Allocating Stock - Revision history

Optiwiki at 14:49, 30 May 2022

2022-05-30T14:49:15Z

2022-05-30T13:21:28Z

‎Other Stock Transactions

2022-05-30T13:19:27Z

2022-05-30T12:56:36Z

2022-05-30T12:55:37Z

‎Transfer In=

2022-05-30T12:55:22Z

2022-05-30T12:55:05Z

2022-03-10T13:24:04Z

2022-03-10T13:23:34Z

Created page with "==Adding Stock== ==Other Stock Transactions=="

New page

==Adding Stock==

==Other Stock Transactions==

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 In order to add a Stock In transaction to a product you need to do the following:
 *From the main Stock screen, select the product you wish to add stock to.
 *Once selected, the stock levels grid will appear to the top right of the screen.

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 ===Adjustment===
-An Adjustment transaction allows you to adjust an existing Stock In transaction up or down depending on the scenario.
+An Adjustment transaction allows you to adjust an existing Stock In transaction up or down depending on the scenario. When creating an Adjustment transaction, you will be ask which Stock In transaction you wish to adjust.
 ===Return===
-A Return transaction allows you to reduce a Stock In transaction for the specific reason of returning stock to a Supplier.
+A Return transaction allows you to reduce a Stock In transaction for the specific reason of returning stock to a Supplier. When creating a Return transaction, you will be ask which Stock In transaction you wish to adjust.
 ===Write Off===
-A Write Off transaction allows you to reduce a Stock In transaction for the specific reason of writing stock levels off.
+A Write Off transaction allows you to reduce a Stock In transaction for the specific reason of writing stock levels off. When creating a write off transaction, you will be ask which Stock In transaction you wish to adjust.

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 ==Adding Stock==
-In order to add stock levels to your products you need to do the following:
+Initially, you can add stock levels to products by using Stock In transactions. You can have multiple Stock In transactions per product, but the software won't start adjusting stock levels without at least 1 Stock In transaction on a product.
 *From the main Stock screen, select the product you wish to add stock to.
 *Once selected, the stock levels grid will appear to the top right of the screen.
 *Next, double click on the stock level you wish to increase.
-*Choose a Date for your Stock Transaction.
+*Choose a Date for your Transaction.
 *Now choose 'Stock In' from the Type drop down.
 *You can then enter a Quantity, an alternate Cost Price and a Reference.
-*Click Save in the toolbar, and your stock transaction will be displayed in the list.
+*Click Save in the toolbar, and your Stock In transaction will be displayed in the list.
 ==Other Stock Transactions==
 ===Transfer In===
 ===Transfer Out===
 ===Adjustment===
 ===Return===
 ===Write Off===

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 ==Other Stock Transactions==
-===Transfer In====
+===Transfer In===
 ===Transfer Out===

← Older revision		Revision as of 12:55, 30 May 2022
Line 1:		Line 1:
	==Adding Stock==		==Adding Stock==
		+	In order to add stock levels to your products you need to do the following:
		+	*From the main Stock screen, select the product you wish to add stock to.
		+	*Once selected, the stock levels grid will appear to the top right of the screen.
		+	*Next, double click on the stock level you wish to increase.
		+	*Choose a Date for your Stock Transaction.
		+	*Now choose 'Stock In' from the Type drop down.
		+	*You can then enter a Quantity, an alternate Cost Price and a Reference.
		+	*Click Save in the toolbar, and your stock transaction will be displayed in the list.

	==Other Stock Transactions==		==Other Stock Transactions==
		+	=Transfer In==
		+
		+	=Transfer Out=