Stock ledger
Trace the recorded history behind a stock balance, including receipts, transfers, consumption and corrections.
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A stocktake is not a shortcut
Can I use a stocktake to fix a missing receipt or transfer?
No. A stocktake records what is physically present and explains variances. Record the missing receipt, transfer or waste through its correct workflow, then use the ledger to trace the history.
Stock ledger
Where can I find why a stock balance changed?
Use the Stock Ledger. It is the traceable history behind the balance and links each movement to its source event, such as a receipt, transfer, completed sale or approved correction.
Transfers change location, not total stock
When should I dispatch and receive a stock transfer?
Dispatch when stock physically leaves the source. The destination confirms receipt only after counting the delivery. A transfer changes where stock is held, not total business stock.
Who can use it
Before you start
- Have the item, location or source order to investigate.
Know the screen
1
Movement list
Shows each traceable increase, decrease or reversal.
2
Source reference
Links the movement to the operational event that created it.
Step by step
1
Filter by item and location.
2
Read movements in time order and open their source reference.
3
Escalate a proven discrepancy with the evidence collected.
Watch out
- Do not delete history; use an approved reversal or adjustment with a reason.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /inventory/ledger