Inventory Transactions: Adding a Purchase, Sale, Wastage, Stocktake (web)
Item inventory can be tracked in StockMate, using Inventory Transactions:
- Purchases
- Sales
- Wastage
- Stocktake
Each of these is explained in detail below.
Refer to Setup Treatment Items (web & app) for detail on setting up Treatment Items used for inventory transactions.
Purchases
When Items are purchased, enter the detail into a Purchase Transaction.
Expiry Date can only be applied to an Item via a Purchases Transaction. The Expiry Date will be displayed in the Inventory and Treatments reports, when the matching Item and Batch are used.
- Select Inventory, Transactions, + New Transaction, New Purchase.
- Input Purchase Details, select + Add to enter Item detail.Enter new Item Vendors via the web main menu within Configuration, Contacts. Refer to Setup Contacts (web & app) for further information.
- Select + Add to add further Item details. When complete select Save.
- To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.
- To delete a Transaction; select from the Inventory Transaction list, Delete.
Sales
When Items are sold, enter the detail into a Sale Transaction.
- Select Inventory, Transactions, + New Transaction, New Sale.
- Enter Sale Details.Enter new Item Purchasers via the web main menu within Configuration, Contacts. Refer to Setup Contacts (web & app) for further information.
- Select + Add to add further Item details. When complete select Save.
- To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.
- To delete a Transaction; select from the Inventory Transaction list, Delete.
Wastage
When Items are wasted, enter the detail into a Wastage Transaction.
- Select Inventory, Transactions, + New Transaction, New Wastage.
- Enter Wastage Details.
- Select + Add to add further Item details. When complete select Save.
Batch number can be selected from the drop-down list or input manually. - To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.
- To delete a Transaction; select from the Inventory Transaction list, Delete.
Stocktake
When a Stocktake is carried out, enter the detail into a Stocktake Transaction.
StockMate will record the actual Stocktake value you enter, and calculate the adjustment from reality each time you run reports. Therefore, an accurate Stocktake date/time, like all Transactions, is critical.
- Select Inventory, Transactions, + New Transaction, New Stocktake.
- Enter Stocktake Details, select + Add to enter Item detail.
- Select + Add to add further Item details. When complete select Save.
- To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.
- To delete a Transaction; select from the Inventory Transaction list, Delete.
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