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Issuing Stock
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=== Overview === There are two main ways to issue stock on PRS: * Issue stock directly from a stock location * Issue via Requisitions (AKA picking lists) **The advantage to issuing via Requisitions is that the data history can be traced further back and links stock movements to Requisitions, instead of existing in isolation === Issuing from a stock location === ==== Desktop ==== * Navigate to Product Management β Stock Locations * Choose a stock location to issue items from. The current holdings (stock) is displayed on the right hand side of the screen [[File:Stock locations.png|frameless|899x899px]] * Select a holding to issue from β click the red Issue button [[File:Issue button.png|frameless]] * Fill in details such as Quantity, Employee, Job and Notes as required and press OK. The transaction will now be reflected in Stock Movements *[[File:Issue stock.png|frameless|520x520px]] <br /> ==== Mobile ==== === Issuing via Requisitions === ==== Desktop ==== ===== Overview ===== * Navigate to Logistics β Site Requisitions (name could be changed in the future) * Create a new Requisition or select an existing one from the list. Filter the list as needed using the dropdown menu at the top of the list * The items (Requisition Items) on the Requisition are displayed in the middle grid, and will refresh when selecting a different requisition * Add or edit items in the list as desired * When adding, first select the product required, then double click to edit and change details like quantity and the specific stock holding to take from * Ensure that '''Quantity''' and '''Location''' are filled in for each item[[File:2.png|frameless|1470x1470px]] ===== Progressing Requisition Status ===== * A Requisition needs to go through 3 stages to be complete # Filled - when all the required items have been added to the requisition # Delivered or Taken By an Employee - when the items have been taken from stock # Stock Holdings updated - when the corresponding transactions have been completed. #* Each item must have a holding to issue from, otherwise PRS will be unable to generate stock movements * Use the buttons in the bottom right of the screen to progress through the stages [[File:Requi buttons.png|frameless|449x449px]] ==== Mobile ====
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