Understanding Inventory location

This refers to the area where the stock is located. The Current Stock tab shows how much of a part is currently in stock at a location. 

Stock transfers can only be done if the Multi branch option is switched on in the settings. Otherwise, it cannot be recorded.

Settings

Navigate to Settings > Settings.

It will lead you to the Preferences tab. 

Click on Stock Location and multi branch.

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Inventory Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Inventory. Enable all the permissions related to Current stock location.

Click on Save.

Create Stock Transfer Location

Navigate to Left Menu >Operations> Stock Transfer location.

Click on the plus button in the top right corner.

Fill in all the mandatory fields.

Enter the details of the Form and To branch for stock transfer.

The Barcode Serial Number stock can also be entered, and the details of the product will be added automatically.

Otherwise, add the Product details under the Add Product tab.

Click on Save.

This record will now be shown on the Stock Transfer page.

Click on Accept under the Action column.

The stock will be transferred from one branch to another.

This will be reflected under the Reports tab on the Location page of the Inventory Report.

How to check reports

The process for Current Stock  is as follows:

Navigate to Left Menu > Operations > Reports.

Click on the Location box in the display.

Open

Enter the current stock Details with the information of the person from the stock giving company.

Click on the Search button.

Within the location reports, you’ll find options such as “Stock at Office” and “Stock at Client.” Click on the appropriate option based on the inventory you want to track.