10. Adding a stock order

Before adding a stock order:

  1. Enable inventory tracking.
  2. Add a supplier.
  3. Create a warehouse.
  4. Connect an outlet to a warehouse.
  5. Activate track inventory option for the items you wish to track on the inventory.

To add a stock order:

  1. Sign in to your AgentCASH administrator user account on the web.
  2. In the main menu go to Inventory->Stock orders.
  3. To add a stock order, click +ADD.
  4. Edit stock order details (mandatory fields):
    • Select a supplier in the Supplier drop down menu.
    • Select a warehouse in the Warehouse dropdown menu.
    • Add an item in the Item dropdown menu. Alternatively, import stock order as a .CSV file.
    • Enter quantities and prices for the items.
  5. Click SAVE. Stock order is now saved as a draft and it can be edited before executing.
  6. To execute, click EXECUTE. Stock order is now marked as closed and can not be edited.

To modify an inventory afterwards, use stock adjustments and stocktake.

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