- See what is low
Open Stock status for the day and look at the products at or below their Minimum stock. Tell the purchase clerk what to order (Stock status, Minimum, maximum and reorder levels).
- Goods on the road
Start a Branch Stock IN on Stock Transfer: its Transfer no list shows the branch stock outs sent to your branch and not yet received. Receive what has arrived (Send stock to another branch).
- Receive goods
Check the delivery against the supplier's paper, then the purchase clerk enters the Goods received note. Check that the quantity and the warehouse are right (Receive goods with a goods received note). Products that need batches or serial numbers need them entered now (Batch, expiry date and serial number tracking).
- Issue goods for delivery
A Goods delivery note takes the goods out for a customer before the invoice. Check the warehouse on each line (Deliver goods with a goods delivery note, Which warehouse a document line uses).
- Move stock
A Stock Transfer from the store to the shop floor, or between warehouses. Keep the proposed Rate (Move stock between warehouses with a stock transfer).
- Write off or correct
A Stock adjustment for damaged, broken or expired goods, with the right Adjustment reason (Adjust stock: counts, damage, expiry and write-offs).
- A product is missing on the screen
Check that it is not locked, that it is for the right side (sales or purchase) and that the warehouse's product list includes it (Why a product is not offered on a document).
- Count a section
Count one shelf or one warehouse against the Stock summary and enter the differences as adjustments (Count the stock and correct the differences).
- Old stock
Look at the Product aging report for slow movers and tell the manager (Product aging report).
- Count and report
Count the fast-moving products, adjust, and hand the Stock summary with value to the accountant (Stock summary, Stock valuation: what your stock is worth).
- Full count
Count every warehouse, enter the adjustments inside the year, and sign the count sheet (Count the stock and correct the differences, Closing stock in the profit and loss, the balance sheet and the year end).
Before you start
- Enter adjustments on the day they happen: a new adjustment cannot be dated before one already saved in your branch (Adjust stock: counts, damage, expiry and write-offs).
- Before a count, pause entry or print the Stock summary again just before you enter the differences: a sale or a purchase saved in between makes the count out of date (Count the stock and correct the differences).
- A product with stock that is missing from Stock status may be locked. Services are never listed there (Stock status).
End of the day
- Every adjustment of the day has the reason that says what happened, and a note such as "Count of 31 Ashad, main store". The Stock adjustment summary then shows how much was lost to each reason (Count the stock and correct the differences).
- No adjustment was saved with a rate of 0 by mistake: goods brought in at 0 have no value, which makes their later sale look like pure profit (Adjust stock: counts, damage, expiry and write-offs).
- An approved adjustment that was wrong is not deleted: make a new one with the opposite reason (Edit, delete and approve a transfer or an adjustment).
- Every Branch Stock Out you sent today is either received by the other branch or expected: until then the goods are in neither branch's stock (Send stock to another branch).