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Stock Transactions
Types of transactions
Receipt (+)
A movement with which the receipt of goods from a supplier is received.
Issue (-)
A movement with which a material consumption, withdrawal or shipment of goods takes place.
Transfer (- +)
A movement from one warehouse or location to another.
Automatic transactions
A receipt transaction is generated automatically, whenever a purchase order is received.
An issue transaction is generated automatically, whenever an item is set to “ready to ship”, either by being scanned complete in the QC station, set to ready to ship in “Order Tracking”, or manually completed from a batch.
Cycle counts will also generate automatic transactions. This may be a positive or negative transaction and will depend on the inventory count.
Step One
Go to “Purchasing Management” and select “Supplier Management”.
Select a supplier from the list and click on “Inventory”.
Step Two
Select a part. It is possible to search for a stock part by clicking on “Filter By”.
Step Three
Click on “Transactions”:
Step Four
View transactions
Manually add a new transaction
Step One
Click on the “+” button to add a new transaction.
Step Two
Enter the required fields.
If the transaction type is “Issue”, “Add” or “Deduct” select a reason from the drop-down.
If transaction type is “Transfer”, select the warehouse and location the stock is being transferred to.
Step Three
Click save to finish.
Reverting a transactions
Step One
Select the transaction you would like to revert and click the revert icon.
Step Two
Confirm to revert transaction.
Step Three
After confirming, a new transaction will be created.
