# Stocking

_Applications › Warehouse_

![Stocking](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ea0d1de1bd22e954b0176c521f785db2.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A91.78%2C%22y%22%3A11.15%2C%22w%22%3A6.22%2C%22h%22%3A4.46%2C%22label%22%3A%222%20%20Product%22%7D%5D%7D)
*Stocking*

![Product](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/07148279447444429d3cfc83758608a7.png)

## Overview

Use Stocking to create and save a stock product record in the Warehouse application. Warehouse and inventory users use this workspace when they need to record a product-related entry, add a note, and include supporting files. Save the record when it is ready to remain open for further work, or save and close it when the entry is complete.

## Workflow

1. Open the Warehouse application and select **Stock Product** to start a new stocking record.

   ![Stocking](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d9f1ec38333d7f58d5775c5e4c517648.png)
*Stocking*

2. Decide whether the record requires product, ticket, note, or file information before saving.
   - Select **Product** when you need to work with product information.
   - Select **Tickets** when the stocking record is associated with tickets.
   - Enter any relevant details in **Note**.
   - To include supporting documentation, select **Attach** or drag the file to **Drop a file here**.
   - If a confirmation window is displayed after one of these actions, select **Ok** to confirm.

   > **Tip:** Add a clear note that identifies the purpose of the stocking record, especially when attaching supporting files.

3. Decide whether to continue working on the record or finish it.
   - Select **Save** to retain the entered information and keep the record open for further review or additions.
   - Select **Save and Close** to retain the entered information and leave the record.

   > **Note:** Attach files before saving when they form part of the record’s supporting documentation.

## Examples

A warehouse user needs to create a stocking record for a replacement pump received for internal stock.

1. In Warehouse, the user selects **Stock Product**.
2. The user selects **Product** and works with the relevant pump product entry.
3. In **Note**, the user enters: “Replacement pump for warehouse stock; delivery documentation attached.”
4. The user selects **Attach** and adds the supplier delivery document. If prompted, the user selects **Ok**.
5. Because the record is complete, the user selects **Save and Close**.

The stocking record is saved with its note and attached documentation.

## Tips

> **Tip:** Use **Save** when you expect to add more information, such as a further note or attachment.

> **Warning:** Select **Save and Close** only after confirming that the note and required attachments have been added.

## Troubleshooting

- **Symptom:** The supporting document is not included in the record.  
  **Likely cause:** The file was not added through **Attach** or **Drop a file here** before saving.  
  **Fix:** Add the file, confirm with **Ok** if prompted, and then select **Save**.

- **Symptom:** The record remains open after saving.  
  **Likely cause:** **Save** was selected instead of **Save and Close**.  
  **Fix:** Select **Save and Close** when you have finished the record.

## Related pages

- [Return Note](doc:warehouse-return-note-edit-record)
- [Transfer Order](doc:transfer-order)
- [Warehouse — Learning Path](doc:workflows-warehouse)
- [Warehouse — Overview](doc:warehouse-overview)
- [Delivery Note](doc:warehouse-delivery-note-edit-record)
- [External Service](doc:warehouse-external-service-edit-record)
- [Inspection](doc:warehouse-inspection-edit-record)
- [Issue Goods](doc:warehouse-issue-goods-edit-record)
- [Awaiting Inspection](doc:warehouse-list-awaiting-inspection-view)
- [Awaiting Storage](doc:warehouse-list-awaiting-storage-view)
- [Delivery Note](doc:warehouse-list-delivery-note-view)
- [External Service](doc:warehouse-list-external-service-view)
- [Inspection](doc:warehouse-list-inspection-view)
- [Issue Goods](doc:warehouse-list-issue-goods-view)
- [Packages](doc:warehouse-list-packages-view)