How To Create A Stock Balance Record

Zumzum Financials Knowledge Base

    How to create a Stock Balance Record

    1. Search for the Product you would like to process stock for and click on it.
    2. Scroll to the Stock Balances related list.
    3. Click on New for a new stock balance record.
    4. Select the Warehouse your product is located in.
    5. Select the Location your product is located in.
    6. Click Save.

     

    How to receive Stock for a Product

    1. Find the Product you would like to enter stock for and click on it.
    2. Click on the Related tab.
    3. Scroll down to the Stock Balance related list.
    4. Select the Stock Balance record in the list.
    5. Scroll to the Inbound Stock Movements related lists.
    6. Click on New on the Inbound Stock Movements related list.
    7. Enter a Quantity and Unit cost you would like to assign the stock to for your product.
    8. Set the Type to Opening Balance.
    9. Click Save.