Stock in SwiftlyBooks

Start tracking

1. On Items, press Track its stock on each goods item you keep.
2. Here, press Starting stock, and enter what is on hand and what one cost.
3. Under Bought, say if it was bought before these books began, then press Bring it in.

Count it

1. Press Count stock, and enter what is there. The books' figure stays hidden while you count.
2. It counts the branch you're working in. With All branches at the top, choose the Branch and press Start the count.
3. Press Finish the count, then Make the adjustment for the differences.

Adjust it

1. Press Adjust, choose Why, and enter less as a negative quantity, such as -3.
2. Press Save the draft, then Approve on the adjustment.

Move it between branches

1. Press New IBT, choose From and To, and add the items.
2. Press Save the draft, then Send on the IBT.

Ask another branch for stock

1. Press Request an IBT, choose the branch to ask under From, and add each item and how many.
2. Press Send the request. Its approvers are told.
3. At that branch, open it under IBTs, change Send to send fewer, and press Approve and send. Or press Decline and say why.

Good to know

• Approved bills and expenses add stock, and approved invoices and sales receipts take it out. Adjust only for what they don't explain.
• Set each item's Reorder at on its stock page. What falls to it comes first, under To reorder.
• Each item has one cost, in your base currency: average cost, or first in, first out where Settings says so.
• Once an IBT is sent, Print note gives the note that travels with the goods, to sign on arrival.
• You move stock only from or to the branches you work in. You may ask any branch for stock.

Related

• Items
• Bills
• Purchase orders
• Reports