Stock intake

Stock intake (goods receipt) is how new units enter the system, usually when a delivery arrives from a supplier. Each received unit gets a unit code and appears in stock as Available.

The receipt is the first official movement for a unit. After it, you can issue the unit, transfer it, assign it to a customer or send it for repair.

How to open this screen

1. From the side menu, open Receive & issue › Stock Intake, or click Receive stock on the Units & Inventory screen.

Fields

• Destination Warehouse — the warehouse receiving the units (required).
• Receipt notes — shipment condition, courier name or any other remarks.
• Supplier — the supplier the goods came from.
• Reference (PO / supplier invoice no.) — the purchase order or invoice number (optional).
• Default bin location — applied to every unit that does not have its own location.
• Received document — upload the delivery note or invoice (PDF, PNG or JPEG).

How to receive stock

1. Fill in the receipt details described above.
2. In the units section, add rows for the units you received:
   • Add one unit at a time when each unit has its own serial code.
   • Or add a quantity to receive several pieces of the same product with automatically generated codes.
3. For each row, pick the Product, enter the Unit code or leave it empty to generate it, choose the Ownership (company-owned or customer consignment), pick the Customer for consignment, and enter the Unit cost.
4. Check Total Units, Distinct Products and Total Valuation at the bottom.
5. Click Complete Stock Intake.

The units now appear in stock with status Available.

Tip

After the intake you can print QR labels for the new units from Inventory › Print QR Labels.