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.
Info
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.
Info
Expiry Date can be applied to an Item and Batch via a Purchase Transaction. The Expiry Date will be displayed in the Inventory and Treatments reports, when the matching Item and Batch are used (unless the Expiry Date is applied as part of the session).
  1. Select Inventory, Transactions, + New Transaction, New Purchase.

  2. Input Purchase Details, select + Add to enter Item detail.
    Info
    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.
    InfoEnter 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.
    Info
    Batch number can be selected from the drop-down list or input manually.

  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.

  3. Select + Add to add further Item details. When complete select Save.
    Info
    Batch number can be selected from the drop-down list or input manually.

  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.
Alert
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. Alternatively, to add all items in use on the transaction's property, select the drop-down next to Add. Select Add all items on Property.
    This will populate the transaction with the list of items and batch numbers currently in inventory for the selected Property.
    Quantity for each item will initially be set to zero, ready for update with on hand quantities.
  5. The quantities of the items on hand can then be populated as part of the stocktake procedure. To remove an item, select . Select Save.
    Info
    Any item with non-zero (both negative and positive) quantities will be included - if the item and batch is no longer on hand, leave Quantity as 0 to amend inventory levels.

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

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