Stock documents: recording goods in and out of a warehouseمستندات المخزون: تسجيل دخول وخروج البضاعة من المستودع

Under Warehouse management, four entries record stock coming into or going out of a warehouse with no purchase or sale behind it: Inventory in, Inventory out, Inventory adjustment in and Inventory adjustment out.

1. The four lists

Each entry opens on a list of the documents already recorded. New on the ribbon opens a blank document in a tab of its own, named New Inventory in 1, New Inventory adjustment in 1 and so on, beside the list's tab.

The Inventory in and Inventory out lists show the same columns: Number, Reference, Date, Type, Name, Currency, Description, Total, Account description, Posted and Branch, with more to the right.

The two adjustment lists show the same columns except Account description, so Posted, Branch and User follow Total.

2. Filling in an Inventory in document

The header holds Id, Branch, Undefined auxiliary, Reference and Date. Id is blank on a new document. Below it, the Account tab holds an Auxiliary lookup, an account box, the currency, and the LBP Rate and USD Rate boxes. Projects, Sections, Operations, Address and Region follow.

The Details grid takes one row per item: Number / Symbol, Name, Unit, Warehouse, Quantity, Price, Total and Notes. Pick the item in Number / Symbol. Its Name and Unit then show beside it. Check the Warehouse and the Price before you type the quantity.

The Footer adds up the lines. With one line of 10 at 5.000, it reads Total 50.000, Total LBP 50.000 and Total USD 0.001.

The account box beside Auxiliary shows a red mark while it is empty.

3. Filling in an Inventory adjustment in document

Inventory adjustment in opens with the same header. Its Account tab has a Supplier lookup where Inventory in has Auxiliary, followed by the account box and the currency.

Its Details grid is shorter: Number / Symbol, Name, Unit, Warehouse, Quantity and Notes. The line has no Price or Total, and the document has no Footer.

4. Before you save

• Read the tab caption. It says which of the four documents you are filling in, and the four look alike.
• Check the Warehouse on every line. The goods are counted in and out of the warehouse shown there.
• On Inventory in, check the Price and the Footer's Total.
• Check the account box on the Account tab. A red mark shows while it is empty.

5. Picking the account before you save

The Account panel at the top of each document holds a lookup: Auxiliary on Inventory in and Inventory out, Supplier on Inventory adjustment in and Customer on Inventory adjustment out. Pick a name there first, and the name, its account and its currency fill in beside it. Do this before the rest of the document: Save makes no visible change at all until the account box holds an account, and shows no message.

6. A saved document

Once it saves, the document's Id fills in with a number and the tab's own caption changes from New ... to that same number - both are your proof the document is saved. The document above is 001-2026-In-1. The other three below were each saved with the same item and warehouse, quantity 1, a Reference and a note starting Help centre demo - in the line's Notes column.

7. Finding it on the list

Go back to the list's own tab and press Refresh - the document now sits in the list with its Number, Reference, Date, Type, the account Name you picked and its Total. The two adjustment lists also show Posted, Branch and User.