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Prerequisites

Ensure warehouses (e.g., Stores, Work-in-Progress) are created under Stock > Status > Warehouse

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1.0 Record Incoming Raw Materials

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1.1 Via Purchase Receipt

  1. Navigate to Stock > Stock Transactions > Purchase Receipt > New.
  2. Fill in:
    • Supplier: Select the vendor.
    • Items Table: Add the raw material item.
    • Quantity: Enter received quantity.
    • Warehouse: Select the destination warehouse (e.g., Stores).
    • Batch/Serial No (if enabled): Assign or create a batch.
  3. Submit to update stock levels.

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1.2 Via Stock Entry (Material Receipt)

Use this for internal transfers or non-purchase receipts (e.g., returns):
  1. Go to Stock > Stock Transactions > Stock Entry > New.
  2. Set Purpose to Material Receipt.
  3. Under Items:
    • Add the raw material.
    • Specify Quantity and Target Warehouse.
  4. Submit to add stock.

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2.0 Record Outgoing Raw Materials

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2.1. For Production (Stock Entry)

  1. Navigate to Stock > Stock Transactions > Stock Entry > New.
  2. Set Purpose to Material Issue or Manufacture.
  3. Under Items:
    • Add the raw material.
    • Select Source Warehouse (e.g., Stores).
    • Assign Batch/Serial No (if tracked).
  4. Submit to deduct stock.

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2.2. Via Delivery Note

For outgoing materials to customers or other locations:
  1. Go to Stock > Stock Transactions > Delivery Note > New.
  2. Add the raw material item.
  3. Select Source Warehouse and Quantity.
  4. Submit to record the outbound transaction.

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3.0 Monitor Material Movement

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3.1 Stock Ledger Report

  1. Navigate to Stock > Stock Reports > Stock Ledger.
  2. Filter by Item, Warehouse, or Batch to view:
    • All incoming/outgoing transactions.
    • Dates, quantities, and linked documents (e.g., Purchase Receipts, Stock Entries).

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3.2 Stock Balance Report

  1. Go to Stock > Stock Reports > Stock Balance.
  2. Filter by Item or Warehouse to see:
    • Current stock quantity.
    • Incoming/outgoing trends.

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3.3 Batch-Wise Tracking

  1. Navigate to Stock > Serial No and Batch > Batch.
  2. Open a batch to view its Stock Ledger for movement history.

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4.0 Automate Alerts and Reordering

  1. Reorder Levels: Set Minimum Stock Level for items in the Item List to trigger alerts.
  2. Stock Projected Qty Report: Use Stock > Stock Reports > Stock Projected Qty to forecast stock needs.

Tips

Real-Time Tracking: Stock levels update automatically with every transaction.
Integration: Movements sync with accounting (e.g., inventory valuation) and manufacturing modules.
Audit Trail: Every transaction is logged with timestamps and user details.