Warehouse management in Precoro includes:
1. Adding and updating the stock balance
3. Completing the Stock Transfers
Table of Contents:
- How to add the stock balance?
- How to update the stock balance in bulk?
- How to update the stock balance manually?
- How to complete stock transfers for non-catalog items?
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How to add the stock balance?
1. Select the Warehouse and press Add Stock balance
2. Follow the tips:
- You can hit on the Download button, if you need to get all Inventory items.
- Or select the category or the supplier and download the template to get only certain items.
- Fill out the file with a stock balance. Please note that you need to fill in only the "NEW AMOUNTS" column with the number of products/items you have on stock.
- Upload the file back to Precoro.
Now the stock balance is added to your warehouse.
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How to update the stock balance in bulk?
From time to time, you should revise the stock balance and update it:
1. Choose the warehouse and press "Update Stock Balance".
2. Follow the tips:
- Download the file with your current stock balance.
Update the "NEW AMOUNTS" column values to reflect the correct number of items in stock.
- Save the file and upload it back to Precoro.
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How to update the stock balance manually?
You can update the stock balance by item without downloading templates. To do that:
1. Just click the Edit button:
2. Enter the new quantity. The total sum will be updated automatically. You can also add taxes if needed:
3. Press the save button. The update will also be displayed in the Stock Taking History:
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How to complete stock transfers for non-catalog items?
If you have a "Not Completed Stock Transfers" info-card in the Inventory module, it means that you ordered a non-catalog item and you posted it to the warehouse on the Receipt creation stage. Non-catalog items can not be posted to the warehouse.
There are two ways to proceed with such items:
1. If you don't want to add the stock balance for the non-catalog item or if it was posted to the warehouse by mistake:
- press the info card "Not Completed Stock Transfers".
- and then press remove.
2. If you want to add the stock balance for the non-catalog item:
- go to Catalog Management first and add an appropriate item to the catalog.
- go back to the Inventory module → "Not Completed Stock Transfers" info card → press ADD ITEM Item and match it with a catalog item.
Once it matches, you'll find that item in your warehouse list.
