Adjust stock without a purchase order

Stock goes down when parts are used on a job. These three actions record everything else. Parts received on a purchase order are recorded on the order instead. See Receive and close a purchase order.

Start by clicking Parts on the rail and clicking the part.

Receive stock

1. Click Receive.
2. Enter the Quantity received, the Unit cost paid, who it came From, and the Order or invoice number.
3. Click Save.

Count stock

Use this after a stocktake, or when a part shows "Below zero: count it."

1. Click Count.
2. Enter How many are there now, and a note such as "Annual count".
3. Click Save.

The on hand figure is set to your count, and the difference is recorded.

Return stock

Use this for parts taken out for a job and not used.

1. Click Return.
2. Enter the Quantity returned and a note such as "Not used on the job".
3. Click Save.

Related

• Check stock levels
• Add a part