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Documentation · Purchasing & stock

Inventory and stock transfers

Set up items and stores, and move stock between stores.

Updated

Create an item

  1. Open Items from the Products menu and choose to create one.
  2. Enter the name, unit, category, HSN code and tax.
  3. Enter prices and opening stock if needed, then save.

Create a store and assign users

  1. Open Stores and create a store for each godown.
  2. Open Store Users to choose who works in each store.

Transfer stock between stores

  1. Open Stock Transfers and choose to create one.
  2. Choose the date and the source and destination stores.
  3. Add each item, unit, source batch and quantity.
  4. Save, review, then confirm the transfer.

Result: Once confirmed, stock leaves the source store and arrives in the destination store. A draft does not move stock.

Screenshots coming: Screenshots for this topic are being prepared from a demo company.

Tips

  • Physical stock counts and adjustments are upcoming.

See this workflow in AYBN ERP

Book a guided demo with your own examples.