# Process

# Stock Management

# Stock Value Adjustment

#### {{@848}}

<div aria-label="Page Section Options" class="pointer-container" id="bkmrk-%C2%A0-4" refs="pointer@pointer" tabindex="-1"><div class="pointer flex-container-row items-center justify-space-between p-s anim "><div class="flex-container-row items-center gap-s" refs="pointer@mode-section"><button class="text-button icon px-xs" title="Include tag mode, Press to show permalink"><svg class="svg-icon" data-icon="include" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button><div class="input-group"> <button class="button outline icon" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div></div></div></div><p class="callout info"><span class="ts0"> Original Content -[Click Here](https://hugeerp10.co.za/hsofmanual/books/bim-activity/page/stock-value-adjustment)</span></p>

# Stock Level Adjustment In and Out

{{@847}}

<p class="callout info">Original Content [- Click Here ](https://hugeerp10.co.za/hsofmanual/books/bim-activity/page/stock-level-adjustment-in-and-out)</p>

# Stock Take

{{@1328}}

<p class="callout info">Original content - [Click Here](https://hugeerp10.co.za/hsofmanual/books/stock/page/stock-take "Stock Take")</p>

# Mobile Scanning (Webatar)

# Stock Enquiry

<span class="ts0">The inventory enquiry gives information about an item</span>

<span class="ts0">Video training 202402 - [Webatar\_inventory\_enquiry.mp4](https://hugeerp10.co.za/hsofmanual/attachments/29)</span>

1. <span class="ts0">Price</span>
2. <span class="ts0">Location</span>
3. <span class="ts0">Brand, Make and Model</span>
4. <span class="ts0">Quantity on Hand</span>
5. <span class="ts0">Multiple pricing levels</span>
6. <span class="ts0">Stock Movement by a specific period</span>
7. <span class="ts0">Images and photos</span>
8. <span class="ts0">Item Accessories</span>

#### <span class="ts0"> Item Information</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/scaled-1680-/44Qimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/44Qimage.png)

---

#### Taking a Photo

Taking a Photo on your device to upload to the system

Video Training 202402 - [Inventory\_Photo.mp4](https://hugeerp10.co.za/hsofmanual/attachments/28)

<div aria-label="Page Section Options" class="pointer-container" id="bkmrk-%C2%A0-1" refs="pointer@pointer" tabindex="-1"><div class="pointer flex-container-row items-center justify-space-between p-s anim is-page-editable"><div class="flex-container-row items-center gap-s" refs="pointer@mode-section"><button class="text-button icon px-xs" title="Include tag mode, Press to show permalink"><svg class="svg-icon" data-icon="include" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button><div class="input-group"> <button class="button outline icon" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/scaled-1680-/dykimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-02/dykimage.png)

<p class="callout info">Original Content - [Click Here](https://hugeerp10.co.za/hsofmanual/books/stock/page/inventory-enquiry)</p>

# Stock Count

<span class="ts0">{{@1113}}</span>

<p class="callout info"><span class="ts0">Original Content - [Click Here](https://hugeerp10.co.za/hsofmanual/books/stock/page/stock-count)</span></p>

---


#### Webatar App Stock Receive and GRV

{{@1329}}

<p class="callout info">Original Content - [Click Here](https://hugeerp10.co.za/hsofmanual/books/stock/page/stock-count-receive-stock)</p>

---

#### Outwards Stock - Invoice

{{@1330}}

<p class="callout info">Original Content - [Click Here](https://hugeerp10.co.za/hsofmanual/books/stock/page/stock-count-invoice)</p>

---

#### Outwards Stock - Back to Supplier - RTS

---

#### Inwards Stock - Return from Customer - CN

---

#### Stock Take

{{@1328}}

<p class="callout info">Original Content - [Click Here](https://hugeerp10.co.za/hsofmanual/books/stock/page/stock-take)</p>

# Stock/Inventory Analysis

# Stock/Inventory Count

<span class="ts0">{{@1113}}</span>

<div aria-label="Page Section Options" class="pointer-container" id="bkmrk-%C2%A0-2" refs="pointer@pointer" tabindex="-1"><div class="pointer flex-container-row items-center justify-space-between p-s anim is-page-editable"><div class="flex-container-row items-center gap-s" refs="pointer@mode-section"><button class="text-button icon px-xs" title="Permalink mode, Press to show include tag"><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button><div class="input-group"> <button class="button outline icon" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div><p class="callout info">Original Content [Click Here](https://hugeerp10.co.za/hsofmanual/books/stock/page/stock-count)</p>

