Inventory & Warehousing Management System · Version 1.5.2

Internal transfers, stocktake, loss and adjustments

Move stock between warehouses, count inventory, record gains/losses and retain approval and audit evidence.

19 code-backed guidesExact navigationInterlinked workflows

Guides in this workflow

Follow the guide that matches the exact action, filter, menu change or issue.

Use the internal delivery-note register

Search and manage warehouse-to-warehouse transfers.

Internal Delivery or Loss & Adjustment: applicable capability

Create an internal delivery note

Select source and destination warehouses, transfer date and item lines.

Internal Delivery or Loss & Adjustment: applicable capability

Complete internal-transfer lines

Choose item, available quantity, serials and destination details.

Internal Delivery or Loss & Adjustment: applicable capability

Validate internal-transfer quantity

Prevent transfer quantities above available source stock.

Internal Delivery or Loss & Adjustment: applicable capability

Edit an eligible internal delivery note

Update transfer data while its state permits editing.

Internal Delivery or Loss & Adjustment: applicable capability

View internal transfer details

Review source, destination, lines, approvals and activity.

Internal Delivery or Loss & Adjustment: applicable capability

Download an internal delivery PDF

Generate the stock-internal-delivery PDF.

Internal Delivery or Loss & Adjustment: applicable capability

Delete an eligible internal delivery note

Delete only with permission and before locked stock effects prevent it.

Internal Delivery or Loss & Adjustment: applicable capability

Use the stocktake workspace

Review inventory counts and start a controlled stocktake.

Internal Delivery or Loss & Adjustment: applicable capability

Create a stocktake

Select warehouse and count scope, record physical quantities and submit differences.

Internal Delivery or Loss & Adjustment: applicable capability

Review stocktake differences

Compare system quantity with counted quantity before adjustment.

Internal Delivery or Loss & Adjustment: applicable capability

Use the loss and adjustment register

Search and manage loss, gain and correction records.

Internal Delivery or Loss & Adjustment: applicable capability

Create a loss or stock adjustment

Select warehouse, adjustment type, reason, date and item quantities.

Internal Delivery or Loss & Adjustment: applicable capability

Complete loss and adjustment lines

Choose items, positive/negative quantities and required serials.

Internal Delivery or Loss & Adjustment: applicable capability

Validate an adjustment before saving

Resolve quantity, serial, item and warehouse errors.

Internal Delivery or Loss & Adjustment: applicable capability

Edit an eligible loss or adjustment

Update the record while status and permission allow.

Internal Delivery or Loss & Adjustment: applicable capability

View loss or adjustment details

Review reason, lines, serials, approvals and stock effects.

Internal Delivery or Loss & Adjustment: applicable capability

Delete an eligible loss or adjustment

Delete only when permission and stock state permit.

Internal Delivery or Loss & Adjustment: applicable capability

Approve a loss or adjustment

Use configured approval and signature controls before final stock effect.

Internal Delivery or Loss & Adjustment: applicable capability