User Guide › Warehouse
Overview
Use Stocking to record stock-related information in the Warehouse area. Warehouse managers and other users with access to warehouse functions use this page when stock information must be entered and saved as a WarehouseDetails record. Complete the required information before saving the record.
Before you start
Ensure that you have access to Warehouse and Stock Product. Have the required stocking information available before you begin, because the form validates required entries when you save.
Steps
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On the application navigation bar, select Warehouse.
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Select Stock Product to work with the stocking record.
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Enter the required stocking information on the form. Complete every field marked as required before saving.
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To keep the stocking record open after saving it, select Save.
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To save the stocking record and exit the page, select Save and Close.
Tips & cautions
Note: The form validates the record when you select Save or Save and Close. A stocking record cannot be saved while required information is missing.
Warning: If you leave the page after making changes without saving, the application displays a warning about unsaved changes.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The stocking record does not save. | One or more required fields are incomplete. | Complete the required information and select Save again. |
| A warning appears when leaving the page. | The stocking record contains unsaved changes. | Select Save to retain the changes, or discard the changes when appropriate. |
| The Warehouse area is not available. | Your user account does not have access to the warehouse functions. | Use an account with access to Warehouse and Stock Product. |
Result
The stocking record is validated and saved, or saved and closed, according to the action you selected.
Related pages
- Goods Return Note
- Transfer Order
- Warehouse — Learning Path
- Warehouse — Overview
- Getting Started with Warehouse
- Delivery Note
- External Service Type
- Inspection
- Goods Issue Note
- Awaiting Inspection
- Awaiting Storage
- **Delivery Note
- External Service Type
- Inspection
- Goods Issue Note**
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