Waste Management

This help explains how to handle a spoiled, broken, or lost product in stock by marking it as waste and reducing it from stock.

CONTENTS

• Recording waste

If a product in stock becomes spoiled, broken, or lost, the waste is recorded in stock with its own stock transaction type. This way the product is reduced from the stock balance.

Recording waste

You can handle waste by first creating a dedicated stock transaction type for waste and then a stock transaction where you record a negative quantity for the product.

Open Products > Stock transaction types and create a new stock transaction type for waste as follows:

1. Select the Other transactions option.
2. Create a new stock transaction type, for example named Waste.

The stock transaction type can be created under the Other transactions option.

When the stock transaction type for waste has been created, create a new stock transaction as follows:

1. Select Create new stock transaction.
2. Select Other transactions as the transaction type.
3. Select the created Waste as the transaction subtype.
4. Record a negative quantity for the product according to how many units the waste concerns.
5. Save the stock entry.

A negative quantity reduces the product’s stock balance. In the example below, -1 pc of the product has been recorded as waste, which reduces the product in stock by 1 unit. The transaction type is the created waste, and the entry is saved.

You can track the amount of waste with the stock transaction report. Proceed as follows:

1. Retrieve the stock transaction report and open Extended search.
2. Set the desired delivery date up to which the waste is reviewed.
3. Filter the report by the stock transaction type Waste.

The report shows all stock entries where the Waste type has been used.

Frequently asked questions

How do I reduce a spoiled or broken product from stock?
Create a stock entry for the product with a negative quantity using the stock transaction type created for waste. The entry reduces the product’s stock balance.

Why should I create a dedicated stock transaction type for waste?
A dedicated stock transaction type, for example “Waste”, makes it possible to filter and review waste separately in the stock transaction report.

How can I track the amount of waste?
Retrieve the stock transaction report, open Extended search, set the desired delivery date, and filter the report by the Waste type. The report shows all stock entries where the Waste transaction type has been used.

Does recording waste affect the stock balance?
Yes. A waste entry made with a negative quantity reduces the product’s stock balance by the number of units recorded as waste.

Keywords: Waste

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