Stock Adjustment

This procedure to used to change the stock quantity for a part. While in most cases, stock numbers are adjusted through the Stocktake procedure, there are times when the user needs to change the stock quantity. The following is the procedure.

PROCEDURE

1.Open the stock record. Current stock quantities are shown along the bottom of the stock record.

If the stock is held in more than one depot, the stock details for each depot will be shown.

2. Click on the EDIT QTY button for the part and depot required.

3. The STOCK ADJUST TRANSFER panel is then shown, as below.

The options available to the user are to either:

TRANSFER IN stock or;
TRANSFER OUT stock.

The user selects the TRANSFER QUANTITY line and enters the quantity and then checks the radio button to indicate that it is a TRANSFER IN or a TRANSFER OUT activity.

4. Add a reference so if a parts stock audit is being carried the reason for the transfer will be available.