Add store accounts

[UplandsDynamic]

#Preliminary scope

Backend

Add database for each 'store manager' user. Change stock xfer process to add units to store database, rather than simply delete from warehouse database (as currently the case). Add a 'stocktake' process to calculate a report, as detailed below.

Database schema

Duplication of warehouse database schema, with exception of:

+ 'opening_stock' column
+ 'closing_stock' column
+ 'xfer_price' column (unit price of stock as xferred)
+ 'selling_price' column (current unit price of stock as sold in the shop)
- 'unit_price' column

Report generation

Recorded data

• Opening stock (opening_stock as of datetime of last stocktake)
• Closing stock (closing_stock as of datetime 'now' at current stocktake process)

Processed data

Values for each line

a) Differential for all sales & loss (opening_stock - closing_stock)
b) Xfer price value for all units lost or sold ((opening_stock - closing_stock) * xfer_price)
c) Selling price value for all units lost or sold ((opening_stock - closing_stock) * selling_price)
d) Differential between total xfer price & total selling price, for a line ( (c) - (b) ) *See note (1)

Values for total store

e) Total xfer price value of all stock lines sold or lost since last stocktake process (Σ(b))
f) Total selling price value of all stock lines sold or lost since last stocktake process (Σ(c))
g) Total differential for all stock lines, between xfer price & selling price (Σ(d)) *See note (1)

Database maintenance processes

• Following completion of stocktake process, closing_stock data is copied to opening_stock, then emptied.

UI

Build a dedicated UI for store databases, to allow store managers to:

• View their own store's stock holding record
• Submit a stock count (closing_stock) & trigger the generation of stocktake reports

Notes

1. Whilst the differential may be indicative of a store's sales performance, it cannot be considered "profit", because actual sales, shrinkage and loss (both known and unknown) are not recorded. Therefore, the differential is not synonymous with sales and profit in this model. It may merely suggest that, had the differential consisted entirely of sales at the selling price - with no units being subject to loss or shrinkage - the differential would have been representative of "store profit" under those improbable circumstances.

[UplandsDynamic]

Released in version 4.0.0