Inventory operations: transfers, adjustments, counts and batches

#Before you start

1. Warehouses, with “allow negative stock” and valuation method (weighted average by default; per product or per warehouse FIFO/LIFO possible).
2. Inventory posting ledgers: stock asset, goods-received control, COGS and stock variance.
3. Approval workflows for STK-TRF (transfers), STK-ADJ (adjustments) and CYC-CNT (counts) if your policy needs approval.

#1. Transfer stock between warehouses

1. Create the transfer in Stock transfers with source and destination warehouses (they must differ) and positive quantities.
2. Submit for approval (STK-TRF workflow) or approve directly (superuser).
3. Dispatch: stock leaves the source into an automatic “Goods in transit” warehouse. Then Receive at the destination. Or use Complete to do both in one step.

#2. Adjust stock

1. Create an adjustment in Stock adjustments; for each item enter the difference and a reason.
2. Submit for approval (STK-ADJ) — or a superuser approves directly.
3. Post (superuser). Stock is increased or decreased by each difference.

#3. Cycle count (stock count)

1. Create a count in Cycle counts and Start it — BSuit snapshots the system quantities.
2. Enter the counted quantity for every line, then Complete (all lines need a count).
3. Submit for approval (CYC-CNT), then Post adjustments (superuser, once only).
4. Variances are applied to stock and posted: stock asset against stock variance.

#4. Batches, quality and expiry

1. Batches are created on receipt (or automatically when a stock-moving purchase invoice is posted). Manage them in Batches.
2. Quality status: released, quarantine, testing or rejected. Stock in a batch that is not released cannot be issued.
3. A daily job marks batches expired and raises alerts at 90, 60, 30 and 0 days (Batch expiry alerts); acknowledge and resolve them.
4. Use first-expiry-first-out suggestions when picking.

#Reports