Stock movements

A stock movement is any operation that changes where a unit is or who holds it, such as a goods receipt, a stock issue or a warehouse transfer. This screen is the full history of those operations, with their status.

Use it to follow up on operations, find a specific movement, or review movements that are waiting for your approval.

What’s on this screen

• Summary cards: Total movements, Pending Approval, In transit and Completed.
• Status tabs: All, Pending Approval, Approved, In transit, Completed, Completed with Discrepancy, Rejected, Cancelled and Draft.
• A search box to find a movement by number, notes or warehouse, plus the Warehouse, Type and Supplier filters.
• A table with the columns Movement # (with its type, such as Goods Receipt, Stock Issue or Warehouse Transfer), Route / Warehouse, Units count, Status, Date & time (with the user who made it) and Actions.
• The Issue Stock, Receive Stock and More buttons at the top right.

How to open stock movements

1. From the side menu, open Inventory › Stock Movements.

How to find a movement

1. Pick a status tab to show only movements in that state.
2. Search by movement number, or use the Warehouse, Type and Supplier filters.
3. Click the view icon in the Actions column to see the movement’s details, such as its units, approvals and attachments.

How to review a pending movement

1. Open the Pending Approval tab.
2. Use the action in the movement’s row to open it and approve or reject it.

Note

Every movement gets a unique number with a prefix that shows its type, for example ISS for stock issues, REC for receipts and TRF for transfers.