Issuing Stock - Revision history

Nick at 22:35, 7 February 2023

2023-02-07T22:35:15Z

← Older revision		Revision as of 22:35, 7 February 2023
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	* Select a holding to issue from → click the red Issue button [[File:Issue button.png\|frameless]]		* Select a holding to issue from → 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 />		* 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 ====		==== Mobile ====

Nick: /* Overview */

2023-02-03T09:11:46Z

Overview

← Older revision		Revision as of 09:11, 3 February 2023
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	There are two main ways to issue stock on PRS:		There are two main ways to issue stock on PRS:

	# Issue stock directly from a stock location		* Issue stock directly from a stock location
	# Issue via Requisitions (AKA picking lists)		* 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 ===		=== Issuing from a stock location ===

Nick: /* Desktop */

2023-02-03T08:35:08Z

Desktop

← Older revision		Revision as of 08:35, 3 February 2023
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	==== Desktop ====		==== Desktop ====

			===== Overview =====

			* Navigate to Logistics → 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 ====		==== Mobile ====

Nick: /* Desktop */

2023-02-03T08:17:00Z

Desktop

← Older revision		Revision as of 08:17, 3 February 2023
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	==== Desktop ====		==== Desktop ====

			* Navigate to Product Management → 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 → 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 ====		==== Mobile ====

Nick: /* Issuing from a stock location */

2023-02-03T08:07:19Z

Issuing from a stock location

← Older revision		Revision as of 08:07, 3 February 2023
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	=== Issuing from a stock location ===		=== Issuing from a stock location ===

			==== Desktop ====


			==== Mobile ====

			=== Issuing via Requisitions ===

			==== Desktop ====

			==== Mobile ====

Nick: Created page with "=== Overview === There are two main ways to issue stock on PRS: # Issue stock directly from a stock location # Issue via Requisitions (AKA picking lists) === Issuing from a stock location ==="

2023-02-03T08:05:34Z

Created page with "=== Overview === There are two main ways to issue stock on PRS: # Issue stock directly from a stock location # Issue via Requisitions (AKA picking lists) === Issuing from a stock location ==="

New page

=== Overview ===
There are two main ways to issue stock on PRS:

# Issue stock directly from a stock location
# Issue via Requisitions (AKA picking lists)

=== Issuing from a stock location ===