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.
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Create stock
Creating and editing stock is done nearly as everything else. To create a new stock, press the New stock button:
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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:
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Furthermore, by clicking the pencil you can also choose the following:
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Choosing "Edit items" allows you to create / edit items for that particular stock:
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To create a new stock item, press the New stock item button. Press Back to go back to the stock page.
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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:
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- 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 box