Inventory movements

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Overview

• View all stock changes (in, out, waste, transfer)
• Add new movements (stock in, waste, etc.)
• Filter by type, category, and date
• Edit recent movements (usually last 7 days)
• Export movements for reporting

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Prerequisites

• Inventory Items must exist.
• You need permission to view and create Inventory Movements.

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Step-by-Step Actions

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1. Open Inventory Movements

1. In the left sidebar, expand Inventory.
2. Click Inventory Movements.
3. The movements list opens with stats (Stock In, Stock Out, Waste, Transfer).

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2. Add a stock entry

1. Click Add Stock Entry.
2. Select Transaction type:
   • Stock In – received delivery
   • Stock Out – manual deduction (e.g., given away)
   • Waste – spoilage, spillage, over-preparation
   • Transfer – moved between branches
3. Select the item and enter quantity.
4. For Waste: enter Waste reason.
5. For Stock In: select Supplier and Expiry date if needed.
6. Click Save or Add.

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3. Filter movements

1. Use Type filter: In, Out, Waste, Transfer.
2. Use Category filter: by inventory category.
3. Use Date filter: Today, Week, Month, Quarter.
4. The list updates.

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4. Edit a movement (if allowed)

1. Find the movement (usually only last 7 days are editable).
2. Click Edit.
3. Change quantity or details.
4. Save.

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5. Export movements

1. Click Export.
2. The file is downloaded.
3. Use for reconciliation or reporting.

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Common Mistakes and How to Avoid Them

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End Result

• All stock changes are recorded.
• You can filter and export movement history.
• Waste and transfers are tracked for better control.