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Stock

Stock is used to attach items / products to it for companies and / or tasks to use.

For creating and editing stock, you should head to the Setup module and choose SETTINGS > STOCK.

Here you will see and manage stock.

Create stock

Creating and editing stock is done nearly as everything else. To create a new stock, press the New stock button:

You need to fill out the following:

  • Title: A title for the stock
  • Module: Choose from one of the following:
    • Equipment: Choose any piece of equipment you already have registered in Microbizz

Edit stock

You can also edit a stock previously created by clicking the pencil and choosing "Edit" or clicking directly on the stock's title:

Furthermore, by clicking the pencil you can also choose the following:

  • Edit items
  • Delete

Choosing "Edit items" allows you to create / edit items for that particular stock:

To create a new stock item, press the New stock item button. Press Back to go back to the stock page.

You have to fill in the following:

  • Product no.: Either a new or a currently registered one. By typing in a product no. that you know exists, Microbizz will automatically find the product you have previously saved by clicking into another field after finishing typing 
  • Product: A title for your item, either a new or a currently registered one. By typing in a product name that you know exists, Microbizz will automatically find the product you have previously saved by clicking into another field after finishing typing 
  • Count: The number of items that are currently in stock
  • Expected count: The actual amount you expect the item to be in stock

Furthermore, you have the following options when clicking on the pencil to the left of a stock item:

  • Edit: Edit the stock item
  • Delete: Delete the stock item
  • Move stock items: Choosing this allows you to move a certain amount of items to another stock:
    • Number of items: The amount you want to move
    • New stock: If you have any other stock in your Microbizz solution, you can choose them from the dropdown boxÂ