Creating a stock change order item

Changes or corrections to the stock, for example:
  • Blocking products
  • Switching locations
  • Changing the owner
  • Changing attributes/properties/quantities
  1. Create an order or open one in the Order submenu using the filters.
  2. In the View menu, click Order Items.
  3. Click next to Open and click Add.
  4. Select the operation type Stock Change from the drop-down menu.
  5. Click Save.
  6. Select an Operation and Cost Centre.
    Note: The cost centre is automatically filled in if it has been configured for the selected customer.
  7. Add the planned goods you want to make changes to.
    Note: Usually, you will want to change attributes for goods in stock. Use stock selection to choose the goods.
    A dual tile appears.
  8. Double-click the tile or click > Edit to make changes to the goods.
  9. In the Edit window, consult the original product attributes in the From Stock column and change the attributes to your liking in the To Stock column.
    Note: When you are changing quantities, you have to alter Gross en Net Weight proportionally. For example, you cannot increase the gross weight and lower the net weight.
    Tip: Change the Status of the goods to block them in the inventory.
    Tip: Use to copy a change to all other planned goods in the order item.
  10. Click Save.
    Tip: Click Save & Copy if you want to add a similar tile. An identical tile is created, which you can amend if necessary.
    Tip: You can also click > Add in the row the tile is located in to generate a tile of the same product.
  11. Click in the task bar to save any changes.
The stock change order item has been created and saved.
The order item is ready to be approved.