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Initial Stock Holdings

If you are just starting to use the system in a live situation, all of your stock levels may initially be set to zero and you will need to book in existing stock quantities for those products where the Maintain Stock Levels option has been activated.

  1. Click the Stock tile on the Assisi Desktop and click Stock Received.

  2. The date will default to today’s date but this can be edited if required.

  3. Select the Supplier from the supplier drop down box. (For the stock take, you can create a supplier called StkTake – see Supplier Details above.)

  4. Select the Branch into which the stock is to be received from the branch drop down box.

  5. Click the Add Line tile.

  6. Stock Code: Type in or search for the stock item to be received into stock. The description will be automatically displayed.

Note: Type in the quantity to be received into stock. The unit will default to the main unit for the product and the price will (irrespective of whether you are booking in sub units) default to that for one outer unit.

  1. If the product is batch traceable, type in the batch number and the expiry date.

  2. Note: If that batch number has been received previously, the expiry date will default to the recorded expiry date for that batch – this date cannot be amended from this screen and any changes that you make will not be saved.

  3. Click the Continue tile to add the product details to the Stock Received screen.

  4. Repeat this process for each product to be received into stock and click the Process tile. If you exit the screen without processing the entries, the next time that you access that option for that supplier and branch, you will be warned that a previous stock received session was not processed and offered the opportunity to reload it. If you click Yes, the session will be reloaded and if you click No it will be deleted.