Instruction

  1. Open the Stock Management screen by clicking Tasks Stock Management Stock Management.

  2. Select the New Stock Movement tab.

  3. Choose the movement type:

    Movement From To Use when
    Receive Supplier Warehouse Stock arrives from a supplier
    Issue Warehouse Field worker Stocking a field worker’s vehicle
    Field worker Return Field worker Warehouse A field worker returns unused stock
    Supplier Return Warehouse Supplier Faulty or excess stock goes back to the supplier
    Warehouse Transfer Warehouse Warehouse Moving stock between warehouses
    Field worker Transfer Field worker Field worker Moving stock between field workers

  4. Select the From and To locations for the movement.

  5. Enter the movement date and the docket number from the paperwork. For returns, also select the Return Reason.

  6. Add the items being moved:
    • Open the Product dropdown and search by product name, SKU or barcode - a barcode scanner can be used directly in the search box. For issues, returns and transfers the list only offers products the From location actually holds, and shows its stock on hand as a hint.
    • Enter the quantity and click Add Item. Repeat for each product on the docket.

  7. Click Post Movement. Stock levels update immediately, and the movement appears on the History tab.

Requisition slips

To print a requisition slip for a field worker allocation or return, open the History tab, select the movement, and click Print Requisition Slip.

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