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Stock Movements
Updated over a week ago

By default, the stock movements list shows all stock check in/outs, transfers and write-offs created across all stores, ordered by reference number.

Tap All stores to filter by a specific store. Search by the reference number and the user who requested the stock movement, or filter by Status and Type. All columns are also sortable.

Tap a reference number to view the stock movement information. A record of all stock check ins/outs, transfers and write-offs, whether actioned in the back office or on the stock control app, will be displayed in this list.


Check in stock

We recommend that stock is checked in using the Purchase order feature. However, if you wish to manually check in stock levels in bulk you can use the Stock check in feature, rather than updating the stock levels within each product.

To check in stock, select Move Stock from the Stock Movements view. Select the store you wish to add stock to. A reference number is automatically generated but this can be amended. Add an optional note, then tap the Save button.

Once saved, a search control will be displayed. Search for the product by name, brand or SKU; all matching results will be displayed.

Tap the single or multiple products as required. The products will be added to the table beneath. Specify the number of products you wish to check in. The cost price is also displayed, which is editable, this will not update the cost price of the actual product.

Tap the icon to remove a product. To confirm check in, tap theSave and check in stock button, a confirmation dialogue will be displayed. Once confirmed, the stock levels for each product will be updated.

Once the stock has been checked in, tap thePrint labels button to print the labels, this is only compatible with the Dymo LabelWriter 450 or 550.

If you wish to save the check in for later, tap the Save button. To cancel the check in, tap the button and select the Cancel check in option. From here you can also download a PDF of the check in.

Stock can also be checked in from the Stock control app. Please refer to the Stock Control App help section for guidance on this.


Check out stock

Whilst stock levels are automatically updated after every sale, you may need to check out stock.

To check out stock, select the option from the Stock Movements view. Select the store you wish to check out the stock against. A reference number is automatically generated but this can be amended. Add an optional note, then tap the Save button.

Once saved, a search control will be displayed. Search for the product by name, brand or SKU; all matching results will be displayed.

Tap the single or multiple products as required. The products will be added to the table beneath. Specify the number of products you wish to check out. The cost price is also displayed, which is editable, this will not update the cost price of the actual product. Tap the icon to remove a product.

To confirm check out, tap the Save and check out stock button and a confirmation dialogue will be displayed. Once confirmed, the stock levels for each product will be updated.

If you wish to save the check out for later, tap the Save button. To cancel the check out, tap the button and select the Cancel check out option. From here you can also download a PDF of the check out.

Stock can also be checked out from the Stock control app. Please refer to the Stock Control App help section for guidance on this.


Transfer stock

To transfer stock, select the option from the Stock Movements view. Select the store you wish to transfer the stock from, and the destination store. A reference number is automatically generated but this can be amended. Add a due date for the transfer and select if you wish to automatically add products that have reached their re-order point at the destination store. Add an optional note, then tap the Save button.

Once saved, any products that have reached their re-order point will be shown (if checkbox selected), and a search control will be displayed. Search for the product by name, brand or SKU; all matching results will be displayed. Tap the single or multiple products as required. The products will be added to the table beneath. Specify the number of products you wish to transfer, the source quantity (the store the products are at now) and destination quantity (the store the products will be transferred to) are displayed for reference. The cost price is also displayed, which is editable, this will not update the cost price of the actual product. Tap the icon to remove a product.

To confirm the transfer, tap the Save and send button, an email dialogue will be displayed. The recipient email address will be auto-populated with the email provided within the store details view. The email subject line and content will be auto-populated. This can be amended. Tap Send and the transfer will be marked as sent.

At this point the stock levels at the originating store will be updated, and the store manager will receive a transfer request email with a PDF attachment containing the details of the transfer. A link to the transfer in the back office will also be included in the email content.

If you wish to save the transfer for later, tap the Save button. To cancel the transfer, tap the button and select the Cancel transfer option. From here you can also download a PDF of the transfer and manually mark the transfer as sent if you don't wish to send the store manager an email. Marking the transfer as sent will also update the stock levels at the originating store.

Once the stock has arrived at the destination store, the transfer should be marked as received. Tap the Receive stock button. Confirm the dialogue, and the stock quantities will be updated at the destination store. The barcode labels for all stock within the transfer are automatically generated.

Tap the Print labels button to print the labels, this is only compatible with the Dymo LabelWriter 450.


Write-off stock

To write-off stock, select the option from the Stock Movements view. Select the store you wish to write-off the stock against. A reference number is automatically generated but this can be amended. Add an optional note, then tap the Save button.

Once saved, a search control will be displayed. Search for the product by name, brand or SKU; all matching results will be displayed. Tap the single or multiple products as required. The products will be added to the table beneath.

Specify the number of products you wish to write-off and select a pre-defined reason. The cost price is also displayed, which is editable, this will not update the cost price of the actual product. Tap the icon to remove a product.

To confirm write-off, tap the Confirm write-off button, a confirmation dialogue will be displayed. Once confirmed, the stock levels for each product will be updated.

If you wish to save the write-off for later, tap the Save button. To cancel the write-off, tap the button and select the Cancel write-off option. From here you can also download a PDF of the write-off.

Stock can also be written off from the Stock control app. Please refer to the Stock Control App help section for guidance on this.

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