After creating your types of equipment, you will need to set quantities of how many pieces of equipment you own. The Stock In page is where you increase the quantity owned and the Stock Out page is where you decrease the quantities owned. It is also the method on which you enter information about when you purchased equipment, how much you paid for it, and any extra information which you may choose to enter.
To increase the quantity owned for your equipment, it must first be created as a type.
To add equipment quantities to your inventory:
icon: Equipment Book
tab: Stock In
Enter the quantity you wish to increase.
Select the Type of equipment you wish to add by clicking on the description field and using the Smart Find Window. If the type you are adding does not appear on the list, create it on the Types page first.. You can add the date, the unit price, select your currency, enter a note and reference (usually PO#), if required. There is also an Extra information tab which allows for more detailed purchasing information.
If you have more than one Type to add, after each entry press the
Add New button and repeat the process. If you make a mistake and need to delete a single line, press the Ctrl Key and the Delete Key at the same time or press the
delete button. If you wish to cancel all the entries in the Stock In page before posting, press the
cancel button. You will be prompted with a popup to confirm that you wish to cancel the stock edit session:
No quantities are adjusted until you press the
Update button.