Inventory Transactions: Adding a Purchase, Sale, Wastage, Stocktake (web)

Inventory Transactions: Adding a Purchase, Sale, Wastage, Stocktake (web)

Item inventory can be tracked in StockMate, using Inventory Transactions:
  1. Purchases
  2. Sales
  3. Wastage
  4. 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.
  1. Select Inventory, Transactions, + New Transaction, New Purchase.

  2. 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.

  3. Select + Add to add further Item details. When complete select Save.

  4. To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.

  5. To delete a Transaction; select from the Inventory Transaction list, Delete.

Sales

When Items are sold, enter the detail into a Sale Transaction.
  1. Select Inventory, Transactions, + New Transaction, New Sale.

  2. Enter Sale Details, select + Add to enter Item detail.
    Enter new Item Purchasers via the web main menu within Configuration, Contacts. Refer to Setup Contacts (web & app) for further information.

  3. Select + Add to add further Item details. When complete select Save.

  4. To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.

  5. To delete a Transaction; select from the Inventory Transaction list, Delete.

 Wastage

When Items are wasted, enter the detail into a Wastage Transaction.
  1. Select Inventory, Transactions, + New Transaction, New Wastage.

  2. Enter Wastage Details, select + Add to enter Item detail.

  3. Select + Add to add further Item details. When complete select Save.

  4. To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.

  5. 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.
  1. Select Inventory, Transactions, + New Transaction, New Stocktake.
  2. Enter Stocktake Details, select + Add to enter Item detail.
  3. Select + Add to add further Item details. When complete select Save.

  4. To edit a Transaction; select from the Inventory Transactions list, edit as required, select Save.

  5. To delete a Transaction; select from the Inventory Transaction list, Delete.


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