How do I…? — Inventory¶

Use this index to find the page that owns each Inventory procedure.

Buying and receiving¶

If you need to…	OTO words or screens	Usually done by	Go to
Ask for products to be purchased	Purchase Requisition, requisition	Requester or procurement user	Procurement guide
Ask another warehouse for stock	Inventory Requisition	Storekeeper	Procurement guide
Place an approved order with a supplier	Purchase Order, PO	Procurement user	Procurement guide
Receive a supplier delivery	Goods Received Note, GRN	Storekeeper	Procurement guide
Receive only part of an order	Partial delivery, outstanding quantity	Storekeeper	Procurement guide
Record a purchase received without the usual order chain	Direct Purchase	Authorized user	Procurement guide

If you need to…	OTO words or screens	Usually done by	Go to
Issue or consume stock	Stock Out	Storekeeper	Stock operations guide
Record damaged or wasted stock	Damage, reason	Storekeeper	Stock operations guide
Correct stock after a count	Adjustment, physical count	Storekeeper with approval	Stock operations guide
Move stock between warehouses	Transfer	Storekeeper	Stock operations guide
Enter opening quantities	Initial Stock	Authorized setup user	Stock operations guide
Sell or return an inventory item	Inventory Sale, return	Authorized user	Stock operations guide

If you need to…	OTO words or screens	Usually done by	Go to
Create or update an inventory product	Product	Configuration owner	Configuration guide
Buy, store, or issue a product in different units	UoM, unit of measure, conversion	Configuration owner	Configuration guide
Maintain suppliers, warehouses, categories, or delivery addresses	Configuration	Configuration owner	Configuration guide
Check quantities, values, or movement history	Stock reports, Movements	Storekeeper or Supervisor	Reports guide
Prepare for the next business day	New Day, pending documents	Supervisor	Reports guide

UoM means unit of measure; users may say unit, pack, case, bottle, or piece.
GRN means Goods Received Note; users may say receive delivery or goods receipt.
PO means Purchase Order.
Stock Out may be described as issue, consumption, or stock usage.
Movement is the stock history created by a completed stock action.