Best practices
- Always count physical stock before using “Fix” in Stock Discrepancy.
- Always add reasons and notes to transfers and adjustments.
- Test imports with a small sample before large uploads.
- Keep one person responsible for bulk imports or stocktakes to avoid duplicate entries.
- Always include reasons and notes for every adjustment or transfer.
- Use Stock Discrepancy regularly after physical counts.
- When to Use Adjustment vs Transfer vs Purchase:
i) Purchase: use when receiving goods from supplier(s). This increases total stock and affects accounting.
ii) Transfer: use when moving stock between locations. This moves quantities internally in the system and has no accounting impact.
iii) Adjustment: use when correcting quantities manually. This changes stock and ensures the audit trail is maintained.
FAQs
Q: Why can’t I edit the opening stock?
A: Opening stock is editable only before any transactions; after sales/purchases, editing would break the audit trail—use adjustments instead.
Q: Why is my stock report not up to date?
A: Confirm all transactions are posted, adjustments done, and refresh the page. If the problem persists, clear cache or contact support with details of the issue.