Individual Inventory Actions

Individual Stock Transactions namely Add, Withdraw and Transfer can be performed from the Inventory screen or the Item Inventory screen.

Individual Stock Actions in Inventory Screen:

Individual Stock Actions in Item Inventory Screen:

Only Difference between these two entry points is, when a stock Transaction is initiated from Item Inventory screen, The Item and Branch fields get automatically filled with that of the Item Inventory.

All three of these Transaction Types can alter the stock of one Item at a Time. For bulk stock updates either a file upload or a bulk stock transaction (Purchase Bill, Stock Issuance, Stock Take or Supplier Return) should be used.

Stock Add

Field Name	Is Mandatory	Description
Item	YES	Item Name. Type in and select from options.
Branch	YES	Branch to which stock is added.
Cause	YES	Cause for Stock Add.
Quantity	YES	Quantity to add.
Purchase Price	NO	Purchase Price of stock Item. As the form loads, Purchase Price is picked from the same field of the Item. If the actual stock price is different, it can be overridden.
Expiry Date	NO	Expiry data of stocks.
Batch	NO	Batch ID for stock actions.
External Reference	NO	Bill number if present.
Comment	NO	Reason for Stock Add

The “Add” button in the Stock Add Popup can be clicked after filling the form to confirm Stock Add.

Toggle Switches & Conditional Sections

Expired Items Toggle - If the added Items are already expired (in case the user is adding for tracking purposes) this toggle should be switched on.

Update Item Selling Price Toggle - If the User notices a price change of new stock and the User needs to Update Selling Price of the Item at the same time this toggle should be switched on.

New Selling Price can be entered in the Selling Price field that appears.

If the “Add as price hint” toggle is switched on, the new Selling Price will be updated in the Item as a Price Hint.

When Purchase Price is overridden - “Update item purchase price” toggle appears. If checked, the updated Purchase price will be saved in the Item.

Stock Withdraw

Field Name	Is Mandatory	Description
Item	YES	Item Name. Type in and select from options.
Branch	YES	Branch to Withdraw stock.
Cause	YES	Cause for Stock Withdrawal.
Quantity	YES	Quantity to be withdrawn.
Batch	NO	Batch ID for stock actions.
External Reference	NO	Bill number if present.
Comment	NO	Reason for Stock Withdraw.

The “Withdraw” button in the Stock Withdraw Popup can be clicked after filling the form to confirm Stock Withdraw.

Expired Items Toggle - If the withdrawn Items are expired this toggle should be switched on.

Stock Transfer

Field Name	Is Mandatory	Description
Item	YES	Item Name. Type in and select from options.
From Branch	YES	Branch of Stock Deduction from the Transfer.
To Branch	YES	Branch of Stock Addition from the Transfer.
Quantity	YES	Quantity of stock to be transferred.
Batch	NO	Batch ID for stock actions.
External Reference	NO	Bill number if present.
Comment	NO	Reason for Stock Transfer.

The “Transfer” button in the Transfer Stock window can be clicked after filling the form to confirm Stock Transfer.

Expired Items Toggle - If the transferred Items are expired this toggle should be switched on.