Custom Warehousing - Manage Stock and Owner
Sequoia v1.0
Stock Adjustment
If a there is a change to the values, quantities or owner, contact HMRC to ensure the changes are authorised before updating the system.
- Open the 'Stock Item' record
- Select the 'Events' page (bottom of record)
- Click 'Add'
- Select 'Stock Adjustment'
- Click 'OK'
- Complete 'Remaining' details
- Quantity
- Value
- Net Mass
- Notes
- Click 'Save & Close'
- The 'Stock Events' will be updated
Change Owner
If the goods are sold to another company but will remain in the warehouse request a change of ownership.
- Open the Stock Item Record
- Select the 'Events' page
- Click 'Add'
- Select 'Change Owner'
- Click 'OK'
- Add the 'New Owner'
- Type Shortcode, TIN or Account name
- Use Lookup '...' or type '?' to view existing CRM list
- Complete 'Notes'
- Click 'Save & Close'
- The 'Stock Events' will be updated