Stock Settings
Overview
Stock Settings — Business Overview
Stock Settings is a central configuration document in Dafater that defines how your organization manages, values, and controls inventory across all stock-related activities. Instead of setting rules separately for each transaction, Stock Settings establishes default behaviors that ensure consistency, accuracy, and control in day-to-day inventory operations.
It acts as the foundation for how stock moves, how it is valued, and how exceptions are handled across the business.
Purpose in Business Operations
Stock Settings is used to: - Define standard rules for inventory handling - Ensure consistent stock valuation and costing - Control how stock transactions are recorded and validated - Reduce errors and manual intervention in inventory processes - Align stock operations with accounting, purchasing, sales, and manufacturing needs
By setting these rules once, all stock transactions follow the same business logic automatically.
Prerequisites and Setup Requirements
Before using Stock Settings, the following should already be in place:
- Basic company setup in Dafater
- Warehouses defined for storing inventory
- Item categories and units of measure established
- Understanding of your business’s inventory policies (for example, FIFO vs weighted average, negative stock allowance, valuation accuracy)
Stock Settings is usually configured during initial system setup or when revising inventory policies.
Typical Workflow and Business Fit
Initial Configuration
- Management or operations teams define how inventory should behave across the organization.
- Decisions are made on valuation methods, stock validation rules, and default behaviors.
Daily Operations
- Purchase receipts, deliveries, transfers, and adjustments automatically follow the rules defined in Stock Settings.
- Users do not need to make repeated decisions for each transaction.
Monitoring and Control
- Stock discrepancies, valuation accuracy, and transaction discipline are maintained consistently.
- Finance and operations teams rely on standardized inventory data for reporting and audits.
Periodic Review
- As business volume, compliance needs, or operational complexity changes, Stock Settings may be reviewed and updated.
Key Business Scenarios Where Stock Settings Is Essential
- High-volume inventory operations where consistency and automation are critical
- Multi-warehouse businesses that require controlled stock movement and valuation
- Audit-driven organizations that need accurate, traceable inventory records
- Manufacturing or trading companies where inventory value directly impacts profitability
- Growing businesses transitioning from informal stock handling to structured processes
In all these cases, Stock Settings ensures inventory behaves predictably and aligns with business policy.
Important Considerations for Users
- Business-wide impact: Changes in Stock Settings affect all future stock transactions, not just one department.
- Policy alignment: Ensure settings reflect actual business practices and accounting policies.
- Limited changes after go-live: Frequent changes can cause confusion or reporting inconsistencies.
- Cross-team agreement: Finance, operations, and supply chain teams should agree on key settings.
- Training awareness: Users should understand how these settings influence their daily stock activities, even if they do not edit them.
In Summary
Stock Settings is a strategic control document in Dafater that defines how inventory works across the organization. By setting clear, consistent rules upfront, businesses can improve stock accuracy, reduce operational errors, and ensure inventory data supports confident decision-making.
Default settings for your stock-related transactions
Basic Information
- Module: Stock
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| itemnamingby | Item Naming By | Select | Item Code, Naming Series | Define whether items are named by code or series in Dafater | |
| valuation_method | Default Valuation Method | Select | FIFO, Moving Average | Set default stock valuation method for inventory costing | |
| item_group | Default Item Group | Link | Item Group | Default item group applied to newly created items | |
| default_warehouse | Default Warehouse | Link | Warehouse | Default warehouse used for stock transactions | |
| sampleretentionwarehouse | Sample Retention Warehouse | Link | Warehouse | Warehouse designated for retaining quality or reference samples | |
| stock_uom | Default Stock UOM | Link | UOM | Default unit of measure for stock quantity tracking | |
| autoinsertpricelistrateifmissing | Auto Insert Item Price If Missing | Check | - | Automatically create item price when missing during transactions | |
| customdonotincludeitempricelist | Do not include the price from the item price list | Check | - | Exclude item price list rates from stock transactions | |
| updatepricelistbasedon | Update Price List Based On | Select | Rate, Price List Rate | Basis used to update item price list rates | |
| updateexistingpricelistrate | Update Existing Price List Rate | Check | - | Allow updating existing rates in price lists | |
| allowtoeditstockuomqtyfor_sales | Allow to Edit Stock UOM Qty for Sales Documents | Check | - | Permit editing stock quantity in sales documents | |
| allowtoeditstockuomqtyfor_purchase | Allow to Edit Stock UOM Qty for Purchase Documents | Check | - | Permit editing stock quantity in purchase documents | |
| allowuomwithconversionratedefinedin_item | Allow UOM with Conversion Rate Defined in Item | Check | - | Allow item-specific UOM conversion rates in transactions | |
| overdeliveryreceipt_allowance | Over Delivery/Receipt Allowance (%) | Float | - | Allowed percentage for excess delivery or receipt quantity | |
