How to enter equipment deliveries
When you purchase new equipment, it will likely not be available immediately but in the near future. Nonetheless, you would like this anticipated stock increase to be reflected in your overview, allowing you to consider it when planning your projects.
Bulk items: we refer to bulk items when we talk about non-serialized items. For these items, you can enter a new delivery date in the future. These equipment items will become available from the delivery date, which can be defined when adding the delivery as follows:
- In the category Equipment module, double-click on a row
- Navigate to the Stock tab
- Click on Schedule stock movements
- Fill in the quantity and a date in the future
- Optional: Change the description if necessary
- Optional: Add details
Serialized items: Serialized equipment items can be added to the stock by simply adding the serialized items to the database. These items will become available as soon as they are active or on the date of the purchase date.
How to decrease your stock
Overtime, you might want to reduce your stock as some of your equipment items will no longer be part of your inventory. This can happen if you for example decide to sell an item.
Bulk items: the stock level of non serialized items can be reduced by adding a negative delivery amount. These items will become unavailable from the delivery date onwards.
- In the category Equipment module, double-click on a row
- Navigate to the Stock tab
- Click on Schedule stock movements
- Fill in the quantity and a date in the future
- Optional: Change the description if necessary
- Optional: Add details
Serialized items: the stock level of serialized items can be reduced in two ways. You can delete the serialized item, or change the item on inactive.
At the moment it is not yet possible to create future negative stock movements for specific serial numbers.