The stock present with a company before installation of Ginesys is called Opening Stock. It is Opening Stock because it is the stock in hand at the time of opening transactions through Ginesys. Before the first transaction in Ginesys the detail of Opening opening stock must be entered. This article describes how to manage Opening Stock in Ginesys.
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- The users' role must have access to the Opening stock feature by enabling Add / Modify app operation for the feature in Admin - Security - User - Role through Inventory - Product Definition - Stock Point.
- Stock must be present in the Stock Pointstock point.
Step-by-step guide
The process is divided in the following steps:
- Go to Inventory > Product Definition > Stock Point > Opening Stock.
- Add Opening Stock window opens.
- Select Site Type - All Sites or Organisation Site or Customer Site.
Select Site Name (mandatory field) from the drop down list.
Notetip If you select All Site, you will get both Organisation Site and Customer Site in the list of Site Name. Otherwise you will get the list of Site Name according your selected Site Type.
Select the Stock Point (mandatory field) from drop down list.
Notetip You will get the Stock Point list according to your selected Site Name.
- The Customer will be populated automatically according to your selected Site Name (Customer will only populate if you select Customer Site).
Select the Opening Date (mandatory field).
Tip - Select the items by Creating Item, Selecting Item, Scanning Item or by Import Barcode.
- The items will be populated with Barcode, Item Description, HSN Code, Rate, Quantity and Amount. You can only edit Rate and Quantity.
- Click on Save button to save the record.
- You will get a message "Record Saved Successfully".
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