Stock transfers
- Inventory → Stock transfer (permission "Transfer stock between warehouses/branches").
- Choose the source and destination warehouses, the items, batches, and quantities.
- The destination warehouse confirms receipt.
A transfer between warehouses within one branch only moves stock. A transfer between branches (Enterprise) also creates inter-branch journal entries (inter-branch receivables/payables), which are eliminated during consolidation.
Stock take
- Inventory → Stock take (permission "Stock take") → choose the warehouse. Ideally, freeze warehouse transactions during the count.
- Print or download the count sheet; count the physical stock per batch.
- Enter the counted quantities. Medivana shows the discrepancy per item.
- Approve the adjustment with a reason.
Journal entries: surplus Dr Inventory · Cr Inventory surplus; shortage Dr Inventory losses · Cr Inventory.
Do a stock take at least once a month, before period closing.