Stock Adjustments

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Stock Adjustments

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Stock Adjustments are an important feature of Stock Module.  They can be performed either on a handheld device or using the Desktop Order Entry System.  This topic is designed to introduce the basic concepts of Stock Adjustments in Mobileezy and provide step by step instructions for completing common procedures.

Stock Adjustments are used whenever you want to move stock between locations.

 

The Stock Adjustment Transaction        The Stock Adjustment Transaction

A Stock Adjustment will move stock from one stock location to another.  It does not require validation and can also be referred to as a stock transfer.

When to use the Stock Adjustment Transaction        When to use the Stock Adjustment Transaction

Stock Adjustments are used in two specific situations:

1.Moving stock between Mobileezy locations.  For example, the movement of stock from a warehouse to a van or truck.
2.Creating new stock.  A stock adjustment from the Factory to another location will create new stock in that location.

Entering a Stock Adjustment in Desktop Order Entry System        Entering a Stock Adjustment in Desktop Order Entry System

To enter a stock adjustment in Desktop Order Entry System:

1.Open Desktop Order Entry System
2.Click on Stock in the title menu
3.Click on the New Stock button
Screenshot of starting the stock adjustmetn transaction
Starting a Stock Adjustment  in DOES
4.Select Stock Adjustment from the Stock Type drop down list
5.Enter the date of the Stock Adjustment in the Date field.
6.Select the location the stock is being moved out of in the Location From drop down list and the location the stock is being moved to in the Location To drop down list.
7.Enter the transaction items and the quantity of each item counted
8.When complete press the Save button.  This will trigger the movement of the stock out of the from location and into the to location.
Screenshot of Entering a Stock Adjustment in DOES
Entering the Stock Adjustment in DOES

Entering a Stock Adjustment on the Mobileezy Handheld App        Entering a Stock Adjustment on the Mobileezy Handheld App

To enter a Stock Adjustment using the Mobileezy Handheld App.

1.After logging onto the handheld, select the Stock tab and tap on the New Activity button
2.Tap on Activity and select Stock Adjustment from the list of available activities
Screenshot of selecting the Stock Adjustment activity
Select Stock Adjustment
3.Tap on the From Location button and select the location you are moving the stock from, from the list
4.Tap on the To Location button and select the location you are moving the stock to, from the list
5.Tap on the Add Items button
6.Select the item from the list, enter the quantity to be moved and press Ok or the Back button..
Screenshot for Adding Items to a Stock Adjustment
Add Items to the Stock Adjustment
7.Add more items by pressing the Add button and then selecting from the list
Screenshot of adding more items to the stocktake
Add More Items to the Stock Adjustment
8.When all items have been added to the stock adjustment press the Back button
9.Tap the Unsigned button to capture a signature
10.Tap the Print button to print the stock adjustment
11.When complete, press the Back button and synchronise the handheld

See Also:

MYOB Stock Integration

Stock

Stock Transactions

Printing from the Handheld