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Resources and stock

When to use​

Use Resources to register materials, categories, suppliers, stock, and transactions used by the operation.

Pre-conditions​

  • Logged in.
  • Organization selected.
  • Permission to manage resources.

Sample data used​

  • Category: Insumos Demo.
  • Supplier: Fornecedor Demo.
  • Material: Substrato Demo.

Step by step​

Categories​

  1. Go to /:organizationId/resources/categories.
  2. Create a category before registering materials.
  3. Save.

Resource category list

Expected result: the category appears as an option in the resource registration.

Suppliers​

  1. Go to /:organizationId/resources/suppliers.
  2. Register a fictitious supplier in the sandbox.
  3. Save.

Supplier list

Expected result: the supplier becomes available for linking to materials.

Materials​

  1. Go to /:organizationId/resources/list.
  2. Create a material or resource.
  3. Link category and supplier when the fields exist.
  4. Save and review the listing.

Material list with records

Expected result: the material becomes available for stock, transactions, and association with crops.

Stock​

  1. Open the material in the resource list.
  2. Enter initial stock or adjust stock as the screen allows.
  3. Correctly record unit and quantity.

Expected result: the material's balance is updated.

Material registration also defines minimum and maximum stock, cost per unit, and whether the resource allows negative stock.

Transactions​

  1. Go to /:organizationId/resources/transactions.
  2. Check inflows, outflows, and adjustments.
  3. Filter by material or period when available.

Each transaction has type IN (inflow), OUT (outflow), or XFR (transfer/adjustment), plus quantity, unit cost, and total cost.

Expected result: transactions explain the stock's evolution.

Shortage forecast​

  1. Go to /:organizationId/resources/shortage-forecast.
  2. Check materials at risk of shortage.
  3. Use the data to plan purchases or stock adjustments.

Material shortage forecast

Expected result: the forecast helps anticipate input shortages.

Detailed consumption​

  1. Go to /:organizationId/resources/detailed-consumption.
  2. Check consumption by resource, period, or plan when filters exist.
  3. Compare consumption against plans and tasks.

Expected result: detailed consumption shows where materials were used.

Errors and empty states​

  • Empty list: create a category and a supplier before a material.

    Empty material list

  • Insufficient stock: review balance, unit, and related plan.