01What it is
A goods issue records material that leaves for a customer outside a project. The recipient is a customer from your files or a person outside them, entered by name.
A stock transfer records material that changes location: from the source base to the target warehouse. Transfers are also prepared by the Surplus screen.
A document starts as a draft. You add items on its record: from stock or free-text. On settlement a goods issue takes the material out of stock, and a transfer takes it out at the source and adds it at the target. A settled document cannot be changed or deleted.
- A DRAFT HAS NO EFFECT
- A draft document does not change stock levels.
- TWO MOVEMENTS IN A TRANSFER
- Minus at the source, plus in the target warehouse.
- SETTLED STAYS
- It cannot be edited or deleted.
02What it is for
An issue without a project
Material sold to a customer or issued outside a project has its own document.
Order between bases
A transfer records where the material came from and where it went.
Stock adds up
Settlement records the movements in the material’s history with the document number.
Document value
A tile adds up the value of settled documents.
03Main options
The screen has two tabs, Goods issues and Transfers, the document window and the document record with its items.
Document, recipient, date, items and value
Tiles: total documents, drafts, settled and value settled.
- Goods issues and Transfers tabs with the number of documents
- Warehouse filter, search by number and recipient, CSV export
- Row menu: stock document record, Edit, Issue the goods or Transfer the goods, Delete
From where, to where, to whom and when
New goods issue or new transfer from the screen menu.
- The location the goods leave from and the document date
- Goods issue: a customer from your files or a recipient not in the files
- Transfer: a target warehouse other than the source; notes
Document items
This is where you add items while the document is a draft.
- A product from stock or a free-text item, quantity and unit price
- A free-text item does not change stock
- After settlement the items can no longer be changed
04Tasks step by step
- STEP 1Open Modules › Materials and equipment › Stock documents, the Goods issues tab, and choose New goods issue.
- STEP 2Select the location, choose the customer or enter a recipient not in the files and save the document.
- STEP 3Add the items on the document record.
- STEP 4In the row menu choose Issue the goods. Warehouse stock goes down.
- STEP 1On the Transfers tab choose New transfer.
- STEP 2Select the source location and the target warehouse, save and add the items.
- STEP 3When the material arrives, choose Transfer the goods. Both warehouses are updated.
- STEP 1You open a draft document with Edit in the row menu.
- STEP 2You correct the items on the document record. A draft you do not need can be deleted with no effect on stock levels.
05Actions
The most common tasks for stock documents.
New goods issue
Goods leave for a customer.
New transfer
Goods change warehouse.
Issue or transfer the goods
Settlement changes stock levels.
Export CSV
Documents from the current tab and filter.
06What it connects to
Choose a module to see where documents come from and what they change.
Stock levels
A settled document changes stock levels and leaves a stock movement.
Go to the topicStock levelsCustomer list
The recipient of a goods issue can be a customer from your files.
Go to the topicCustomer listDocument numbering
Goods issue and transfer numbers come from document numbering.
Go to the topicDocument numbering