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Stock Level Adjust

Increasing or decreasing stock levels from Webatar App

Module access setup

New module falls under the Stock Group

System Configuration > General > User Setup

  • Go to the "Module Access" tab
  • Click on "Edit" at the mobile Role

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  • Tick the "Stock Level Adjustment" box

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  • Click on the “Menus” tab
  • Select the Module you are needing the additional settings to, in this case it will be stock Level Adjustment
  • Double‑click “Process Adjustment” to move it over to the "Security Enable" column to enable the user to perform a stock level adjustment.
  • click "Save & Close"
Prompt for User Logs which user captured the stock level and processes this user as the posted user
Process adjustment
Means that when we sync to server you process the adjustment at the same time
It processes adjustment is off, then only save the adjustment.

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Webatar Security setup

  • Login to the Webatar App
  • Click on "Manage Profile"

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  • Scroll down to "Stock"
  • Toggle the "Stock Level Adjustment" to "Show" to activate the Stock level adjustment 
  • Tap the "Tick" at the top right of the page to save the changes

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Menu icon

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Main system stock level adjustment

The main system used is the stock level adjustment journal

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Webatar stock adjust document

Increase stock button This is the default setting, when this is active all scanned stock is assigned Increase
Decrease stock button When clicking on Decrease stock and it is active, any stock scanned will be marked as decrease
Warehouse When switching warehouses, it will apply the warehouse to the new scanned items
Send to Server This will either save the stock level or process the stock level adjustment based on the security setup

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Editing an item

Increase / Decrease Click on the button to change increase or decrease of item
Set Count Set the count by manually entering a number or using the + and - button to change count
WarehouseLocation Change the warehouse of the item
ReasonEnter a reason for the adjustment
Accept Accept the changes
Send to ServerSync your stock level adjustment to the main system

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Main system

The stock level adjustment will create a document in the main system with stock level adjustment

Inventory > Activity > Stock Level Adjustment

  • Click search to see your stock level adjustment after clicking "Send to Server"

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