| mrqtyallowance | Over Transfer Allowance | Float | - | Permitted excess quantity during material transfers | |
| overpickingallowance | Over Picking Allowance | Percent | - | Allowed percentage for picking more than required quantity | |
| roleallowedtooverdeliver_receive | Role Allowed to Over Deliver/Receive | Link | Role | Role authorized to exceed delivery or receipt limits | |
| allownegativestock | Allow Negative Stock | Check | - | Allow transactions that result in negative stock balance | |
| showbarcodefield | Show Barcode Field in Stock Transactions | Check | - | Display barcode field in Dafater stock transactions | |
| cleandescriptionhtml | Convert Item Description to Clean HTML in Transactions | Check | - | Convert item descriptions to clean HTML in transactions | |
| allowinternaltransferatarmslengthprice | Allow Internal Transfers at Arm's Length Price | Check | - | Use market price for internal stock transfers | |
| actionifqualityinspectionisnotsubmitted | Action If Quality Inspection Is Not Submitted | Select | Stop, Warn | System action when quality inspection is missing | |
| actionifqualityinspectionis_rejected | Action If Quality Inspection Is Rejected | Select | Stop, Warn | System action when quality inspection fails | |
| enablestockreservation | Enable Stock Reservation | Check | - | Enable reserving stock against specific demands | |
| allowpartialreservation | Allow Partial Reservation | Check | - | Allow partial quantity reservation when full stock unavailable | |
| autoreservestockforsalesorderon_purchase | Auto Reserve Stock for Sales Order on Purchase | Check | - | Automatically reserve purchased stock for linked sales orders | |
| autoreserveserialandbatch | Auto Reserve Serial and Batch Nos | Check | - | Automatically reserve serial and batch numbers | |
| allowexistingserial_no | Allow existing Serial No to be Manufactured/Received again | Check | - | Permit reuse of existing serial numbers in stock | |
| donotusebatchwisevaluation | Do Not Use Batch-wise Valuation | Check | - | Disable batch-wise valuation for stock costing | |
| autocreateserialandbatchbundlefor_outward | Auto Create Serial and Batch Bundle For Outward | Check | - | Automatically create serial and batch bundle for outward movement | |
| pickserialandbatchbased_on | Pick Serial / Batch Based On | Select | FIFO, LIFO, Expiry | Method to select serial or batch during picking | |
| disableserialnoandbatch_selector | Disable Serial No And Batch Selector | Check | - | Hide serial and batch selection in transactions | |
| useserialbatch_fields | Use Serial / Batch Fields | Check | - | Enable serial and batch input fields in forms | |
| donotupdateserialbatchoncreationofauto_bundle | Do Not Update Serial / Batch on Creation of Auto Bundle | Check | - | Prevent serial and batch updates during auto bundle creation | |
| setserialandbatchbundlenamingbasedonnaming_series | Set Serial and Batch Bundle Naming Based on Naming Series | Check | - | Name serial and batch bundles using defined series | |
| usenamingseries | Have Default Naming Series for Batch ID? | Check | - | Enable default naming series for batch identification | |
| namingseriesprefix | Naming Series Prefix | Data | - | Prefix used for batch or serial naming series | |
| enablestockreservation | Enable Stock Reservation | Check | - | Enable reserving stock against specific demands | |
| allowpartialreservation | Allow Partial Reservation | Check | - | Allow partial quantity reservation when full stock unavailable | |
| autoreservestockforsalesorderon_purchase | Auto Reserve Stock for Sales Order on Purchase | Check | - | Automatically reserve purchased stock for linked sales orders | |
| autoreserveserialandbatch | Auto Reserve Serial and Batch Nos | Check | - | Automatically reserve serial and batch numbers | |
| actionifqualityinspectionisnotsubmitted | Action If Quality Inspection Is Not Submitted | Select | Stop, Warn | System action when quality inspection is missing | |
| actionifqualityinspectionis_rejected | Action If Quality Inspection Is Rejected | Select | Stop, Warn | System action when quality inspection fails | |
| allowtomakequalityinspectionafterpurchaseordelivery | Allow to Make Quality Inspection after Purchase / Delivery | Check | - | Allow quality inspection after purchase or delivery completion | |
| auto_indent | Raise Material Request When Stock Reaches Re-order Level | Check | - | Automatically raise material request at reorder level | |
| reorderemailnotify | Notify by Email on Creation of Automatic Material Request | Check | - | Send email when automatic material request is created | |
| allowfromdn | Allow Material Transfer from Delivery Note to Sales Invoice | Check | - | Allow stock transfer from delivery note to sales invoice | |
| allowfrompr | Allow Material Transfer from Purchase Receipt to Purchase Invoice | Check | - | Allow stock transfer from purchase receipt to purchase invoice | |
| stockfrozenupto | Stock Frozen Upto | Date | - | Date until which stock entries are locked | |
| stockfrozenupto_days | Freeze Stocks Older Than (Days) | Int | - | Freeze stock transactions older than specified days | |
| roleallowedtocreateeditbackdated_transactions | Role Allowed to Create/Edit Back-dated Transactions | Link | Role | Role permitted to manage back-dated stock transactions | |
| stockauthrole | Role Allowed to Edit Frozen Stock | Link | Role | Role authorized to modify frozen stock records |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Stock Manager | ✓ | ✓ | ✓ | |||
| Sales User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Item Group | Links to | Setup |
| Role | Links to | Core |
| UOM | Links to | Setup |
| Warehouse | Links to | Stock |