01What it is
A goods issue takes material off stock when it leaves for a recipient: a customer from the files or someone outside them. A transfer takes material off the source store and adds it to the target store.
A document starts as a draft. Until it is settled you edit the items and details without touching stock. A draft can be deleted.
A settled document changes the stores' stock and can no longer be edited or deleted. A free-text item, with no product from stock, does not change stock.
- GOODS ISSUE
- Material leaves for a recipient.
- TRANSFER
- Material changes store.
- SETTLEMENT
- The only point where stock changes.
02What it is for
Move material
A transfer from the base to a project or between stores.
Issue to a customer
A goods issue with a recipient and unit price.
Edit without risk
A draft does not touch stock, so you can change items freely.
Know the value
The Value settled tile from the item unit prices.
03Main options
Documents are two tabs, goods issues and transfers, and the document record with its items and settlement.
Two tabs of documents
Tiles: goods issues or transfers in total, Drafts, Settled and Value settled.
- Columns: document, recipient or target warehouse, date, items, value, status
- Search by number and recipient, warehouse filter
- Row menu: record, edit, settle and delete a draft
Goods issue or stock transfer
The document window depends on the tab you open it from.
- The location the material leaves from, and the document date
- Goods issue: a customer from the files or a recipient not in the files
- Transfer: a target warehouse different from the source
Items and settlement
Tiles with the value, document state and source warehouse.
- Add an item: a product from stock or a free-text item
- Quantity and unit price
- Issue the goods or Transfer the goods changes stock
04Tasks step by step
- STEP 1Open Modules › Materials › Stock documents, the Transfers tab.
- STEP 2Choose New transfer, pick the source and target warehouses and save.
- STEP 3On the document record add items from stock with quantities.
- STEP 4Once the material has physically moved, choose Transfer the goods.
- STEP 1In the Goods issues tab choose New goods issue.
- STEP 2Pick the customer from the files or type in the recipient, the location and the date.
- STEP 3Add items with a unit price and choose Issue the goods.
- STEP 1A transfer prepared on the surplus screen waits here as a draft.
- STEP 2Check the items and settle it once the material has actually been moved.
05Actions
The most common tasks around stock documents.
New goods issue
Material leaves for a recipient.
New transfer
Material changes store.
Add an item
A product from stock or free text.
Issue or transfer the goods
Settlement changes stock.
Delete a draft
Stores' stock stays unchanged.
06What it connects to
Choose a module to see what a settled document changes.
Stock levels
Settlement records sale or transfer movements in stock.
Go to the topicStock levelsCustomers
You pick the goods issue recipient from the customer files.
Go to the topicCustomersStock rotation
Movements from documents count towards rotation.
Go to the topicStock rotation