Inventory
Track stock movements
Use the correct transaction for each change in stock.
Before you begin
Confirm the item and warehouse. Choose the transaction that represents the actual stock movement before entering quantities.
Track stock movements
Review the item, warehouse, and stock balance.
Use Receipts for incoming stock and Issues for outgoing stock.
Use Requests and Approvals for stock that needs review, Transfers to move stock, and Adjustments to correct balances.
Review Inventory reports and the detail record for each movement.
Key concepts & fields
| Concept | What to know |
|---|---|
| Receipt | Incoming stock. |
| Issue | Outgoing stock. |
| Transfer | Stock moved between locations; confirm the source and destination. |
| Adjustment | A correction to a recorded balance. Use it for corrections rather than ordinary incoming or outgoing stock. |
| Request / approval | The review workflow for stock that needs authorization. |
Troubleshooting
The balance is unexpected
Check the item and warehouse, then inspect the underlying movement records and their status.
A transfer appears missing
Check both source and destination and open the transfer record. Do not enter an adjustment simply to duplicate a transfer.