Stocks receipt — the process of entering stocks to accurately reflect the quantity of products received at the warehouse. It will be useful when entering initial stocks, receiving purchased products from a supplier, adding a new batch after manufacturing, etc.

How to conduct stocks receipt

Go to «Catalog» → «Inventory movements», where you will see a list of all operations with products. In the upper right corner, click «Add incoming transfer»:

There are three main sections on the page that opens:

1. Warehouse

• Warehouse — select the warehouse where you are conducting stocks receipt. If you only have one warehouse in the system, this field will not appear.

• Currency — select the currency of the transaction; there can only be one.

• Comment — leave a comment on this receipt document if necessary.

2. Adding products

You can use a scanner to add products. It allows you to quickly find products by SKU or barcode. To do this, simply place the cursor in the search field and use the scanner. The product will be immediately added to the document.

To add products from the catalog manually, use two fields to search for the ones you need:

• By name or SKU — the search does not require an exact query or full name; for example, you can enter part of the name or size or color;

• By category — convenient when you need to add items from a specific category.

For convenience, in addition to the product name, its item SKU, properties, purchase price in the product currency, as well as the available stock and the number of products in reserve in parentheses are displayed.

3. Table with a list of products

All products that you have added to the stocks receipt are displayed. The table consists of the following columns:

• Name — information about the product (name, image, properties, SKU, barcode). When you hover over the “i” icon, the quantity in stock and the purchase price of this product in the catalog are displayed;

• Quantity — indicates the quantity of each product in the receipt;

• Cost price in receipt — indicated in the receipt currency and taken into account in the recalculation of the new purchase price. You can leave this blank if the purchase price does not change;

• Amount — calculated in the currency of receipt;

• New cost price in catalog — calculated automatically, taking into account the conversion, if the currency of receipt differs from the currency of the product in the catalog.

• The calculation of the weighted average price can be seen by hovering over the «i» icon, formula:
  
  (old price * stock + new price * quantity in receipt) / total stock of products after receipt
  
  After receipt, it is set as the cost price of the product in the catalog.

• Actions — by clicking the button in this column, you can remove the products from the receipt.

After adding products, information about the total quantity and amount of the receipt will appear in the panel at the bottom:

To perform the operation, click the «Save» button. A record of it will appear in the «Inventory movements» section, the stocks for the products will be added, the cost price in the catalog will be changed to the new one from the receipt, and the details of the changes made will be added to the history of changes in stocks for each product.

How to edit or cancel stocks receipt

If you make a mistake when entering stocks receipt, you can edit or cancel it. To do this, simply click on the appropriate button to the right of the receipt in the «Inventory movements» section.