Creating stock management

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:52 PM by Alex C

  • Go to Stock > Stock management
  • Click on Add new
  • Give your stock management a Name
  • Allocating permissions
    • You must now allocate the jobs and staff that will have permission to manage the stock movements
    • Jobs
      • Search the jobs on the left and then add to the selected jobs to the right
      • You can add jobs to selected jobs by
        • Double-clicking the job name in the search list
        • Selecting the job name in the search list and using the button with the right arrow to move to the selected job list
        • You can add all jobs in the search list to the selected jobs list in bulk by clicking on the double arrow right button
      • In this example, we have added permission for two jobs to be allowed to manage the stock
    • Staff
      • The staff booked onto the selected jobs in the previous block will be shown in staff block
      • Move the staff to the permissioned staff on the right to allow them to manage the stock
    • Locations
      • You can add locations to allow stock to be moved to and from these locations
        • These locations are taken from the location database. See: Location database
        • These locations might be warehouses, offices or the actual event location itself.
    • Products
      • Here you must select the products that you want to manage
    • Press Submit when you are happy with your selections

 

 

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