How to Create and Complete a Stock Management Record

The Stock Management dataset is used to adjust the balances of stock and add an opening balance.

Locate the Stock Management Dataset

1. Select Stock category, then Stock Management:

2. Select New Record>Stock Management or hit Insert on your keyboard.
3. Complete the field(s) required.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Created By User	This will default to the user logged in
Date Adjusted	This will default to today’s date
Transaction Type	Adjustment/Stock Take for example, if you select Opening Balance the only tab you should see is the Stock Receipts, see Step 10
Business Unit	Defaulted to the users Business Unit, however is changeable
Group Company	Defaulted to the users Group Company, however is changeable
Stock Office	Select the stock office the goods will be stored in
Stock Location	Select the stock location the goods will be stored in
Stock Management (hdr)
Notes	Text field to store additional information on the record

Add a Stock Adjustment Record

This tab allows the user to modify the qty assigned to a specific location. For example, if the stock balance in the system of Part No 622 in the Altens Office, Graphix House location is 20 and a stock take verifies that the actual qty is 18. This tab is where you will go within the database to amend the available qty.

4. Select New Record>Stock Adjustments or select the Stock Adjustments tab and hit Insert on your keyboard.

5. Enter the relevant part number into the Our Part No field, or use the binoculars to search for the part number:

6. Enter the new qty into the New Qty field:

7. Select an Aisle, Rack, Row and Bin Location (These must match the current location details of the Stock number you’re adjusting):

8. The system will calculate the adjustment values as shown:

Select Save, then Close to return to the Stock dataset.

Note: Select Next to create additional Stock Adjustment records.

9. Select Functions>Complete to verify the adjustment.

Select Yes to continue or No to cancel the operation.

Add a Stock Receipts Record

This tab allows the user to receipt in additional qty’s to a specific location. For example, if there are a qty of 20 of part number 622 received, the user will create a stock receipt to record the additional items.

10. Select New Record>Receipts or select the Stock Reciepts tab and hit Insert on your keyboard.

11. Enter the relevant part number into the Our Part No field, or use the binoculars to search for the part number:

12. Enter the value received in the Qty Received field:

13. The system will automatically default the Aisle, Rack, Row and Bin locations, however these fields can be amended if required:

Select Close to return to the Stock dataset.

14. Select Functions>Complete.

Select Yes to continue or No to cancel the operation.