Access the stock list
From the left-hand menu, click Stock, then Stock List. This screen shows all your stock. Use the search or filter boxes to find specific items.
Understand the stock list buttons
At the bottom of the stock list, several buttons become active once you select a stock line:
- Export: Creates an Excel report of your stock
- Move Stock: Moves stock to another location within the same warehouse
- Warehouse Transfer: Transfers stock to a different warehouse
- Account Transfer: Transfers stock to a different account
- Negative Adjustment: Reduces stock levels
- Positive Adjustment: Increases stock levels
- Hold: Puts stock on hold
- Release: Takes stock off hold
Move stock within the same warehouse
Select the stock line and click Move Stock. A window will appear showing the stock ID, storage reference, and quantity. Configure the following:
- Move to Location: Choose the new location from the dropdown
- Move All Stock?: Choose whether to move all or a specific quantity
- Quantity to Move: If not moving all, enter the exact amount
- Generate a New Reference Number?: Tick if you want a new reference
Frequently asked questions
Can I move part of the stock instead of all of it?
Can I move part of the stock instead of all of it?
Yes, untick the Move All Stock? option and enter the specific quantity to move.
Can I assign a new reference number when moving stock?
Can I assign a new reference number when moving stock?
Yes, tick Generate a New Reference Number when moving stock.
Can I hold stock before transferring it?
Can I hold stock before transferring it?
Yes, use the Hold button to place stock on hold, and the Release button to take it off hold later.
Can I export the stock list?
Can I export the stock list?
Yes, click Export to download an Excel file of your stock list.

