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Adjusting stock levels manually

This article describes how to manually adjust the stock level of products in bexio. Manual stock entries allow you to create incoming/outgoing transactions without having to execute an order or delivery note.

Creating incoming/outgoing transactions manually

To adjust the stock level with a manual booking, click on "New booking" in the top right corner, and then select the desired product.

You can manage manual stock movements under "Products" -> "Incoming / Outgoing goods", but please note that this module also shows incoming and outgoing transactions that were booked by means of a delivery note or a purchase order.

To adjust the stock level with a manual booking, click on "New booking" in the top right corner, and then select the desired product.

 

You can only select products for which the "Stock item" checkbox has been activated. If no products appear in your selection list, please reread the "Stock item" section of the article "How do I create new products?"

Use "Type" to define whether you would like to create an incoming or outgoing transaction. Finally, enter the quantity and other information and confirm the booking with "Save".

This will adjust the stock level without having to create a delivery note or purchase order.

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