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General overview
Adjusting stock creates a Financial Journal in the system. So does adjusting the Average Cost on a SKU.
Special Case of Assembling Kits
Kits are made up from components and it is very simple to assemble kits in a single action. Note that this does not work for Kits that require configuration.
Adding or removing stock from the SKU
Right click
Stock Adjustment Screen
To adjust stock up or down this screen can be used. It is designed to be used for one Article at a time.
Fields on the screen
Journal Date is the date the journal will be recorded
Reference code - if there is a particular reference to an existing Journal you can enter it otherwise it will create for you. To search for a Journal you can to Record Stock Adjustment this way
Enter the Article in the system or /wiki/spaces/SI/pages/33054916 for it Select. Once this has been selected the available stock will populate into the grid.
Double click to select a stock location - or /wiki/spaces/SI/pages/33054916
Provide direction (increase or Decrease), Quantity, useby and batch number
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Stocktake mass creates stock adjustments based on counts - see Stock Take |
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If you want the journal linked to an order - select it here (or later enter the link on the journal) % claimable amount is only allowed if the supplier has a GL Claim account - this will create a claim line - see Supplier Claims |
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based on supplier funded promotions, Customer Returns, Stock Write offs Create user and time will be tracked |
The Created Journal
System generated description will be created in the journal
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To review stock adjustments have a look at the ArticleArticle#Audit_Tab