Documentation

Stock Movements Guide

Track inventory transfers, adjustments, and all stock transactions.

Watch: Stock Movements Guide (6 min)

What are Stock Movements?

Stock movements track every change to your inventory quantities. They provide a complete audit trail of what happened, when, and why.

Stock movements list showing all transactions
View all stock movements with filtering and search

Movement Types

Different stock movement types
Four types of stock movements in the system
Type Effect Examples
Receipt + Stock increases Purchase order received, production output
Issue - Stock decreases Sales, consumption, waste
Transfer Move between locations Warehouse to store, store to store
Adjustment +/- Correction Stock count variance, damage

Viewing Stock Movements

  1. Navigate to Stock Movements
    Go to Inventory > Stock Movements.
  2. Filter the List
    Use filters to find specific movements:
    • Date range
    • Product
    • Movement type
    • Warehouse
  3. View Movement Details
    Click a movement to see full details including reference documents.

Stock Transfers

Transfer stock between warehouses or locations.

Animated demo of creating a stock transfer
Creating a stock transfer between warehouses
  1. Start a Transfer
    Click "New Transfer" from Stock Movements.
  2. Select Source Warehouse
    Choose where stock is coming from.
  3. Select Destination Warehouse
    Choose where stock is going to.
  4. Add Products
    For each product to transfer:
    • Select the product
    • Enter transfer quantity
    • Verify available stock at source
  5. Add Notes (Optional)
    Document the reason for transfer.
  6. Confirm Transfer
    Click "Confirm" to process the transfer.
Transfer Effect

Transfers immediately update stock at both locations - decreasing source and increasing destination.

Stock Adjustments

Adjustments correct stock quantities when they don't match physical counts.

Stock adjustment form
Create adjustments to correct stock discrepancies

When to Make Adjustments

  • After a physical stock count
  • To record damage or spoilage
  • To correct data entry errors
  • Initial stock setup

Creating an Adjustment

Animated demo of creating a stock adjustment
Creating a stock adjustment step by step
  1. Start an Adjustment
    Click "New Adjustment" from Stock Movements.
  2. Select Warehouse
    Choose the location being adjusted.
  3. Select Adjustment Type
    • Increase: Add stock (found items, corrections)
    • Decrease: Remove stock (loss, damage, spoilage)
  4. Add Products
    Select products and enter adjustment quantities.
  5. Enter Reason
    Required: Document why the adjustment is being made. Examples:
    • "Physical count variance - July stocktake"
    • "Damaged in storage - water leak"
    • "Expired products removed"
  6. Confirm Adjustment
    Review and click "Confirm" to process.
Document All Adjustments

Always provide clear reasons for adjustments. This creates an audit trail and helps identify patterns (recurring shrinkage, damage sources, etc.).

Automatic Stock Movements

Some stock movements are created automatically by other processes:

Automatic stock movement triggers
Stock movements are automatically created by various operations
Trigger Movement Type
Purchase Order Received Receipt (stock in)
Direct Purchase Created Receipt (stock in)
POS Sale Issue (stock out)
Recipe Consumption Issue (ingredient consumption)

Movement History

Track all activity for a specific product:

Product movement history showing all transactions
View complete movement history for any product
  1. Open Product Details
    Navigate to the product.
  2. View Movement History Tab
    See all movements affecting this product.
  3. Analyze Patterns
    Review usage patterns, identify issues.

Best Practices

Stock Movement Tips
  • Process movements promptly - delays affect stock accuracy
  • Always add meaningful notes/reasons
  • Review adjustments regularly to identify issues
  • Conduct periodic stock counts to verify accuracy
  • Investigate unexpected variances immediately

Next Steps

Batch Tracking

Track lots, expiry dates, and batch-level traceability.

Reports

View movement reports and analytics.