Available for:
- Roles: Administrator
- Plans: Starter, Premium, On demand
When to Use Inventory
- To check and correct the actual stock quantity.
- When there are discrepancies between physical stock and system stock.
- To update the unit price or currency of a part.
- During regular stock checks to ensure accuracy.
Inventory is ideal for adjusting exact quantities without performing a replenishment.
Steps to Inventory a Part
- Go to the Spare Parts tab or open the part’s detail page.
Click Inventory in the dropdown menu accessible via the “three dots” button.
- In the window that opens, enter the actual stock quantity.
- If necessary, modify the unit price or currency.
Click Validate to save the inventory.
You can enter a quantity higher or lower than previously recorded; the system will update the actual stock accordingly.
Adjusting Quantity / Price / Currency
- Quantity: adjust according to the physical count.
- Unit Price: update if the cost has changed.
- Currency: change if necessary.
This flexibility allows you to correct errors and reflect the actual stock values.
History of Movements
- Each inventory is recorded in the part’s movement history.
- Available information includes:
- Movement type: Inventory
- Date and time
- User performing the inventory
- Quantity modified
- Price and currency (if modified)
The history provides accurate tracking and full traceability of all stock changes.