Stock adjustments and transfers
Put the stock right after a count, a breakage or a loss, move stock between branches, and keep an eye on what is running low or going out of date.
See your stock
Open Inventory and choose the Branch:
- All stock — everything, with how many are on the shelf;
- Low — what has fallen to its reorder level: time to order more;
- Expiring — for products kept in batches with expiry dates, what goes out of date in the next 7 days, 30 days or 90 days, and anything already past its date.
- Every branch — with two or more branches: each product's stock at every branch side by side, with the total. For the owner only; there is no branch to choose.
Stock goes up when goods are received against a purchase — see Suppliers and purchases.
Put a figure right
When the shelf and UDS POS disagree:
- On the product's line, press Adjust.
- Choose what happened:
- Stock count — the shelf was counted and differs;
- Damaged — broken, spoiled or unsellable;
- Expired — past its date, taken off the shelf;
- Lost — missing and unaccounted for;
- Found — turned up: a miscount or a missed delivery.
- Choose Increase or Reduce, and the Quantity.
- For a product kept in batches, choose the Batch.
- Add a Note — what happened, for example "Two cartons crushed in the store room".
- Press Adjust stock.
Every adjustment keeps its reason, its note and who made it.
Batches and expiry dates
Products that go out of date — food, medicine, oil — can be kept in batches, each with its own expiry date, chosen when the product is added. The till sells the batch that expires first. If an expiry date was typed wrongly at delivery, press Lots on the product's line in Inventory, and Correct it, saying why.
Move stock between branches
With two or more branches, Transfers appears in the menu.
- Press Send stock.
- Choose From and To, add the products and how many, and a Note if it helps (the van, the driver).
- Press Send. The stock leaves the first branch and shows as In transit.
- When it arrives, the receiving branch opens the transfer, presses Receive, enters what actually arrived on every line (0 if nothing did), and presses Receive goods.
A transfer still in transit can be cancelled with Cancel transfer.