Review stock and stock movement
Stock is useful when the unit, location and transaction context are clear. A sale and a stock correction should have different reasons.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open inventory for the intended branch or warehouse and find the relevant item. Check its unit and quantity.
- Use the available receipt, adjustment or movement action for the actual event. Record an accurate reason where requested.
- Reopen the item and inspect the resulting quantity and movement record. Check low-stock items before placing a restock order.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.