Description
Manage your inventory from here
Tabs
Common Actions
Adjust Stock
Use this form to manually add or remove stock from inventory
- Date - Date the stock adjustment is made
- Posting Date - Date the adjustment will be posted to the inventory sub-ledger
- Quantity - Amount of stock to adjust
- Price - Per Unit Price Stock was received at. If it is a negative adjustment, this is disabled as the cost basis is used
- Item - Item adjusted
- Warehouse - Warehouse Item is added to or removed from
- Adjustment Ledger Account - Ledger Account impacted by adjustment
- Currency - For positive adjustments, the currency the price field uses
Transfer Stock
Use this to transfer stock from one warehouse to another
- From Warehouse - warehouse to pick stock from
- To Warehouse - warehouse to put stock
- Item - Item to transfer
- Quantity - Number of items to transfer
- Date - Date transfer takes effect
Summary
This tab provides an overview of all your stock on hand at the current date
Columns
- Item - Click to view item details: Item Detail
- Warehouse - Click to view warehouse details: Warehouse Detail
- #In Stock - Quantity of stock on hand for this item at the warehouse
Adjustments
This tab provides a view of all the historical adjustments to stock.
Columns
- Item - Click to view item details: Item Detail
- Warehouse - Click to view warehouse details: Warehouse Detail
- #In Stock - Quantity of stock on hand for this item at the warehouse
- Journal - View the journal created from this adjustment.
- Type - One of 'adjustment', 'transfer', 'fulfill', 'receive', 'production'.
- Ref. - Reference to a link document (Sales Order, Purchase Order, Production)
- Qty Adjusted - Positive or negative adjustment amount.
- Running Qty - amount in stock at the time of that adjustment.
- Currency - For a positive adjustment, the currency the price field uses.
- Price - For a positive adjustment, the cost each item was received at.
- Cost Basis - For a negative adjustment, the cost basis and linked cost layers calculated for this adjustment.
Transfers
View a list of stock transfers from this page
Columns
- Item - Click to view item details: Item Detail
- From Warehouse - Warehouse transferred from. Click to view warehouse details: Warehouse Detail
- To Warehouse - To Warehouse transferred from. Click to view warehouse details: Warehouse Detail
- Date - Date of the transfer
- QTY Transferred - Amount of stock transferred