Stock in, out, move, and set

The four ways to change quantity on hand

Stock tasks change the quantity of an item at a location. Each task is its own page in the sidebar. After you save, Daizy writes a movement so the history stays complete.

Stock in

Use Stock in when goods arrive, or when you load the quantity you already have.

1. Choose the location that received the stock.
2. Add item lines and quantities.
3. Save. On-hand at that location increases.

If the organization has only one location, Daizy selects it for you.

Stock out

Use Stock out when you issue, consume, or ship stock.

1. Choose the location the stock left.
2. Add item lines and quantities.
3. Save. On-hand at that location decreases.

You cannot take more than is on hand.

Move

Use Move when stock leaves one location and arrives at another. Two places always mean a move — do not record that as a stock out plus a stock in.

1. Choose the source location, then the destination.
2. Add item lines and quantities.
3. Save. On-hand decreases at the source and increases at the destination.

Move stays in the sidebar even if you only have one location. Home shortcuts hide it until a second location exists.

Set

Use Set after a count, when the shelf does not match the book.

1. Choose the location you counted.
2. Enter the counted quantity for each item.
3. Save. Daizy sets on-hand to that number and records the difference as a movement.

Set is a correction, not a receive or an issue. Prefer Stock in or Stock out when you know why the quantity changed.