Help · Sell

Set your opening stock

  • For: The owner or a storekeeper
  • Time: About 10 minutes, plus the time to count
  • Part of: Sell

Do this once for each product and store. After that, stock changes through sales, purchases, transfers and adjustments.

Before you start

  • Your products added, and a count of what is on the shelves with what each item cost you.

Steps

  1. Click Stock > Stock actions, then the Opening stock tab.

  2. Choose the Location. Your first store is called Main store. Leave Stock as at on today, or set the date the count was true.

    The Opening stock page with a location, a product row with quantity and unit cost, and the Post opening stock button
    1. Location and date
    2. Product, quantity and unit cost
    3. Add a product
    4. Post opening stock
    Demo data

  3. Click Choose a product and pick it. Type the Quantity and the Unit cost (what each one cost you).

  4. Click Add a product for the next one. The bin icon removes a row.

    Selling by batch? Also fill in Batch number (optional) and Expiry date (optional).

  5. Click Post opening stock, then click Post opening stock again to confirm.

    You should see: A message: Opening stock posted for 1 product(s).

  6. Click Stock > Stock levels to check.

    You should see: Each product shows its quantity.

If something goes wrong

I need another place to keep stock

Click Stock > Locations and New location. Choose the Branch, type a Code and a Name, and click Save.

I posted a wrong quantity

Posted stock cannot be edited. Correct it with an adjustment: see Adjust stock and count stock.

I cannot find a product to choose

It is not added yet, or its Type is not Stock. Only stock products have quantities.

Still stuck? See Fix common problems.

Next steps