Stock movement records
Stock movements are operations in which stock is moved between stores within a single store group (stores that belong to the same registered company). These movements are documented by stock movement records.
Depending on whether goods are being sent or received at the store where the movement is recorded, the stock movement record will be a stock movement to store record or a stock movement from store record.
Stock movement records can also be used to document butchering or preparation of stock items.
In the case of butchering, for example, butchered stock items could be released from the Main store and received at the Kitchen store as ready-prepared stock items.
As an example of preparation, the Kitchen store could release ingredients for preparation of other stock items, and at the Distribution store they can be received as ready-prepared stock items with recipes.
Stock movement records have different statuses at different stages of processing:
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Not ready — illustrated by the icon;
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Drawn up — illustrated by the icon;
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Sent — illustrated by the icon;
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Accepted — illustrated by the icon.
When a stock movement record is created it has the status Not ready. Documents with the Not ready status can be viewed, edited and deleted.
When the Drawn up, Sent or Accepted status has been applied, the document becomes read-only and can no longer be edited or deleted.
When the Sent status has been applied, the record can be processed on the sending store. Stock levels on the sending store are reduced accordingly but the recipient store levels remain unchanged.
When the Accepted status has been applied, the record can be processed on the sending store and on the recipient store. When a document with this status is processed, stock levels are reduced on the sending store and increased on the recipient store accordingly.
The Deleted status is automatically applied to a stock movement record when it is deleted. During processing, such documents are marked with the icon.
Stock movement record specification elements can have the following statuses:
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OK — processing successfully completed.
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Not enough on hand in store — processing cannot be completed because the on-hand level of the stock item in the sending store is less than the amount specified in the stock movement record.
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Cost price loop — cost price of the stock item cannot be calculated because the record documenting the release of the stock item links to the record documenting the receipt of the stock item and vice versa.
The store statuses of a stock movement record specification element are displayed for both the sending and recipient store, separated by a comma.
Information about stock movement records is held in the
document list.The stock movement records list can be displayed for selected sending stores or recipient stores and for any date range. The viewer windows are, respectively:
Stock movement records can also be created at a terminal (in Tillypad XL POS) in and modes.