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Custom Warehousing - Manage Stock and Owner

Sequoia v1.0

Stock Adjustment

If a there is a change to the values, quantities or owner, contact HMRC to ensure the changes are authorised before updating the system.

  1. Open the 'Stock Item' record
  2. Select the 'Events' page (bottom of record)
  3. Click 'Add'
  4. Select 'Stock Adjustment'
  5. Click 'OK'
  6. Complete 'Remaining' details
    • Quantity
    • Value
    • Net Mass
    • Notes
  7. Click 'Save & Close'
  8. The 'Stock Events' will be updated

Change Owner

If the goods are sold to another company but will remain in the warehouse request a change of ownership.

  1. Open the Stock Item Record
  2. Select the 'Events' page
  3. Click 'Add'
  4. Select 'Change Owner'
  5. Click 'OK'
  6. Add the 'New Owner'
    • Type Shortcode, TIN or Account name
    • Use Lookup '...' or type '?' to view existing CRM list
  7. Complete 'Notes'
  8. Click 'Save & Close'
  9. The 'Stock Events' will be updated