Stock movements are used to adjust stock levels — for example, write-offs, transfers between locations, and stock take adjustments.
Navigate to the Movements screen
Follow these steps to access and enter a stock movement:
On the Dimensions ribbon, click the Stock Control tab.
In the Transactions section, click Movements. A new window appears.
From the Type drop-down, select the type that best matches the movement.
Enter a reference (up to 10 characters) and a movement date.
Tab to the Description field and enter a description for the adjustment.
Tab from the description field. The stock detail entry window appears.
Choose the movement direction for this product line from the menu at the top of the screen.
📌 Note: A single movement posting can contain both inbound and outbound movements.
Select a product from list
Once the movement header information and direction are entered, identify the product:
Press Tab to move from the Stock code field. A window appears showing the first 5000 product records in ascending code order.
Locate and double-click the product in the list. The product information loads into the Movement Entry window.
Search for a product
If the product is not visible or the list is too large to browse:
A window appears showing the first 5000 stock records in ascending code order.
Click Window View. Additional fields appear to help narrow the list.
Drop down any red-labelled menu to see search options for that field.
Select the search type and enter the search value.
Press Enter or click the Display icon to apply the search.
Double-click the correct product to load it into the Movement Entry window.
Enter quantity, price and costing information
Once the product is selected, enter the quantity and cost:
In the Quantity field, enter the number involved in the movement.
The price is pulled from the product record. You can overwrite it if needed.
Tab to the Project Analysis fields. If Project Costing is in use, enter the Project and Cost Centre codes. If not, tab past these fields.
Click the Display icon to show all active project codes and descriptions.
Double-click the required project to select it.
Tab through to display the Cost Centres for the selected project.
Double-click to select the required cost centre.
Enter additional movement lines
If the adjustment covers more than one product, add further lines. Tab past the Detail Entry box to clear it and start a new line.
The summary section at the bottom shows all lines entered.
Repeat the steps above until all required lines are entered.
Post the adjustment
Once all product lines are entered, post the movement to update the available quantities:
Click the Save icon at the top of the Movement window. An 'OK to Post' message appears.
Click Yes to post the movement.