- Go to Stock > Stock management
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- Click on Move Stock
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- You now have the following options
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- In this instance, we need to allocate the stock that needs to be tracked so under What is the movement of stock? we need to select one of the following
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- Allocate stock to a person
- Allocate stock to a venue/location
- The questions on the page will update according to your selection. Let us use Allocate stock to a person as an example
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- Staff name
- Select the staff name we are allocating stock to
- This list of staff (or locations) will be determined by the staff you permissioned to move this stock
- Product
- If you have a large list of products you can use the Product brand, Product category to narrow your results in the Product name
- Current quantity held by staff
- Here you will see the current quantity of the product held by this person
- This is not editable
- Total quantity being moved
- Here you must enter the total quantity being moved to this person
- New quantity held by staff
- Here you will see the new quantity now being held by this person
- This is not editable
- Please explain discrepancies if any
- Add an explanation of any discrepancies in stock being moved
- Any other details to add to this movement of stock?
- Add notes to this stock movement
- Staff name
- Press Submit
- Repeat this process until all the stock has been allocated
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