How To Perform Stock Change
The stock change function allows the user to add stock, remove stock, or break apart case stock at a specified sublocation. This is not an inventory count. This is a stock adjustment, adding or removing inventory units from the existing quantity. The user is providing the variance in this stock transaction.
There are three options available to perform a stock change outside of the barcode scanner solution:
- Quick Stock Change
- Import Batch Stock Change
- Create Batch Stock Change
One important note as you plan your workflow: these stock change methods allow you to enter a reason code to classify the stock change (for example: damaged, expired, etc). The barcode scanner solution, however, doesn’t allow the user this level of classification. This could be a huge point of focus as you organize your approach to accommodate the detail of your variance needs.
Quick Stock Change
The quick stock change function is exactly what is sounds like, a great tool to enter a few stock adjustments on the fly. This entry method is used to update stock for one item at one specified sublocation. This is not a bulk-entry method.
Import Batch Stock Change
The import batch stock change method is the most used bulk-entry method, allowing the user to use a spreadsheet to import their stock adjustments.
This option allows you to make stock adjustments for items at multiple sublocations at one time by using a sublocation column in the spreadsheet import. Finale will still record a separate stock change for each sublocation, but this import option allows the user to submit these different stock adjustments in one import.
Create Batch Stock Change
If you prefer to enter a bulk stock change into Finale versus using a spreadsheet, then this is your option. This option, however, does limit the user to only being able to submit a stock change (adjustment) for one sublocation at a time.
This option is mostly used when a user has a few adjustments to make at the same sublocation. It is important to note that you can’t add or remove inventory in this screen without there being an existing on-hand inventory quantity at this sublocation for the desired products.