Stock Changes – From the web browser - A quick stock change modifies the count of a stock item. There are four main variants of the quick stock change:
- Add / subtract items
- Set item quantity
- Add / subtract cases
- Set case quantity
There is also the specialized operation break apart cases described below.
- Each stock change operates on a stock item. A stock item is specified by selecting a product, a magazine, a lot identifier (if lot identifiers are enabled for the company), and a packing (if case packing is being used by the company). The best way to select the stock item is to first pick the product. Once the product is selected, the current stock items for the product are displayed immediately below the product selector. The stock items are blue links, and when click updated the remaining fields on the form to modify that stock item. When working with cases, it is important to specify the correct packing. Finale tracks each packing independently (so for example you can have cases of a particular product packed both 48/1 and 54/1 and keep track of how many of each are on hand). The easiest way to specify the correct packing is to always select existing stock items by clicking the blue link below the product selector.
- Add / subtract vs set - For the add/subtract items and add/subtract cases variants, the user enters a number (positive or negative) representing how much to change the quantity of the stock item. The system displays both the old quantity and the new quantity after the number has been applied. For the set item quantity and set case quantity variants, the user enters a number representing the new quantity of the stock item. The system displays both the old quantity and the calculated quantity change to be applied.
- Break apart cases - The break apart case operation replaces the case quantity of a stock item with the equivalent open stock quantity. The product, magazine, and lot identifier (if used) remain the same. Like the other quick stock change operations relating to cases, it is important to specify the correct packing (which is easiest to do by clicking the blue link below the product specifier). The quantity change number should be negative if you are breaking apart cases since the number of cases of the stock item is being decreased.