Add stock
Add stock items that have been found in the warehouse, which are not recorded in the Stock Control module.
To record discovered stock
Open: Stock Control > Adjustments > Add Stock.
- Select the Stock item.
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Enter details in the following tabs.
Details- If you are using more than one location to store your stock, select the Warehouse that you intend to record the stock item to, using the drop-down list.
- Enter the Quantity of stock discovered (up to five decimal places).
- Accept or amend the Unit cost price.
- Accept or amend the movement Date.
- Enter References for the movement (optional).
Analysis-
If required, select the Value for the relevant Analysis codes from the drop-down lists.
Click New value to add a value to this analysis code.
Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.
- Enter text into the Memo box to include additional information about the transaction (optional).
- If the system is set to post to the Nominal Ledger, specify the Nominal posting accounts.
- Accept or amend the displayed nominal accounts.
- Enter a Narrative description to be added to the nominal postings (optional).
Stocking LevelsUse this tab to enquire on warehouse stocking levels.
- Select the warehouse you want to enquire on using the drop-down list. The stocking levels are displayed.
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Click Save (or Proceed).
Note: If the stock items use batch/serial numbered items, the button is renamed Proceed. Click Proceed to assign the batch/serial numbers.
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Assign serial/batch numbers to traceable stock items.
This is only applicable if the item is set to require batch/serial numbers during the goods in process.
To assign serial/batch numbersThe details displayed, depend on the type of stock and whether it has associated batch or serial numbers.
- Enter a batch/serial number for each item.
- Enter the additional information if applicable (alternative ref, sell by date and use by date).
- Batch item only: in the Quantity column enter the batch quantity expressed in the item's stock unit.
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If required, enter your attributes for this stock item.
You can choose to apply the attributes to all items that do not have any attributes.
- Click OK.
Tip:When dealing with batch/serial numbered items you can also use:
- Auto Create Nos: To quickly generate serial numbers click Auto Create Nos. Provided you are using numeric serial numbers, the system increments the first number you enter by one until each item has an assigned number.
- Find: To search for batch/serial numbered items.
- Show details: To view further information such as the item's supplier and goods in details.
- Split Batch: To divide a batch.
- Delete: To delete the serial or batch number from the list.