or construction stores.
  • Documentation of losses due to theft in retail.
  • Inventory adjustment after physical counts.
  • Record of obsolete products in technology stores.

📖 For more details: Consult the specific technical help of the window "Shrinkages".

Returns (to Suppliers)

What is a Supplier Return?

A Return to Suppliers is the record of products that the company returns to its suppliers after having previously purchased them. It represents the reverse process of a purchase: the merchandise leaves the inventory and returns to the supplier, generally due to quality defects, order errors, imminent expirations or commercial negotiation.

Purpose in the System

The Returns window allows you to:

  • Register returns formal of merchandise to suppliers.
  • Deduct stock on hand of products that are returned.
  • Generate debit notes or adjustments in accounts payable.
  • Maintain traceability of returned products.
  • Document the causes of returns for analysis with suppliers.

Types of Returns to Suppliers

Return due to quality defects:

  • Defective or damaged products.
  • Merchandise that does not meet agreed specifications.
  • Products with manufacturing faults.

Return due to order error:

  • Products different from those requested in the purchase order.
  • Incorrect quantities received.
  • Products not ordered that arrived by mistake.

Return due to approaching expiry:

  • Perishable products close to expiring that cannot be sold in time.
  • Merchandise with a short expiration date that the supplier agrees to take back.

Return due to obsolescence:

  • Products that the supplier agrees to take back due to the launch of new versions.
  • Seasonal merchandise that the supplier recycles.

Return due to commercial negotiation:

  • Products returned as part of commercial agreements.
  • Merchandise exchanged for other products.
  • Inventory adjustments agreed with suppliers.

Typical Use Cases

  • Return of defective products to manufacturers.
  • Return of expired merchandise to distributors.
  • Return of unsold products under consignment agreements.
  • Adjustment of incorrect orders with suppliers.
  • Return of obsolete products under extended warranties.

📖 For more details: Consult the specific technical help of the window "Returns to Suppliers".

Consignments

What is a Consignment?

A Consignment is the record of products that leave the main inventory but are not sold immediately, but are delivered to a third party (employee, salesperson, customer, repair shop) under a special arrangement where ownership of the merchandise remains with the company until the sale is completed or the service is finished. It represents a temporary issue from the inventory with a commitment of return or subsequent sale.

Purpose in the System

The Consignments window allows you to:

  • Deliver products on consignment to sellers or distributors.
  • Send products for repair while maintaining control of ownership.
  • Deduct stock on hand from the main inventory temporarily.
  • Maintain traceability of products held by third parties.
  • Control the time that products remain on consignment.

Types of Consignments

Consignment to external sellers:

  • Products delivered to independent salespeople so that they offer them to their customers.
  • Merchandise in the possession of sales representatives.
  • Products displayed in third-party premises under a sales agreement.

Consignment to employees:

  • Tools or equipment delivered to employees for their work.
  • Products that employees take for demonstrations or sales.
  • Samples delivered to the sales force.

Consignment for repair:

  • Machinery or equipment sent to workshops for repair.
  • Products delivered to suppliers for technical service.
  • Equipment under warranty sent to service centers.

Consignment for display:

  • Products sent to trade fairs or events for exhibition.
  • Merchandise in display cases or temporary showrooms.
  • Products in business partners' premises for promotion.

Consignment in transit:

  • Merchandise in transit that has not yet arrived at its destination.
  • Products held by carriers.
  • Goods in customs or logistics processes.

Typical Use Cases

  • Delivery of merchandise to commission salespeople.
  • Shipment of equipment to repair shops.
  • Loan of tools to employees for external work.
  • Products at trade fairs or promotional events.
  • Merchandise in the possession of distributors under a sales agreement.

📖 For more details: Consult the specific technical help of the window "Consignments".

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