Add Stock

Add stock items that have been found in the warehouse, which are not recorded in the Stock Control module.

The addition of multiple items and locations can be made at one time.

Record discovered stock

Open: Stock Control > Rapid Entry Stock Movements > Add Stock (Rapid Entry)

In the Default Values section, set any values which will default to all lines as they are entered.

Date The default Transaction Date.

Reference
The default Transaction Reference. This reference will be recorded in Stock History and Nominal Ledger postings (if applicable).

Second Ref
The default Transaction 2nd Reference. This reference will be recorded in Stock History.

Warehouse
The default Warehouse location to add stock into. If no default warehouse is entered, it must be selected for each line.

In the Enter Stock Records section, record the details of each stock addition.

Code
Enter or select the Stock Item. Once entered, the Item Name and Stock Unit will be displayed.

Date
The Transaction Date. This date will be used for Stock History and Nominal Ledger postings (if applicable).If a default date was entered above it will default to that date; otherwise it will default to the current date.

Reference
The Transaction Reference. This reference will be recorded in Stock History and Nominal Ledger postings (if applicable).

Second Ref
The Transaction 2nd Reference. This reference will be recorded in Stock History.

Warehouse / Bin
The Warehouse location and Bin to add stock into. If no default warehouse is entered, it must be selected for each line. If Multiple Locations is not enabled, the HOME warehouse and Unspecified bin will be selected automatically.

Quantity
Enter the Quantity of stock discovered. Up to five decimal places can be used unless the item is serial numbered, where it is limited to a whole number. If the item is traceable, the traceable details entry screen is automatically opened.

Cost Price
Enter the Unit Cost to be used for the item. The default cost price will be the current Average Buying Price of the item, or the Standard Cost if the item cost method is set Standard.

Record batch/serial numbered items

The details displayed, depend on the type of stock and whether it has associated batch or serial numbers.

a. Enter a batch/serial number for each item.
b. Enter additional information if applicable (alternative ref, sell by date and use by date).
c. Batch item only: in the Quantity column enter the batch quantity expressed in the item’s stock unit.
d. If required, enter your Attributes for this stock item.
e. Click OK.

Tip: When dealing with batch/serial numbered items you can also use:

  • Auto Create Nos: To quickly generate serial numbers click Auto Create Nos. Provided you are using numeric serial numbers, the system increments the first number you enter by one until each item has an assigned number.