Before you start
Put the right records and roles in place.
The stores and the stock-tracked products must already be on file. Put whoever posts the documents in the Approver group (an administrator can post too). If your deployment blocks negative stock, a transfer or supplier return posts only when there is enough stock on hand.
Documented sequence
Five documents, one posting rule.
Each stage identifies the action, handoff, or record change that moves the work forward.
- 01
Transfer between stores — Storekeeper
Pick the From and To stores and add product and quantity lines. On Post, each line writes an OUT from the source and an IN to the target, both at the current moving-average cost, so the average never changes.
- 02
Take a customer return — Storekeeper
Name the receiving store and the customer, optionally the original goods issue, and a price per line for the credit side. On Post the goods come back into stock at the average cost, not the sales price.
- 03
Return goods to a supplier — Storekeeper
Name the store and the supplier, optionally the original goods receipt, and the acquisition price being credited. On Post the goods leave stock at that line price and the average-cost pool shrinks by exactly that value.
- 04
Correct stock — Storekeeper
Pick a store and a type such as COUNT, DAMAGE or LOSS, then enter signed quantities: positive raises on-hand, negative lowers it. There is no draft or Inbox step; each line posts the moment it is created.
- 05
Count and post a stocktake — Storekeeper, Approver
Enter the counted quantity per product, optionally zeroing products you did not count. On Post each line gets its system quantity and variance, and all non-zero variances become one COUNT adjustment.
Connected work
Carry the record into the next decision.
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
Stock adjustments have no draft or approval step — each line is written to the ledger as soon as it is entered.
A starting point, not a fixed package
Fit the documents to your warehouse routine.
Adjustment types are a settings list you can extend beyond COUNT, DAMAGE, LOSS, FOUND and WASTE, and your operator can switch the deployment to block negative stock. An approval step for adjustments, extra fields or other document types can be scoped as a Custom adaptation.
Try BusinessIntentsDecision-stage answers
Move and count stock FAQs
When does stock actually change?
When someone in the Approver group, or an administrator, completes the Post task. A DRAFT holds no stock, and Reject ends the document CANCELLED with stock untouched. Stock adjustments are the exception: they post line by line, immediately.
What does a stocktake do with the differences?
On Post each line is filled with the live system quantity and the variance (counted − system). All non-zero variances become one COUNT stock adjustment, so on-hand matches the count; a count with no differences posts nothing.
At what value do returned goods move?
A customer return comes back in at the product's current moving-average cost, not the sales price on the line — that price stays on the document for the credit note. A supplier return goes out at its line price, the acquisition price being credited.
Can posting be refused for lack of stock?
Only if your deployment blocks negative stock. Then a transfer or supplier return that would over-issue is refused with the product and the shortage. Adjustments and stocktakes are never blocked, because they record reality.
Review the real workflow
Run one transfer and one stocktake through BusinessIntents.
Use a real record or transaction to compare the documented flow with the way your team works today.