Understand the ins and outs of Manual Stock Posting.
Manual Stock Posting can be used to issue and receive stock without a purchase order. You can use this module when there are discrepancies in the Stock numbers. For example, an engineer had an emergency job and used 2 boilers. One of the bar codes didn't scan properly, so the system only removed 1 boiler from the stock list. You can update the system with Manual Stock Posting.
Essentials!
Check out our helpful Manual Stock Posting playlist:
Getting There
You can get here by navigating to the Stock menu and selecting Manual Stock Posting.
A list of stock transactions will then be displayed.
You can view more details, like the item’s Purchase History or Where Used information.
Select the Plus (+) icon on the Nested Grid for the relevant transaction to view more.
Manual Stock Receipt
A manual stock receipt is essentially you telling the system that you have received an SKU item, the quantity of it, and where it is located.
You can create a stock receipt by selecting the Manual Stock Receipt button.
Start by choosing a Branch/Van No. from the list to decide where the stock item will be received.
Next, select the SKU of the stock item from the available list.
Once you’ve picked the item, the available quantity will be shown, and you can enter the Quantity Received.
The Delivery/GRN note needs to be entered and can be completed with an internal reference if there is no official Note related to the receipt.
If needed, you can also adjust the Date Received, Cost Price, PA Code, and Warranty Start Date.
When you’re ready, hit Save to complete the stock receipt and return to the Manual Stock Posting list.
You have successfully created a Manual Stock Receipt.
Manual Stock Issue
Manual Stock Issue will (as it suggests) manually issue out or release the stock you select. It is a way of keeping the stock numbers updated.
You can select Manual Stock Issue to set up a stock issue transaction.
Start by selecting the location to issue the stock from, using the Issue from Location list.
Pick a Receipt Number from the list of available options.
Then, choose the SKU of the stock item you want to issue.
The available quantity will be displayed, and you can enter the Issue Quantity.
Be sure to include a Requisition Number for the transaction.
If necessary, you can adjust the Date Issued and Sales-Analysis Code.
Pick a Reason Code for the transaction, and if needed, you can upload any related documents by selecting Attach Docs.
When everything’s set, hit Save to issue the stock and go back to the Manual Stock Posting list.
Congratulations! You have created a Manual Stock Issue.
You can now check out the Stock Take article: