How do I move stock from one warehouse to another?
Inventory → Stock transfer. Pick From and To, list what is moving, and post it. A transfer posts no accounting entries.
Open Inventory, then Stock transfer, and choose New transfer.
1. Pick the warehouse it is leaving under From, and the one it is going to under To.
2. Under What is moving, add each product and how much of it. If the product is tracked by batch, pick the batch as well.
3. Set the date, and use the note for anything worth remembering later — who carried it, which vehicle. The note shows on the audit trail.
4. Choose Post transfer.
Three things worth knowing before you post:
• A transfer posts no accounting entries at all. The goods carry their own cost across, so your stock is worth exactly the same before and after. Nothing is bought or sold.
• You can only move what is actually standing in the source warehouse. The screen shows you what is there as you pick each product.
• A posted transfer cannot be edited. If you got it wrong, delete it and post it again.
Transfers only appear once you have more than one active warehouse. Extra warehouses are a paid feature.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
How do license agreements and royalties work?
One licence agreement per licensor: the products covered, the royalty on each, and an optional fixed fee.
How do units and pack sizes work?
A unit is a name and a short form. The bigger pack — a box of 12 — is set on the product.
How do warehouses work?
Every company has one called Main. Extra warehouses are a paid feature, and pickers appear once you have more than one.
How is the cost of my stock worked out?
Stock is valued at weighted-average cost — the running average of what you have paid for it.