Booking out stock

Booking out stock individually or in bulk, using stock movements

Written by Raymond Carrel
Updated over a week ago

The Stock module allows users to book in stock to or out of the system. This is done via Stock Movements. These can optionally be carried out against a Layer purchase order.

Creating a stock movement

Stock movements can be accessed from either the Stock module's home screen, or from within a purchase order.

From the left-side bar, click Stock Movements

You are offered two options - to create a new session (movement) or to resume an existing one that has not been finalised.

If you want to resume an existing session, check that option, and a list of sessions will be displayed.

When creating a new session, the following view is displayed:

Movement Type: Determines whether stock is being booked in or out.

Delivery Note Reference: Populate this with any supplier reference you have.

Warehouse: Select which warehouse is receiving or sending the stock.

PO Related: Check this if your delivery is related to a specific Layer purchase order

Purchase order: This displays a list of Layer purchase orders, newest first, for selection.

Supplier: This will auto-populate if a purchase order has been selected. Either way, you can change this value if needed.

Items Summary: If PO-related, this line will summarise items that are awaiting stock.

Notes: A free-text field for your own purposes.

Booking out the stock

After clicking Next Step, you'll be able to select items to book out. You can choose to scan a barcode or select items manually.

Start typing a product name to filter, and find the product name you need. You'll see the product name alongside any serial number.

The serial field will be populated. You can fill out the remaining fields as required.

An Internal Code can be entered if you have an operational code that you use for specific handsets.

Hardware grade can also be selected in the Condition field, based on configured statuses.

You will need to manually enter the warranty associate to the hardware, along with the colour and refurbishment status.

You can choose to override the Cost if this differs from the value in the original PO. If Authoritative Value is checked, this price will be used to calculate sales order profitability instead of the inventory price.

Process (Add Same) will book add the item for booking out, and leave all fields except for Serial populated with the same values, so that you can quickly add another item of the same type / condition etc. These values can be overridden individually.

Process (Add New) will let you add another item without populating any of the fields, and will require you to select a product again from the drop-down. This is the option you should use if you are going to book out a different type of product.

Booking out in bulk

You can book out stock in bulk using the Import button. This will allow you to select a CSV file with the details of each item.

You can also generate a blank template, or one based on the PO items (if a PO was linked).

The mandatory fields are:

  • Unique ID (this is the unique Layer ID associated to the stock item, it will be filled out if you requested a pre-populated template)

  • Product Name (This must be the same as what you have in the system for the item)

  • Serial (This is the serial number and or IMEI)

  • Condition

Other fields are optional.

Finalising and allocating stock

The menu on the left-side will let you finalise the stock movement. Select Book Out Only to finalise the operation.

You will be able to confirm the results by checking your Current Stock workstack and Movement History.

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