Stock Transactions

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Stock Transactions

Inventory stock transactions represents any transaction resulting in a change in stock.

Types of transactions:

Receipt (+):

A movement with which the receipt of goods from a supplier is received.

Issue (-):

A movement with which a material consumption, withdrawal or shipment of goods takes place.

Transfer (-+):

A movement from one warehouse or location to another.

Automatic transactions:

  • A receipt transaction is generated automatically, whenever a purchase order is received.
  • An issue transaction is generated automatically, whenever an item is set to “ready to ship”, either by being scanned complete in the QC station, set to ready to ship in “Order Tracking”, or manually completed from a batch.
  • Cycle counts will also generate automatic transactions. This may be a positive or negative transaction and will depend on the inventory count.

View Transactions

 

Step 1:

Go to “Purchasing Management” and select “Supplier Management”.

Select a supplier from the list and click on “Inventory”.

Select supplier from list

Step 2:

Select a part. It is possible to search for a stock part by clicking on “Filter By”.

filter by

Step 3:

Click on “Transactions”:

Click on transactions

Step 4:

View transactions

revert transaction

Manually add a new transaction

Step 1:

Click on the “+” button to add a new transaction.

Add new transaction

Step 2:

Enter the required fields.

  • If the transaction type is “Issue”, “Add” or “Deduct” select a reason from the drop-down.
  • If transaction type is “Transfer”, select the warehouse and location the stock is being transferred to.

enter required fields

Step 3:

Click save to finish.

Click save to finish

Reverting a transactions

Step 1:

Select the transaction you would like to revert and click the revert icon.

revert transaction

Step 2:

Confirm to revert transaction.

confirm reversion

After confirming, a new transaction will be created.

enter required fields

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