Situation
-You have already purchased stock, but it is held by one of your suppliers.
-It is shown in Zigaflow's inventory.
-You need to issue a purchase order to either call it off on its own or with an additional process or item.
This shows you how to use the "Stock Release" functionality to prevent this stock from being booked into your inventory a second time.
Stock Release Instructions
1. The pens are considered to be in stock at the location "Smiths Supplies Ltd". This is simply a stock location named after the supplier. The location and supplier are not linked in the system.
2. In this example, there are two items on the Job/Sales Order, 5x pens and 5x printing of logos onto the pens.
Allocate stock against this order with the "Allocate" button
3. Find the stock at the supplier's
4. Click "Allocate"
5. Close the form
6. Create the Purchase Order
7. Select the supplier and click on "Create Purchase Orders"
8. Select the required pre-build
9. Click on the menu of the item that is held in stock and the supplier
10. Click "Mark Stock-Release" - this will prevent it being booked into stock again
11. The item is now marked with "Stock-Release"
12. When the order has been dispatched from supplier to the customer, or received at your warehouse, click on the "Receive" button
13. Set the location to the suppliers stock location - this will not be automatically populated by the system.
14. Click "Set Items to be Received"
15. Click "Receive/Book in Stock"
16. Close the form
17. At this point, you can create the delivery note from the Job/Order, or direct from the Purchase Order (which will still create the link through the Job/Sales Order). To create it from the Purchase Order, click "Create Delivery Note"
18. Select the Delivery Note pre-build
19. The stock allocation will be pulled over from the Job/Order
20. When you are ready to book the items out of stock, on the Delivery Note click on the status button
21. Click "Picked" or "Delivered" or whatever you have renamed the two statuses that book items out of stock to.
22. The process is now completed with the stock booked out
23. Check the stock movements by clicking on this icon
24. Click "Stock Log"
25. The quantity added from the Purchase Order is 0 as it is a stock release, but the delivery note has released the allocation on the Job/Order and deducted the items from stock
