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Stock Movements

Overview

The Stock Movements screen provides a comprehensive view of all inventory transactions within the system. It tracks every stock movement including receipts, issues, transfers, and adjustments, offering complete visibility into your inventory flow with detailed transaction history and status tracking.

Stock Movements

To access Stock Movements:

  1. Click Inventory in the left sidebar menu
  2. Click Stock Movements
  3. Or use direct URL: https://main.smartb.co/action?name=stock_move

Key Features

Action Buttons

  • New Stock Movement - Create manual stock adjustments or corrections
  • Import - Import stock movements from external systems or CSV files
  • Set Track - Assign tracking categories for expense allocation

Status Filters

The system provides multiple status tabs to filter movements:

  • All - Display all stock movements regardless of status
  • Draft - Movements that are created but not yet approved
  • Planned - Scheduled movements for future execution
  • Approved - Movements approved but not yet executed
  • Forecast - Projected movements for planning purposes
  • Completed - Fully executed movements

Column Descriptions

Column Description
Journal Movement type (Goods Receipts, Goods Issues, Goods Transfers)
Number Unique movement reference number
Date Transaction date and time
Product Product code and description
Lot / Serial Number Batch or serial identification
Container Primary storage container
Secondary Container Additional container reference
From Location Source location for the movement
To Location Destination location for the movement
Qty Quantity moved with unit of measure

Quick Actions Toolbar

  • Delete (🗑️) - Remove selected movements (draft only)
  • Export (⬇️) - Download movement data in various formats
  • Print (🖨️) - Generate movement reports
  • Filter (🔻) - Advanced filtering options
  • Search (🔍) - Quick search functionality

Common Use Cases

Tracking Product Movement History

  1. Use the search bar to find specific products
  2. Review the movement history across all transactions
  3. Check lot/serial numbers for traceability
  4. Verify quantities and locations

Auditing Inventory Transactions

  1. Filter by date range to review specific periods
  2. Sort by journal type to focus on specific movement types
  3. Export data for external analysis
  4. Cross-reference with physical stock counts

Monitoring Movement Status

  1. Use status tabs to track movement progression
  2. Review draft movements for approval
  3. Check planned movements for scheduling
  4. Verify completed movements for accuracy

Investigating Stock Discrepancies

  1. Search for specific product movements
  2. Review movement history for anomalies
  3. Check source and destination locations
  4. Verify quantities and dates

Advanced Features

Filtering Options

Date Filters: - Filter by specific date ranges - Search by creation date or transaction date - Filter by user who created the movement

Product Filters: - Filter by product category - Search by product code or name - Filter by lot/serial numbers

Location Filters: - Filter by source location - Filter by destination location - Filter by warehouse or zone

Bulk Operations

Multi-select Actions: - Select multiple movements for batch operations - Bulk approve draft movements - Mass export selected records - Bulk printing of movement documents

Best Practices

Movement Documentation

  • Complete Information - Ensure all required fields are populated
  • Accurate Dating - Use correct transaction dates for proper sequencing
  • Proper References - Include relevant document references
  • Clear Descriptions - Add meaningful notes for future reference

Status Management

  • Regular Review - Monitor draft movements daily
  • Timely Approval - Process approved movements promptly
  • Status Updates - Keep movement status current
  • Error Correction - Address rejected movements immediately

Reporting and Analysis

  • Regular Exports - Export data for trend analysis
  • Audit Trail - Maintain complete movement records
  • Exception Reporting - Monitor unusual movement patterns
  • Performance Metrics - Track movement velocity and accuracy

Troubleshooting

Movements Not Appearing

Check Status Filters: - Verify the correct status tab is selected - Check if movements are in draft status - Review date filters that may exclude records

Permission Issues: - Verify user has access to view movements - Check warehouse-specific permissions - Contact administrator for access rights

Data Discrepancies

Quantity Mismatches: - Verify unit of measure conversions - Check for pending movements not yet processed - Review lot/serial number assignments - Run stock balance reconciliation

Date/Time Issues: - Check system timezone settings - Verify transaction date vs. creation date - Review movement sequencing - Check for backdated entries

Performance Issues

Slow Loading: - Apply date range filters to reduce data volume - Use specific product or location filters - Clear browser cache - Contact system administrator

Tips

  • Keyboard Shortcuts - Use '/' for quick search, 'Esc' to clear filters
  • Export Options - Use Excel format for detailed analysis
  • Search Tips - Use partial product codes or names for broader results
  • Date Ranges - Use specific date ranges for faster performance
  • Regular Monitoring - Set up daily movement review routines