Stock Movements

Stock movements track all changes to inventory quantities, maintaining a complete audit trail of what happened to each item.

Movement Types

Incoming Movements

Type	Description	Use When
Initial	First entry	New item setup
Purchase	New stock	Received order
Return	Items back	Guest return, exchange
Transfer In	From elsewhere	Inter-property
Adjustment+	Correction	Found items

Outgoing Movements

Type	Description	Use When
Use	Consumed/placed	Normal usage
Damage	Item damaged	Breakage, wear
Loss	Item missing	Can’t locate
Transfer Out	To elsewhere	Inter-property
Adjustment-	Correction	Count error

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Recording Movements

Quick Movement

1. Open item detail page
2. Click “Record Movement”
3. Select movement type
4. Enter quantity
5. Add notes (optional)
6. Submit

From Movement List

1. Go to Movements → ”+ New Movement”
2. Search and select item
3. Select movement type
4. Enter details
5. Submit

Bulk Movement

For multiple items:

1. Go to Movements → ”+ Bulk Movement”
2. Select movement type
3. Add items and quantities
4. Review
5. Submit all

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Movement Details

Required Information

Field	Description
Item	Which item
Type	Movement type
Quantity	Amount changed
Date	When it happened

Optional Information

Field	Description
Reference	PO number, WO number
Notes	Additional details
Photos	Evidence if needed
Location	Specific location

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Transfers

Creating a Transfer

1. Go to Movements → ”+ Transfer”
2. Select source location
3. Select destination
4. Add items to transfer
5. Enter quantities
6. Submit transfer

Transfer Workflow

Initiated → In Transit → Received → Complete

Status	Description
Initiated	Transfer created
In Transit	Items moving
Received	Destination confirmed
Complete	Transfer closed

Receiving Transfers

1. View pending transfers
2. Click “Receive”
3. Verify items and quantities
4. Note any discrepancies
5. Confirm receipt

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Movement History

Viewing History

For each item, view:

• All movements
• Running balance
• Date and user
• Reference documents

Filtering History

Filter by:

• Date range
• Movement type
• Property/location
• User
• Item category

Exporting History

1. Set filters
2. Click “Export”
3. Choose format (Excel/CSV)
4. Download file

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Automatic Movements

Linked to Work Orders

When M2 work order uses parts:

• Auto-creates “Use” movement
• Links to work order
• Deducts from stock

Linked to Purchase Orders

When PO received:

• Auto-creates “Purchase” movement
• Links to PO
• Adds to stock

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Adjustments

When to Adjust

Use adjustments for:

• Physical count differences
• Correction of errors
• Found items
• Write-offs

Creating Adjustments

1. Click ”+ Adjustment”
2. Select item
3. Enter current physical count
4. System calculates difference
5. Enter reason
6. Submit

Adjustment Reasons

Reason	Description
Count Correction	Physical count differs
System Error	Data entry mistake
Damage	Item damaged
Expired	Item past expiry
Other	Document reason

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Inventory Counts

Full Inventory Count

Periodic complete count:

1. Go to Inventory → “Start Count”
2. Select property/location
3. Generate count sheet
4. Perform physical count
5. Enter actual quantities
6. Review variances
7. Submit adjustments

Cycle Counting

Regular partial counts:

1. System selects items
2. Count specific items
3. Record findings
4. Submit results

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Reports

Movement Reports

Report	Description
Movement Log	All movements
By Type	Grouped by type
By Item	Per-item history
By Location	Per-location activity
Variance Report	Adjustments summary

Generating Reports

1. Go to Reports → Movements
2. Select report type
3. Set date range
4. Apply filters
5. Generate
6. Export if needed

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Best Practices

Recording Movements

• Record immediately
• Be accurate
• Add notes for context
• Include references

Transfers

• Verify before sending
• Track in transit
• Confirm receipt
• Document discrepancies

Adjustments

• Investigate first
• Document reasons
• Get approval if needed
• Review patterns