Stock Transactions

All stock movements are recorded as transactions for full traceability.

Transaction Types

Inbound Transactions

Outbound Transactions

Viewing Transactions

Transaction Log

1. Go to ERP > Stock > Transactions
2. View all movements
3. Filter and search

Filter Options

Transaction Details

Click any transaction to see:

Transaction Sources

From Orders

Order-related movements:

Sales Order → Reservation → Pick → Ship
Purchase Order → Receive → Put Away

From Transfers

Transfer movements:

Transfer Order → Ship → In Transit → Receive

From Adjustments

Manual adjustments:

• Stock counts
• Write-offs
• Corrections

From Production

Manufacturing movements:

• Components consumed
• Finished goods received

Audit Trail

Full Traceability

Every transaction records:

• Who made the change
• When it happened
• Why (reason/reference)
• Before and after quantities

Compliance

Transaction logs support:

• Financial audits
• Inventory audits
• Regulatory compliance
• Dispute resolution

Transaction Reports

Movement Summary

Overview of movements:

Stock Movement Report

Detailed movement analysis:

1. Select date range
2. Choose products/categories
3. Select stock sites
4. Generate report

Sample Output:

Stock Flow Analysis

Visual movement analysis:

graph LR
    A[Opening: 100] --> B[Receipts: +500]
    B --> C[Shipments: -400]
    C --> D[Adjustments: -10]
    D --> E[Closing: 190]

Transaction Reversals

Correcting Errors

If a transaction was made in error:

1. Create offsetting transaction
2. Note reason for correction
3. Both transactions remain in log

Void vs Reverse

Best Practices

Documentation

• Include reference numbers
• Add notes for unusual movements
• Use consistent reason codes

Monitoring

• Review transactions daily
• Watch for unusual patterns
• Investigate discrepancies promptly

Retention

• Keep transaction history per policy
• Archive for compliance requirements
• Enable reporting on historical data

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