Financials & FinOps

A guide to recording stock movements, covering how to access the screen and enter a transaction.

Next Generation - Create a stock movement

A guide to the five stock movement types, covering when and how to use Adjustment, Opening Balance, Purchase, Sales, and Write Off movements to reflect different inventory changes.

Next Generation - Explanation and examples of the different stock adjustment types

A guide to the Stock Take screen, covering how to access and navigate stock takes, apply filters, configure columns, and export data.

Next Generation - The Stock Take screen

A guide to creating stock takes, covering how to access the screen and progress through the four stages of the wizard.

Next Generation - Create a stock take

A guide to Stage 1 of the Stock Take wizard, covering how to access the screen, select stock items, and complete the available fields before progressing to Stage 2.

Next Generation - Populate Stage 1 for a stock take

A guide to Stage 2 of the Stock Take wizard, covering how to enter counted quantities, add additional items, and progress to Stage 3.

Next Generation - Populate Stage 2 for a stock take

A guide to Stage 3 of the Stock Take wizard, covering how to review variances, flag items for recount, and complete the stock take to generate automatic stock adjustments.

Next Generation - Populate Stage 3 for a stock take

A guide to cancelling and re-opening stock takes, covering the eligible statuses for each action and the steps to complete them from the Stock Take screen.

Next Generation - Cancel and re-open a stock take

A guide to duplicating stock takes, covering how to create a new stock take from an existing one and the available options during the duplication process.

Next Generation - Duplicate a stock take

Create stock movements, stock takes and duplicate stock items

Everything you need to know about stock transactions

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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