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Chapter 21

Balances, transfers & stocktaking

Item balances per warehouse, transfers between warehouses, and stock adjustments (surplus, shortage or damaged).

FADx ERP 1.88.31
Stock balances, warehouse transfers and stock counts
Stock balances, warehouse transfers and stock counts

Common workflows

  1. 1

    Check an item balance

    Search for it and pick a warehouse or "all warehouses".

  2. 2

    Transfer between two warehouses

    Pick the sending and receiving warehouse and the quantity.

  3. 3

    A stock adjustment

    Enter the difference and its reason (shortage, surplus, damaged…) — the reason is mandatory and appears in reports.

FADx ERP 1.88.31
Tracking goods receipts and deliveries in the warehouse
Tracking goods receipts and deliveries in the warehouse

Messages you may see — and what to do

  • "A service has no stock"

    Service-type items cannot be transferred or adjusted.

  • Transferring to the same warehouse

    Choose two different warehouses.

  • Negative stock confirmation

    If the adjustment would drive the balance below zero, the system asks for explicit confirmation.

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