Stock movement

Stock movement

Information about stock item movement is used to control inventories held on stores, as well as to monitor how stock items are added to and deducted from the stock. Stock movement information is also used when invoicing partners for goods provided to them from your stores.

Information about stock movement is displayed in the Stock movement operational report.

The Stock movement report is based on all stock-in and stock-out documents that have been processed in the storekeeping system. It contains information about every store operation carried out on a stock item and about which documents record these operations. Stock movement information is not editable in the operational report; it is generated automatically when stock records are registered and processed in the storekeeping system.

The operational report enables the user to directly open the documents that record stock item movements.

The Stock movement command is available in the context menu of every store document. It can be used to generate a stock movement operational report for any stock item in the document specification. This command is also available in the context menus of the Stock items directory and the Stock on hand operational report. It enables the user to access all information related to the movement of stock items selected in the directory or stock on hand list.

Information about the movements of stock items included in the specification of an original request or supplier request can also be retrieved via the Stock movement command in these documents' specifications.

Depending on the operation type and the stock item concurrence used in the store, it is possible that only the on-hand levels of the compound stock item, only the on-hand levels of the stock items included in its recipe, or the on-hand levels of both the compound stock items and its recipe items will be editable.

If, during work with a compound stock item, only the on-hand levels of its ingredients are changed, data about movement of these compound stock items will be included in the Stock movement operational report. In this case, the total cost price of the compound stock item is determined using the cost prices of its ingredients.

Example 1. Cupcakes are made in the kitchen. A production record is made to document this operation. The cupcakes are then moved to the buffet setting via a stock movement record.

As a result of the production record being run on the store, the on-hand level of the compound stock item (cupcakes) is increased, and the on-hand level of their recipe items (flour, eggs, etc.) is decreased. When the stock movement record is run on the store, the on-hand level of the compound stock item (cupcakes) is decreased in the kitchen, but increased in the buffet.

In this case, the report on stock movements in the kitchen will display information about the movements of both the compound stock item and its recipe items. By contrast, the stock movement report for the buffet will only contain information about the compound stock item (cupcakes).

Example 2. Cupcakes are made in the kitchen and sent to the buffet setting via a stock movement record.

As a result of the stock movement record being run, the on-hand levels of the compound stock item's recipe ingredients (flour, egg, butter, etc.) are decreased in the kitchen, while in the buffet, the on-hand level of cupcakes is increased.

In this case, the stock movement report for the kitchen will show data about the movements of the compound stock item's recipe ingredients, as well as reference information about the compound item's cost price. By contrast, the stock movement report for the buffet will only contain information about the movement of the compound stock item (cupcakes).