Issues, transfers and stocktake

Beyond receiving, three kinds of movement keep the count honest: issuing stock out, transferring it between locations, and adjusting a count to reality.

Issuing to a project

Record an Issue when materials are used or sent out. It removes the quantity from the chosen location, and you can tag it to a project (and a subobject) so the consumption shows where it went. Issuing more than the on-hand count is allowed — the position simply goes negative and turns red until you reconcile it.

Transferring between locations

A Transfer moves an item from one location to another. It is recorded as a linked pair — an out on the source and an in on the destination — sharing one group, and it reads as a single row in the ledger. You need at least two locations to transfer, and the source and destination must differ.

Edit as one. Editing or deleting a transfer touches both legs together, so the two locations always stay balanced.

Stocktake & adjustments

Use an Adjust after a physical count, for breakage, or for a write-off. Unlike receive and issue, an adjustment takes a signed quantity — enter +3 to add three or -2 to drop two — so you record the exact difference between the system count and what is really on the shelf.

Editing and deleting

  • Manual movements — receipts, issues, transfers and adjustments you entered by hand can be edited or deleted from the Movements tab.
  • Purchase-sourced movements can't — manage those from the purchase.
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Frequently asked questions

Count the shelf, then post an Adjust with the difference — a positive number to add, a negative one to remove — so the running total matches reality. Adjust is the only type that takes a signed quantity.

No. A transfer removes from the source and adds the same quantity to the destination, so the company-wide count is unchanged — only the location split moves.

Yes — an issue can be tagged to a project and, within it, a subobject, so material consumption lines up with where the work happened.