Product Delivery and Inventory Guide

 Part 1: Receiving and Adding Delivery to Inventory

Step 1: Acknowledge the Delivery

1. Navigate to Inventory Control → Purchase Orders

2. Open the relevant Purchase Order (PO)
   
   

3. Click Items, Save and Move to Inbox to confirm that the delivery is in progress
   

Step 2: Confirm the Delivery

1. Under Items, enter the actual number of units received:

   • Green = matched quantity

   • Orange = mismatched quantity (review for errors or missing stock)
     

2. Optionally, enter the cost invoice number for reference.

3. Click Take to Storage to finalize receiving and update your inventory.

Result: Your stock is now live, accurate, and ready for sales and order fulfilment

Part 2: Accessing PO History

1. Go to Products → Inventory Control → Purchase Orders

2. Here you can:

   • Check the history of the PO (e.g., creation, sent, delivered dates)

   • Edit the PO (e.g., adjust quantities, add notes)

   • Duplicate the PO to quickly create similar orders in the future
     

Part 3: Viewing Product-Level Delivery History

For each product in your inventory:

1. Go to Products → Product List

2. On the right-hand side of any product row, you’ll find:

   • Delivery History: Shows past deliveries associated with that product

   • Assigned Purchase Orders: Displays which POs included this item

Part 4: Performing a Stock Take

Use this feature to audit and reconcile your actual stock levels with system records.

Step 1: Start a Stock Take

1. Go to: Inventory Control → Stock Takes

2. Click Create Stock Take
   
   

3. Enter:

   • Name

   • Select Warehouse

   • Tick Load items from warehouse

   • (Optional) Allow changes during stock take

4. Click Create Stock Take

Step 2: Match System vs. Actual Stock

1. Open the stock take entry

2. In the Items section:

   • Left: system quantity

   • Right: actual quantity

   • Green = match, Orange = mismatch

3. Click Save and Complete Stock Take

A stock take document is automatically generated and can be printed from the Printouts tab (PDF format available).

Additional Options

• You can edit or duplicate a completed PO.

• Check product delivery history directly from the product list.