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Stock

The Stock module helps you manage your inventory and track the movement of goods across your business. Use it to record incoming stock from suppliers, dispatch deliveries to customers, and make internal stock adjustments.

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Key Concepts

  • Document lifecycle: Stock documents follow a Draft → Submitted → Cancelled flow. Submitted documents affect stock levels; cancelling a document reverses those changes.
  • Stock entries: Internal stock movements — such as material receipts or transfers — are recorded as stock entries with a defined purpose type.
  • Stock valuation: Each stock transaction updates item quantities and values across your warehouses in real time.

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Guides

Managing Stock Items

Create and manage the items that make up your inventory

Creating a Stock Item

Step-by-step guide to setting up a new stock item

Creating and Submitting a Purchase Receipt

Record incoming stock from a supplier with a purchase receipt

Creating and Submitting a Delivery Note

Create and submit a delivery note to dispatch goods to customers

Creating and Submitting a Stock Entry

Record a material receipt stock entry and submit it

Creating and Submitting a Stock Entry (Material Receipt)

Create and submit a Material Receipt stock entry