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Checking In Stock
Checking In Stock

Checking In Stock

Updated over a week ago


A method of receiving stock is via a CHECK-IN, also known as the Add Inventory function.

A Check-In is used to track stock that does not have a Purchase Order or must be accounted for in the Accounting software.

Detail Steps

  1. Choose Add Inventory from the Shortcuts sidebar from the Item Register by clicking on the Item code or via the actions menu.

  2. Select the Location stock is to be received.

  3. Select a Supplier, the supplier can also be a location or if excess stock/samples or loan equipment is to be tracked the use the name of the item Supplier or a customer in the case of returns.

  4. Select an Employee if required; the username will default as standard.

  5. Enter a Reference Number or accept the default Number.

  6. Select date, backdate or forward date if required.

  7. In Item Details: type in the item number or accept the default.

  8. Hold "CTRL Enter" in the item number field to load the item search screen if required.

  9. The item details can be locked in via the pins if multiple batches are required.

  10. Complete, Batch, Lot and Expiry.

  11. Select Add Line.

  12. Add additional lines.

  13. To record the Check-In, click Add Inventory.

  14. The stock will now be available on the shelf.
    Manually creating the check-in and selecting the batch serial number "LOCK" button to lock the data automatically resets to #AUTO if more than two line items per Inwards Order.

    This applies to both batch tracked and not batch tracked Items.


Check-In (Add Inventory) creates Closed transactions in Receive register.

To send transactions to the Accounting system:

Go to Receive Register > select CI order/s > right-click > Bill received purchase.

To re-send transactions to the Accounting system:

Go to Receive Register > select CI order/s > right-click > Drill to source > select Create MYOB order.

Transaction sync to MYOB as Closed Purchase Bill and add stock qty OnHand.

Check-ins are not included in overnight replications.

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