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ERPInventory

Stock Entry

How to record stock movements between warehouses.

Overview

A Stock Entry records the movement of items — receiving stock, transferring between locations, or issuing materials. It is used for movements that don't come from a Purchase Order or Sales Order.

To access: Stock → Stock Entry

Stock Entry Types

TypeWhen to use
Material ReceiptReceiving stock not tied to a Purchase Order
Material IssueIssuing stock out of a warehouse (consumables, write-offs)
Material TransferMoving stock between two Cola Solar warehouses

Receiving Stock (Material Receipt)

  1. Go to Stock → Stock Entry → New
  2. Set Stock Entry Type to Material Receipt
  3. Set the Posting Date
  4. Under Items, add each item received:
    • Select the Item
    • Set the Target Warehouse — where stock is going
    • Enter the Quantity
    • Enter the Basic Rate (cost per unit)
  5. Click Save then Submit

Transferring Stock Between Warehouses

  1. Go to Stock → Stock Entry → New
  2. Set Stock Entry Type to Material Transfer
  3. Under Items, add each item:
    • Select the Item
    • Set the Source Warehouse — where stock is coming from
    • Set the Target Warehouse — where stock is going
    • Enter the Quantity
  4. Click Save then Submit

Issuing Stock (Material Issue)

  1. Go to Stock → Stock Entry → New
  2. Set Stock Entry Type to Material Issue
  3. Under Items, add each item:
    • Select the Item
    • Set the Source Warehouse
    • Enter the Quantity
  4. Add a note explaining the reason for issue
  5. Click Save then Submit

Submitted Stock Entries cannot be edited. Cancel and resubmit if corrections are needed.

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