🧭 How It Works (At a Glance)
Import → Validate → Review → Reconcile → Allocate → Done ✅
Step-by-Step Overview
1. Start a Stock Movement
Create a Stock Movement session to bring stock into your system.
You can:
Link it to a Purchase Order (PO), or
Create it manually for new items.
Choose the warehouse and type of movement (In or Out).
2. Add or Import Items
You can:
Scan barcodes
Pick from a list, or
Import a CSV file
The import supports standard fields like Product Name, Barcode, IMEI, Cost, Warranty, and Condition.
3. Validation Checks
The system automatically checks:
No duplicate serials or barcodes
Products match existing catalogue items
Quantities don’t exceed PO limits
Items aren’t already in stock or allocated
This prevents mistakes and keeps your inventory clean.
4. Reconcile the Movement
Once you’re happy with your import:
The system finalises all items
Updates stock levels in the chosen warehouse
Prepares items for allocation or sale
5. Allocate Stock to Orders
You can then:
Manually assign items to sales orders, or
Auto-allocate available stock in bulk
When allocated, sales orders automatically update with:
Serial numbers
Supplier info
Warranty details
Accurate cost and profit data
6. Reporting & Export
You can export detailed reports showing:
Serial numbers
Conditions and costs
Booking and allocation dates
Warehouse information
If there are import issues, you’ll get a CSV error log highlighting exactly what needs fixing.