Managing Charges and Discharges

This guide explains how to manage stock charge and discharge operations in Distritour. A charge is an operation that transfers stock from the warehouse to a selected carrier. A discharge is the inverse operation, which transfers stock from a carrier (or another source) back to the warehouse.

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Table of Contents

1. Accessing the Modules
2. Charges Overview
3. Creating a Charge
4. Discharges Overview
5. Creating a Discharge
6. Editing and Deleting

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1. Accessing the Modules

In the left sidebar, go to Operations, then click on:

• Charges — to manage stock transfers from the warehouse to carriers.
• Discharges — to manage stock returns back to the warehouse.

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2. Charges Overview

The charges page displays a table with all recorded charges.

Main columns:

Column	Description
ID	Unique identifier for the charge.
Carrier	The carrier receiving the stock.
Date	Date and time of the charge.
Sell Amount	Total value of charged stock (selling price).
Buy Amount	Total value of charged stock (purchase price).
Items	Items charged to the carrier.

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3. Creating a Charge

Steps to Create

1. At the top of the charges page, click the + Add or Create button.
2. A form opens where you must fill in the following fields:

Field	Type	Description
Carrier	Selection	Select the carrier who will receive the stock.
Operation Date	Date/Time	Set the date and time of the charge.
Items	Table	Add the products and quantities to charge.

3. Click Save to confirm the charge.

Example Workflow

• A warehouse manager prepares a route for a carrier.
• They create a charge by selecting the carrier and the stock products.
• The stock is transferred to the carrier's inventory.
• The carrier can now sell these products during their route.

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4. Discharges Overview

The discharges page displays all stock returns to the warehouse.

Main columns:

Column	Description
ID	Unique identifier for the discharge.
Carrier	The carrier returning the stock.
Date	Date and time of the discharge.
Sell Amount	Total value of returned stock (selling price).
Buy Amount	Total value of returned stock (purchase price).
Items	Items discharged.
Total Quantity	Total number of items returned.

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5. Creating a Discharge

Steps to Create

1. At the top of the discharges page, click the + Add or Create button.
2. A form opens with the following fields:

Field	Type	Description
Carrier	Selection	Select the carrier returning the stock.
Operation Date	Date/Time	Set the date and time of the discharge.
Items	Table	List the products and quantities being returned.

3. Click Save to confirm the discharge.

Use Cases

• A carrier finishes their route and returns to the warehouse with unsold stock.
• A manager creates a discharge to record the returned products.
• The stock is reintegrated into the warehouse inventory.

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6. Editing and Deleting

Editing an Operation

1. In the table, locate the operation to edit.
2. Click the Edit icon or Edit button.
3. Adjust the required fields.
4. Click Save to confirm the changes.

Deleting an Operation

1. Select the operation to delete.
2. Click the Delete icon or Delete button.
3. Confirm the deletion in the dialog box.

⚠️ Warning: Deleting an operation is permanent and affects inventory.

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Change History

Every change made to this record is captured automatically, for example a change to the quantities, prices or items of an operation, or the amount paid.

The changes can be seen in the change history table, on the operation page. For each change, it shows:

• what happened (added, modified)
• the field concerned, with its old value crossed out and its new value
• the user who made the change and the date and time

This lets you know who changed what, and when.