# Stock/Inventory Movement

To track the movement of a specific item you would login to the Inventory Manual.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/Pe9image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/Pe9image.png)

Here can search for a specific item and seen the movement over a selected time period.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/EdQimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/EdQimage.png)

From here you can also check what stock you have on hand by click Inventory Overview at the top and then click on Load Totals.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/50pimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/50pimage.png)

This will give you a broad overview of your stock item including:

- How many of this specific item you currently have in stock.
- How many are on open Quotes, Sales Orders, Invoices etc.
- You can also come here to recalculate your stock should you need to.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/VEmimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/VEmimage.png)

You can follow through with the tabs on top of this screen, this will provide you with additional detail on this product.

- Work in progress
- Pricing levels
- Movement
- Sales

You can also add a picture of this item or any other external information you need.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/0CKimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/0CKimage.png)

# Stock/Inventory Enquiry



# Stock/Inventory Report

{{@270}}

<p class="callout info">Original Content [Click Here](https://hugeerp10.co.za/hsofmanual/books/report-favorites/page/favorites)</p>

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## Inventory Count

 {{@135}}

<p class="callout info">Original Content [Click Here](https://hugeerp10.co.za/hsofmanual/books/dim-reports/page/inventory-count)</p>

---

### Inventory Transactions

{{@142}}

<p class="callout info">Original Content [Click Here](https://hugeerp10.co.za/hsofmanual/books/dim-reports/page/inventory-transactions)</p>

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### Inventory Transactions

{{@1412}}

<p class="callout info">Original Content [Click Here](https://hugeerp10.co.za/hsofmanual/books/dim-reports/page/stock-count-sales-analysis)</p>

---

### Stock Movement Per Month

{{@151}}

<p class="callout info">Original Content [Click Here](https://hugeerp10.co.za/hsofmanual/books/dim-reports/page/stock-movement-per-month)</p>


<div aria-label="Page Section Options" class="pointer-container" id="bkmrk-%C2%A0-6" refs="pointer@pointer" tabindex="-1"><div class="pointer flex-container-row items-center justify-space-between p-s anim is-page-editable"><div class="flex-container-row items-center gap-s" refs="pointer@mode-section"><button class="text-button icon px-xs" title="Permalink mode, Press to show include tag"><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button><div class="input-group"> <button class="button outline icon" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div>

# Process Flows

### Purchase Order Flow

1. <span class="ts2">Purchase Order</span>
2. <span class="ts2">Receive Stock</span>
3. <span class="ts2">Delivery Note</span>
4. <span class="ts2">Supplier Invoice GRV</span>

PDF Document - [HSOF Purchase Process.pdf](https://hugeerp10.co.za/hsofmanual/attachments/26)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/sBQimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/sBQimage.png)

<p class="callout info">Original Content -[ Click Here](https://hugeerp10.co.za/hsofmanual/books/process-flows/page/purchase-order-flow-1oF/edit)</p>

---

### Sales Order Flow

Sales flow with

1. Quote
2. Sales Order
3. Invoice
4. Dispatch stock

PDF Document - [HSOF Sales Process.pdf](https://hugeerp10.co.za/hsofmanual/attachments/25)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/mA5image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/mA5image.png)

<p class="callout info">Original Content - [Click Here](https://hugeerp10.co.za/hsofmanual/books/process-flows/page/sales-flow-process)</p>

---

### Stock Count Flow

Stock Count flow chart

1. <span class="ts2">Stock Received (Stock in, Supplier Invoice - GRV)</span>
2. <span class="ts2">Invoice (Stock out)</span>
3. <span class="ts2">Stock Level Adjustment</span>
4. <span class="ts2">Stock Return (Stock Out)</span>
5. <span class="ts2">Credit Note (Stock In)</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/0gZimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/0gZimage.png)


---

### Stock Take Flow

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/scaled-1680-/xXBimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-08/xXBimage.png)