The Stock Movement module allows you to receive and issue ordered and reserved Stock Items.

Discover Stock Movement

• Stock Movement Data Grid
• Create New Stock Movement
  • Ordered Item
  • Receive Select Item
  • Reserved Items
  • Issue Select Item

Stock Movement Data Grid

Navigation

Main Menu > Materials > Stock Movement > View

1. Date Filter - This allows you to filter the data displayed in the data grid by date. You are able to toggle between dates by using the arrow buttons.
2. Material - This allows you to view a specific Material Item by selecting the desired Item from the drop-down list.
3. Search Field - This allows you to search for a specific transaction. Select the desired Transaction Type from the drop down list and enter the Transaction number or Tracking number; and click View to find the desired Transaction. You are able to select the following Transactions Types from the Transaction Type drop-down list:
   • PO - Purchase Order
   • SO - Sales Order
   • TO - Transfer Order
   • WO - Work Order
   • CN - Credit Notes
4. Type - This indicates the type of Stock Movement, i.e., Issue or Receive.
5. Date - This indicates when the Stock Movement was done.
6. User - This indicates the User who made the Stock Movement.
7. Module - This indicates the module from where the Stock Movement was done.
8. Doc No. - This indicates the Transaction's number.
9. Code - This indicates the Material Item's unique Code.
10. Item - This indicates the Material Item's description.
11. Category - This indicates the Material Item's Category.
12. Location - This indicates the Material Item's Location.
13. Note - Any notes added to the Stock Movement will be displayed here.
14. Tracking Nos. - This indicates the Stock Movement's Tracking number.
15. Unit Cost - This indicates the Unit Cost of the Material Item.
16. Qty - This indicates the Material Item's in-stock quantity.
17. Unit - This indicates the Unit of Measure.
18. Received - This indicates the quantity received.
19. Issued - This indicates the quantity issued.
20. Base Unit - This indicates the base Unit of Measure of the Material Item.
21. Right-click Menu - By right-clicking on a Sock Movement provides the following functionality:
    • Open linked Material Item- This will open the linked Material Item.
    • View Material Summary - This will open the Material Summary side-panel view.
    • View Job Summary - This will open the Job Summary side-panel view.
22. Menu - The Menu button provides the following additional functionality:
    • Grid Options > Auto Row Height - This will automatically change the Row Height to show the full description in every column of the data grid.
    • Grid Options > Collapse and Expand Groups - If data is grouped, this function will collapse or expand all groups.
23. New - This button allows you to create a new Stock Movement:
    • Ordered Item - This allows you to Receive a Material Item that has been Ordered.
    • Receive Select Item - This allows you to Receive a selected Material Item.
    • Reserved Items - This allows you to Issue Material Items that has been Reserved.
    • Issue Select Item - This allows you to Issue a selected Material Item.

Creating New Stock Movement

See below how to create the following Stock Movements form the Stock Movement Module:

1. Ordered Item
2. Receive Select Item
3. Reserved Items
4. Issue Select Item

1. Ordered Item

Navigation

Main Menu > Materials > Stock Movement > New > Ordered Item

Once you've selected New > Ordered Item, the On Order window will appear, listing all the pending Purchase Orders. See image below:

Simply select the desired Purchase Order and click Receive to receive the linked Material Item.

Once you clicked Receive the Receive window will appear, see image below:

1. Item - Here you will see the Purchase Order No, Material Item description and Location.
2. Qty - This shows the quantity on Order as well as the outstanding quantity.
3. Unit Price - This shows the Material Item's Unit Price.
4. Link to and Note - This indicates the transaction the Material Item is linked to as well a the added notes.
5. Expiry date - This indicates the expiry date of the Transaction.
6. Tracking No - This shows the Tracking number of the Material Movement, you are able to add or remove Tracking numbers here.

Click OK to continue. Once you've clicked OK, the Update Status window will appear, see image below:

The User will be prompted to update the Transaction's Status.

Select the desired Status and click Select. Once the Status has been updated to Received the Purchase Order will be removed from the On Order widow's data grid.

2. Receive Select Item

Navigation

Main Menu > Materials > Stock Movement > New > Receive Select Item

Once you've selected New > Receive Select Item, a Find Material window will appear. See image below:

Select a Material Type form the drop-down list and enter or select a search description, click View to populate the data grid.

Select the desired Material Item you wish to Receive and click Select. Once you've clicked Select, a Select Options window will appear. See image below:

Select the Unit of Measure and select the Location you wish to receive the Material Items in, enter a quantity and click Receive to receive the Material Items.

Once you've clicked Receive, you'll return to the Find Material window.

3. Reserved Items

Navigation

Main Menu > Materials > Stock Movement > New > Reserved Items

Once you've selected New > Reserved Items, the Reserved window will appear, listing all the pending Transfer Orders. See image below:

Select the desired Transfer Order and click Issue to Issue the Reserved Material Items. Once you've clicked Issue the Issue window will appear. See image below:

The Issue window will display the Transfer Order's number, Material Item description and Location, quantity to Issue, Outstanding quantity and Tracking number.

Click OK to Issue the Material Items. Once you've clicked OK, the User will be prompted to confirm the Status change. See image below:

By clicking Yes, the Transfer Order's Status will be set to Issued and the transaction will be removed from the Reserved window.

4. Issue Select Item

Navigation

Main Menu > Materials > Stock Movement > New > Issue Select Item

Once you've selected New > Issue Select Item, a Find Material window will appear. See image below:

Select a Material Type form the drop-down list and enter or select a search description, click View to populate the data grid.

Select the desired Material Item you wish to Issue and click Select. Once you've clicked Select, a Select Options window will appear. See image below:

Select the Unit of Measure and select the Location you wish to Issue the Material Items to, enter a quantity and click Issue to issue the Material Items.

Once you've clicked Issue, you'll return to the Find Material window.