Stock Module

Manage Stock

This module allows users to manage the movement of stocks. It is use to add or remove items on stock.
Stock Module helps you manage your stocks for proper monitoring. You can Add or Remove quantity of items.
Note: Before you can manage your stock, all categories should be already set up.

Starting:

To start, select Modules then select Stock.

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Click Stock then the screen will pop up.

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Search Filters

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Category field – Show the list of categories where we can choose the items we need to manage. The list included on this field was already set up at Category manage module. Select the category of item you want to manage.

Item field – Shows the list of specific item from your selected category that you want to update. Select the Item you want to manage.

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Item Information – Shows the details of the selected items This include the following:

  • Item Code – shows the assigned code of an item.
  • Committed Qty – shows the number of quantity the item was committed. (Committed items are items that was included on bookings)
  • Qty On Hand – Shows the current numbers of quantity an item has on hand.
  • New Qty On Hand – Shows the number or quantity of items will have after adding or removing items.

How to Add/ Remove quantity of an Item in Stock

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Stock Adjustment – This is the field use to add or remove the selected item.

Select the Add on upper right side of the field if you want to add additional quantity of an item. Select Remove if you want to remove number of quantity for an item.

Quantity to add/ Quantity to Remove – Is the field where you input the number or quantity of item you want to Add or Remove

Reason – Is the field where you indicate the reason for adding or removing items.

ADD – This button will save the changes you add on an item.

Remove – This button will save the changes you remove on an item.

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History– This field shows the history of changes for the selected item. Which include below features:

Action Type – shows the what action that cause the adjustment of an item. You can select your preferred action type of item history you want to view.

  • All – Shows all the action type to show the history for the selected item.
  • POS – Action type which means the adjustment or movement of an item was through transaction on POS.
  • Adjusted – Action type which means the adjustment or movement of item was updated through this stock module
  • Delivered – Action type which means the adjustment or movement of item was updated through the delivered item from Orders Manual
  • Returned – Action type which means the adjustment or movement of item was updated through the returned item from Orders Manual

Adjust By – This field can be used to sort history using user name.

From and To – This field is used to show or filter the dates you want to show history. You can select the date you want by selecting the mini calendar on the left side of field.

This table shows the details of history of the selected item.

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  • Action Type– This column show the type of action use for the item.
  • Date – This column shows the date of movement of an item.
  • Adjust Qty -This column shows the number of quantity adjusted.
  • Previous Qty – This column shows the quantity of an item before it was adjusted.
  • Qty Difference– This column shows the difference of quantity of an item after it was adjusted
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  • Adjust By– This column shows the user that adjust the item.
  • Reason – This column shows the reason of adjustment.
  • Refresh Button – Select this button to show the details of an item base on the selected filters that you choose.