Warehouse management in Precoro includes:

1. Adding and updating the stock balance

2. Creating Stock Transfers

3. Completing the Stock Transfers



Table of Contents:

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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".

 How to complete stock transfers for non-catalog items?

- 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.