In a perfect world stock on hand would simply be the quantity of parts ordered less the quantity sold - but there are plenty of scenarios you might need to do a manual adjustment such as:
Theft, breakages & lost parts
Consumables used internal jobs
Incorrectly chosen parts on jobs or orders
To enter an 'opening stock on hand figure' for parts already in stock before you started using Auxo Workshop.
Here's how to adjust you stock quantities in Auxo Workshop:
1. Access the Inventory Section: From the main menu, click Inventory then select Parts.
2. Find the Part: Select the part from the Parts List, or use the Search Bar to locate it.
💡Tip: If the item is not already in your Inventory, you can add it as a new item. See: How to Add Parts / Stock Items to Inventory
3. On the Part Details page, ensure that the Unit of Measure is correct and you can optionally define the Bin Location:
4. Adjust Stock Levels
Click the cog icon in the bottom-right corner.
Add the Adjustment Amount and the Reason for Adjustment as required and click Confirm to update your stock quantity:
Now that the stock has been updated, it can be seamlessly added to Jobs, Invoices, and Purchase Orders, with all details from your inventory records automatically populated.