Record opening stock with a receipt

A receipt adds goods to a shop. Use it for stock that arrives without a purchase order, for example:

• Opening stock when you start using Phum Sales
• Goods given to you for free, or found during a count

For goods you buy, use a purchase instead: receiving it makes the receipt for you, linked to the purchase.

A receipt starts as a draft and changes nothing until you validate it.

Who can do this: Anyone whose role can create stock moves, such as Warehouse staff.

Step by step

1. Go to Inventory › Receipts and click New.

   

2. Choose the To shop the goods go into, and check the Date.

3. Type a Note, for example "Opening stock, counted 8 Nov".

4. In Lines, choose the Variant, the Unit and the Quantity. Click Add line for more products.

   

5. Click Save. The receipt opens as a Draft.

   

6. Check it, then click Validate. See Validate or cancel a stock move.

The Purchase column of the Receipts list shows which receipts came from purchases. Those can't be edited here.

Having trouble?

• A product isn't offered: only goods have stock. Services and combos aren't offered.
• You can't edit a receipt: it's done, or it was made by a purchase. Correct the stock with an adjustment.

Related

• Validate or cancel a stock move
• Receive goods from a supplier