FAQ - How Can I Add On-Hand Stock?


On-Hand stock can be added by manually creating a PO or adding a PO adjusment.

Note: On-hand stock cannot be imported directly into DocketManager.


To Manually Create a PO:

Step     Action

  1.       Select {Inventory} and then select the PO tab.

  2.       Select {New} on the PO tab. A New PO edit page will open.   

         

  3.      Complete the Details fields. (For more detailed description of fields, see PO-Stocks)

           Notes: Status of PO must be pending before adding stock.

  4.      Select {Save}. The page will now show the number of the new PO.

       

Once the PO Details have been saved, stock can be added.

Step     Action  

  1.       From the PO edit page, select {Add} under Stocks. An Add Stocks modal will open.

     

  2.       Select stock by checking boxes on the left-hand side. Check box above 

            Stock column to select all stocks. 

  3.       Select {Add}. The added stock will now appear under Stocks section.

  4.     Enter Order Qty for all added stock.


Once the stock has been added, it can be marked as received. 

Note: The PO page must be refreshed before stock can be marked as received.


To mark stock as received:

Step     Action

  1.       From the PO edit page, select {Received}. A New Received Record modal window will open.

  2.      Enter value quantity received for each stock item.      

  3.      Select {Add}. A pop-up window will confirm stocks have been received and purchase order 

           has been set to received/received partial.


To manually adjust stock:

Step     Action

  1.       Select {Inventory}. The page should open on the Stock tab. Located the desired stock and 

            select the stock's name to open the Stock view page.

  1.       From the Stock view page, select {Adjustment} under Inventory. 

            An Adjustment Record modal window will open.    

 

  2.       Enter positive (stock increase) or negative (stock decrease) quantity value.

  3.       Select {Save}. A results window will pop-up to confirm Adjustment Record 

            successfully saved.