Daily stock work
Receiving, removing, recounting, and moving stock
Choose the stock action that explains what physically happened.
On this page
Choose the right action
| Action | What it means |
|---|---|
| Receive | Add stock that arrived. |
| Remove | Take stock out for a sale, use, or another reason. |
| Recount | Set the actual quantity counted. |
| Move | Transfer stock between locations. |
Open a product and use its stock actions. Check the location before entering a quantity; a correct total in the wrong place will still cause trouble when picking or counting.
Record the details that explain the change
For a receipt, enter the quantity received and the purchase cost paid. Use the pack option if receiving whole cases. For a removal, select the reason and enter the sale price when the stock was sold. Add a note that will help you recognize the delivery, job, or correction later.
Use the order’s receiving workflow when stock arrives against an open supplier order, so the remaining ordered quantity stays connected to the delivery.
Review the result
After saving, inspect the product’s balances and recent activity. A Move should lower one location and raise another by the same amount. A Recount should leave the selected stock balance equal to the counted quantity, rather than add that quantity on top.
For several removals at once, use Take out. For a planned count across products, use Stocktake so you retain the scope and variance report.