No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Massive 50% off 2nd Year. Pay by 30th Sept 2021.

Stock Locations

The Location shown when working with Products is based on information entered when:

  • A Product is purchased: a Purchase Order is created and the Purchase For field is used to select a Location for the stock.
  • When a shipment for a Purchase Order is marked as received: the stock will automatically increase the In Stock figure at the Location that was specified.

Selecting the Location for a Purchase Order using the Purchase For field

 

 

 

 

 

 

 

 

 

 

 

  • A Product is manufactured: a Work Order is created and the Location field is used to determine where the Output Products will be stored.
  • When the Work Order is completed: the stock will automatically increase the In Stock figure at the Location that was specified.

Selecting the Location for a Work Order output to be stored

 

 

 

 

 

 

 

 

 

 

  • Virtual Products: you can specify when a Product is virtual and does not have a fixed Location – when you create a new Product, just tick the Is Virtual box and ensure the Physical box is unticked.

Making a new virtual Product

 

 

 

 

 

 

 

 

 

Adding stock Locations

You can move stock between different Locations – you must first have the Locations set up in your system. You can add, delete or modify your Locations from the Admin menu.

Note that you won’t be able to delete a Location that currently has stock – you will need to transfer the stock to another location first.

Managing Locations in Admin

Receiving stock at Locations

Stock will automatically be received at the Location that was specified when it was ordered (Purchase Order) or manufactured (Work Order) and the In Stock figure will be increased by the quantity specified on the Purchase or Work Order.

Transferring stock between Locations

You can move stock between Locations using the Stock Transfers module, which is accessed from within the Inventory group on the main menu.

Stock Transfer module

 

 

 

 

 

 

When you create a new Stock Transfer, you can specify the From and To Locations – the system will reduce the stock in the From Location and increase the stock at the To Location.

When you save the form, you will be able to find and add the Products that you want to transfer and then use the Generate Shipment option to facilitate the transfer.

Creating a new Stock Transfer

 

 

 

 

 

Adding Products you want to move to a Stock Transfer

 

Once you have added the Products to your Stock Shipment record, you can click on Shipment to reveal options to either Generate Shipment or Mark as Completed (meaning that the shipment has already taken place or does not need to be tracked).

When you choose Generate Shipment, a record will automatically be created in the Stock Transfer Shipments module.

Generate or mark a Stock Shipment as complete

 

 

 

 

 

 

 

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
200 queries in 1.379