This help article explains how the system automatically handles sales stock transactions for stock products and how transactions can be entered or edited manually if necessary. The article also includes information on how purchase-side and manual stock transactions are handled.
CONTENTS
The system automatically generates sales stock transactions for stock products. Transactions can also be entered or edited manually if necessary.
Sales stock transactions
Sales stock transactions are recorded automatically for stock products.
- An Offer does not create a stock transaction and therefore does not affect stock quantities or values.
- A sales order reserves the stock product from the stock
- A Sales invoice changes the reservation to a withdrawal and updates the stock value.
- A Credit note makes a reverse stock entry.
Purchase stock transactions
On the purchase side, stock entry is generated through a purchase order or purchase invoice. In handling a purchase invoice received as an E-invoice, the stock transaction proposal row can be skipped by not selecting the product on the row.
New stock transaction manually
The user can also create a new stock transaction without the aforementioned automated functions. The function to create a new stock transaction is found under the Stock heading in the "New stock transaction" section. First, select the desired product, desired stock, desired quantity, and correct transaction type for the transaction. Only after these should you address the price, as some transaction types update the purchase price. The Delivery date determines on which day the transaction is recorded in the stock. If FIFO is in use, a batch number can also be assigned for tracking purposes. Entries to the stock occur only after pressing the Save button.
Additional new transaction rows can be added from the "Add new transaction rows x pcs" link on the right side. Multiple rows can be added at once. There is also a mass function in the lower left corner if you want to update certain information for all selected rows. Once the desired mass function is selected, changes are applied to the transaction rows with the Execute button. The Payment does not yet update changes to the stock, but after that, changes are saved normally to update them to stock transactions.
Keywords: Stock transactions, stock entry
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