[MODULE 12]

Stock

An accurate stock count, fewer stockouts and losses, and expiry dates caught in time.

9 lessons≈ 1 h 02DiscoveryEssential
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What you gain

Know what you really haveEvery entry, sale, loss and transfer is tracked.
Fewer expired productsBatches and expiry dates decide what goes out first.
Stocktakes without the dramaCount, compare, validate: differences are corrected and explained.

The lessons

  1. 1Understanding stock — warehouses, batches, stock tracking and stockoutsYou know where your stock is, what a warehouse and a batch are, and what available, low stock and out of stock mean.Discovery8 min
  2. 2Record a stock entry (entry voucher) in a warehouseThe goods you received are in stock, in the right warehouse, with their purchase price and their entry voucher.Essential8 min
  3. 3Batches, expiry dates and stock exit orderYou can track a delivery by its batch number and spot the products that are about to expire.Essential8 min
  4. 4Correct a stock quantityYou correct a wrong quantity with the right tool for its cause, leaving a trace and a reason.Essential5 min
  5. 5Run an inventory (counting and validation)Your inventory is counted, backed by proof and validated: every difference is corrected in the stock.Essential10 min
  6. 6Transfer stock between warehousesYour goods move from one warehouse to another and the stock of each place stays accurate.Essential7 min
  7. 7Declare a loss or damage (breakage, theft, expiry)Broken, stolen or expired goods are taken out of the sellable stock with their cause, then validated by a manager.Essential7 min
  8. 8View the stock movements ledgerYou can find who moved a stock, when, by how much and why.Essential5 min
  9. 9Export stock and movements (Excel, CSV, PDF)You get the stock report or the movements ledger as Excel, CSV or PDF, with your filters.Discovery4 min