Warehouse Operations: Import, Export, and Transfer

1. Importing Inventory

1.1. Import Beginning Inventory via Stock Check

To import the initial inventory, you can perform a stock check.

Go to the Warehouse module → select Stock Check → click Add New.

Warehouse Name: Select the warehouse to perform the stock check.

Stock Check Date: Select the date of the stock check.

Upload Stock Check Report: Upload the stock check report from an Excel file.

Product List: The list of products in the warehouse and the stock quantity. Note:

If the actual stock quantity is more or less than the system data, adjust the data in the "Good" column to reflect the actual stock.

If the stock data is equal to the system's record, simply enter the data in the "Good" column as the quantity in the warehouse.

Once completed, click to create the stock check report.

After approval by the designated person, click to finish the stock check process.

If the stock in the stock check report exceeds the system data, select to enter the additional stock quantity.

If the stock in the stock check report is less than the system data, select to deduct the difference.

1.2. Import Inventory via Purchase Orders

To import products based on purchase orders:

Go to the Warehouse module → select Import Inventory → click Add New → choose Import via Purchase Order.

Order: Select the purchase order number to create the import report. (Only purchase orders that are not fully imported or without import reports will appear).

Warehouse: Select the warehouse to import the goods.

Import Date: Select the date of the inventory import.

Supplier Information: Provide contact name, phone number, etc.

Product Information: After selecting the order, the products and their quantities for import will appear.

Click to complete the import report.

1.3. Import Inventory by Product

To import products individually:

Go to the Warehouse module → select Import Inventory → click Add New → choose Import via Product.

Import Date: Select the date of the inventory import.

Warehouse: Choose the warehouse to import the goods.

Reason for Import: Choose the reason for the import, either "Standard" or "Increase Inventory".

Product Information: Select the product for import (product name, quantity, purchase price).

Click to complete the import report.

1.4. Warehouse Import Process

The detailed import report screen will display the approval process for the warehouse. The person responsible for approving the import will approve it, adding the inventory to the warehouse.