In/Out transactions

In/Out transactions record a stock movement straight away, without approval. To require approval first, use Request inbound.

The list also shows movements created elsewhere, such as lost goods, audit balances and POS orders. Colored tags show the source and destination type.

Good to know

You need the In/Out create permission to record a transaction.

View transactions

In the sidebar, under Management, click In/Out transactions. The list shows the last 7 days. To change the period, click the date range and pick a preset such as This year. You can also search by code or material, and filter by type, source or destination.

In/Out transactions

Record a transaction

1. Start a new transaction

   Click Add New.

2. Choose the reason and the warehouses

   Field	What to enter
   Choose reason of the form *	Import vendor to warehouse, Return from warehouse to vendor, Distribution from warehouse to retail location, or Transfer warehouse to destruction.
   Code	Filled in for you. You can type your own.
   From *	The source vendor or warehouse.
   Transfer date	Defaults to now. Future dates are not allowed.
   To *	The destination. For destruction it is fixed to Destruction.

3. Add the materials

   Under Material details, choose each Material, its Measure and Quantity, and the Unit cost where shown. Click Add Item for more lines, or Upload to import from Excel.

   

   Create transaction: moving stock between warehouses

4. Create

   Click Create. Stock changes immediately.

Warning

Transactions cannot be edited or deleted. To correct a mistake, record a movement in the opposite direction, or use an inventory audit.