Everything you need to know about stock transactions
Create stock movements, stock takes and duplicate stock items
9 articles
- Next Generation - Create a stock movementA guide to recording stock movements, covering how to access the screen and enter a transaction.
- Next Generation - Explanation and examples of the different stock adjustment typesA 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 - The Stock Take screenA guide to the Stock Take screen, covering how to access and navigate stock takes, apply filters, configure columns, and export data.
- Next Generation - Create a stock takeA guide to creating stock takes, covering how to access the screen and progress through the four stages of the wizard.
- Next Generation - Populate Stage 1 for a stock takeA 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 2 for a stock takeA 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 3 for a stock takeA 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 - Cancel and re-open a stock takeA 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 - Duplicate a stock takeA 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.