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Orders, stock and shipping

Find orders and products, prepare and validate shipments, record stock movements. Stock and shipping writes are mostly used by the Warehouse profile, which is being validated in real conditions.

Search orders#

Search orders by reference or customer, filter by status.

Property Value
Identifier order.search
Type Read
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Bound, with limits
Profiles Sales, Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Which of my orders are being delivered?

Limits under ERPNext :

  • value “en_cours” of status refused — Aucun statut ERPNext de commande n'équivaut à « en cours » (expédition partielle) sans approximation.

Check an order's availability#

Check whether stock allows an order to be prepared: for each line, ordered quantity and available physical stock, with missing lines flagged.

Property Value
Identifier order.availability
Type Read
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Do I have everything in stock for this order?

Search products#

Search a product by reference or label in the ERP catalog.

Property Value
Identifier product.search
Type Read
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Sales, Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Is there an “Office licence” product in the catalog?

Search shipments#

Search shipments by reference or customer, filter by status.

Property Value
Identifier shipment.search
Type Read
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Which shipments are ready to go?

Create a shipment#

Prepare, as a draft, the shipment of a whole order from a single warehouse.

Property Value
Identifier shipment.create
Type Write — confirmation required (irreversible)
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Prepare the shipment for order CO2610-0042.

Validate a shipment#

Validate a prepared shipment.

Property Value
Identifier shipment.validate
Type Write — confirmation required (irreversible)
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Validate this shipment.

Stock issue#

Record a product leaving stock from a warehouse.

Property Value
Identifier stock.issue
Type Write — confirmation required (irreversible)
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Take 2 ink cartridges out of the main warehouse.

Stock receipt#

Record a product entering a warehouse.

Property Value
Identifier stock.receive
Type Write — confirmation required (irreversible)
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Receive 10 RJ45 cables into the main warehouse.

Stock transfer#

Move a product from one warehouse to another.

Property Value
Identifier stock.transfer
Type Write — confirmation required (irreversible)
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

Move 3 switches from the main warehouse to van 2.

Get a warehouse brief#

Summarize what has to go out: validated orders to prepare (most urgent first), orders being shipped and draft shipments to validate.

Property Value
Identifier warehouse.brief
Type Read
Required permissions the user's permissions in the ERP
Dolibarr Available — Dolibarr 18.0 to 23.0 (latest tested version)
ERPNext Not available
Profiles Generic, Warehouse (being validated)
AI assistants (MCP) Offered if your profile and permissions allow it

Examples :

What has to go out today?


See also : Catalog overview · Dolibarr compatibility · ERPNext compatibility