01What it is
Stock documents are goods issues (WZ) and stock transfers (MM). A goods issue takes goods off a location's stock when you hand them to a customer or a recipient not in the records. A transfer moves goods from one location to another.
A document starts as a draft. Stock changes only when you settle it. A settled document can no longer be edited or deleted.
Invoices and receipts for parts sold are issued in the workshop accounting software. The module shows in extended mode, which you switch on in Settings › Workshop.
- GOODS ISSUE
- Goods handed to a customer or a recipient not in the records.
- TRANSFER
- A move between locations: minus at the source, plus at the target.
- SETTLING
- Stock changes when the document is settled, not before.
02What it is for
Over-the-counter sales
A goods issue takes a sold part off stock, even without a job.
Several locations
A transfer moves a part where it is needed and keeps both stocks right.
A lasting record
A settled document stays unchanged.
Value issued
The Value settled tile adds up the goods issued.
03Main options
The screen has two tabs, Goods issues and Transfers, plus the document record with its items.
Goods leave for a recipient
A goods issue from the location the goods leave from.
- A customer from the records or a recipient not in the records, one of the two required
- Document date and notes
- Issue the goods records a sale movement at the source location
Goods move to another location
A stock transfer between two workshop locations.
- Target warehouse required and different from the source
- Transfer the goods records two movements: minus at the source, plus at the target
Stock products and free-text items
Items are added on the document record.
- A product from stock or a free-text item that does not change stock
- Quantity and unit price (the product retail price by default)
- A document without items cannot be settled
04Tasks step by step
- STEP 1Open Modules › Inventory › Stock documents, Goods issues tab, and create a goods issue.
- STEP 2Pick the location and a customer from the records, or enter a recipient not in the records.
- STEP 3On the document record add the items and choose Issue the goods. The app does not check the available quantity, so check stock before issuing.
- STEP 1In the Transfers tab create a stock transfer.
- STEP 2Pick the source location and the target warehouse, add the items.
- STEP 3Choose Transfer the goods. Stock drops at the source and rises at the target.
- STEP 1A draft document can be edited and deleted.
- STEP 2Once settled, the document is closed. Fix a stock mistake with a stock correction on the product.
05Actions
The most common tasks around stock documents.
New goods issue
A document for a customer or recipient.
New transfer
A document between locations.
Issue the goods
Settle the goods issue and take the goods off stock.
Transfer the goods
Settle the transfer and move the stock.
06What it connects to
Choose a module to see how documents connect to stock.
Stock levels
A settled document changes stock and stays in the product movement history.
Go to the topicStock levelsCustomer list
The goods issue recipient can be a customer from the records.
Go to the topicCustomer listDocument numbering
Documents are numbered with the WZ and MM prefixes.
Go to the topicDocument numbering