This tab shows all movements of purchase orders and any document created that will affect stock levels.

It can also allow you to add documents quickly if you are in this screen

Receive Delivery

You can receive a delivery on the fly or select from a list of existing purchase orders to mark as delivered

Receive items for a delivery that you have not created a purchase order for (on the fly)

  1. Select receive delivery
  2. Add in items that you have received from either inventory pick list or system grid
  3. Click OK - this will add a purchase order at status completed
  4. Right click on it and select Bill to finish and create a supplier invoice

Receive items for a purchase order that has already been created

  1. Select receive delivery
  2. Click on the red pin to open the pop up window and select the purchase order you are receiving
  3. Click OK - this will change the purchase order to status complete
  4. Right click on it and select Bill to finish and create a supplier invoice

Transfer Out

This is used to transfer items to another location and account for the stock levels changing against each

Create the transfer out document

  1. Select the 'Transfer Out' icon
  2. Enter Source - this is the location that is having the stock taken away
  3. Via is TRANSIT
  4. Enter destination - where will the items end up
  5. Add your items as you do with a purchase order
  6. Click OK when complete
    → This will create a 'Transfer Out'  document and reduce the stock levels at the source location. The items will then need to be received into inventory by the destination location

Receive the goods into inventory

  1. Find the 'Transfer Out' document that the source location has created
  2. Right click on it and select ' Transfer In'
  3. This will create a 'Transfer In' document and increase the stock units on hand in the Destination location

Return Stock

Return stock is designed to return stock to the supplier and reduce the levels of stock on hand in your inventory count.

You would use this in cases like a supplier recall or the stock is damaged and you are expecting refunds for the items going back

  1. Select 'Return Stock'
  2. Enter in the location that they are being taken out of
  3. Enter the supplier you are returning them to
  4. Select your items either one by one from the add functions or click on the red pin to return a whole purchase order
  5. Click OK once you have entered your items
  6. Find your return under the movements tab > highlight and right click and select ' Supplier Credit'
  7. Open the ordering tab. You will see a 'Supplier Credit' for the return we have just done.
  8. Select the supplier credit > right click and select 'return stock'
  9. Right click again and select 'Complete' this will stop any further changes to the credit and increase your stock on hand

Adjust Items

This is used to change the stock levels you have on hand to match a stock take balance. From time to time you may need to adjust your stock levels as they differ from what is on hand. This could be due to theft, breakage, written off stock, or any other reasonable reason as to why your levels don't match. NB: If your counts are out by a few items this is ideal, if your counts are out by 100's of items we recommend investigating incomplete purchase orders, looking at the history of sales and movements as there might be another reason for such a large discrepancy.

  1. Select Adjust Items
  2. Enter the location you are adjusting the levels for
  3. Reference is for your internal reference
  4. Add your items one by one or by system spreadsheet
  5. Enter in the amount you are adjusting your stock levels by NOT the physical count.
    i.e If your stock take says you have 10 on hand and you count 8 then the amount you enter is -2 to reduce the 10 to 8.
  6. Select OK and your levels will be adjusted based on the changes you made 

Customer Sale

This is used to account for stock levels decreasing when items are going to internal customers. For example marketing may hand out t-shirts as a promotion, the stock levels need to be correct but they aren't being sold via Salespoint to reduce the levels. Or you could offer your staff free lunch as part of their contract, you would create a customer sale in inventory to account for the sandwich and bottle of water they had.

You could have a customer set up as Marketing or Lunch, they don't have to be the name of the person, just an indication of where it is going for reporting purposes.

  1. Select new customer
  2. Enter the location the item is coming from
  3. Enter in your units either one by or you can attach to an existing customer invoice document
  4. Select OK - this will create a 'Customer sale'
  5. Right click on the customer sale and select 'customer invoice' - This will appear in the 'Ordering' tab. 
  6. Find your customer invoice in the ordering tab > right click and select Complete to finish the transaction

Stock Valuation

This can be used to adjust your stock levels and the average price - change the valuation of the stock. This is helpful if the cost of an item from the supplier has changed and you want the average cost to reflect this rather than the weighted cost of historical purchases

  1. Select stock valuation
  2. Enter in the location you want to change the stock value for
  3. Reference is for internal reference, perhaps the reason why the value of the stock is being changed
  4. Enter in your items, the new stock levels and cost
  5. Select OK
  6. This will create a 'Stock Valuation' in the Movements tab
  7. Select the 'Stock Valuation' right click and select complete to commit your changes

Stock Assembly

Assembly or Package - This feature allows products to be created in Inventory that are “made up” or packaged from multiple component products. When this packaged product is sold in Salespoint, the component products are decremented from stock in Inventory.
Fabrication - the process of creating packaged products is called fabrication. There are two types of fabrication - "On-The-Fly" and Pre-Packed. "On-The-Fly" is made up during the sales process (e.g. a hamburger), while Pre-Packed are just that - packed before the sale, for instance a Gift Pack.

  1. Select 'Stock Assembly'
  2. Enter in the location the stock is being purchased into
  3. Enter reference - this is internal reference
  4. Add your items - each one will prompt with an assembly item pop up
  5. Add in your units of measure 
  6. Add in your units 
  7. Select the account the cost is to being charged to
  8. Select ok

***** I have no idea after that. It just becomes complete but it looks just like a purchase but called 'Stock Assembly'  It doesn't seem to be related to an item that they would be assembled with ********