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Stock In and Stock Out

Pipeline tracks all stock movements as either input (receiving) or output (consumption) transactions.

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Stock In (Receiving Stock)

Screenshot: The Stock In form showing the Date, Supplier, Batch Number, Packs, Items, Location, and Sub-location fields.
To record stock received from a supplier:
  1. Navigate to the SKU detail page
  2. Open the Stock In section
  3. Fill in the transaction details:
    • Date - When the stock was received
    • Supplier - Which supplier delivered it
    • Batch Number - Supplier’s batch or lot reference
    • Packs - Number of packs received
    • Items - Automatically calculated (Packs x Pack Quantity)
    • Location - Which warehouse or store location
    • Sub-locations (A-E) - Bin, shelf, aisle, or other position identifiers
  4. Save the transaction
Additional tracking fields are available for:
  • Best Before End (BBE) date
  • Use By date
  • Manufactured date
  • Serial number
  • Shipment reference and expected date

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Stock Out (Consuming Stock)

To record stock consumption:
  1. Navigate to the SKU detail page
  2. Open the Stock Out section
  3. The grid shows available stock by location with:
    • Location name
    • Free Balance (available for allocation)
    • Allocated Balance (committed to jobs)
    • Total Stock on hand
  4. Expand a row to see individual batches and sub-locations
  5. Click Select on the batch you want to use
  6. Enter the quantity in the popup
  7. Link the output to a specific job if applicable

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Stock Activity History

All transactions are recorded in the activity history for the SKU, providing a complete audit trail of stock movements.