Recording Stock Movements

A stock movement is any event that changes the quantity of a material you have on hand. CrafterBy records each movement individually, creating an audit trail that shows you how your stock has changed over time.

Types of stock movements

• Purchase received — you received a delivery of this material. This adds to your stock.
• Production consumption — a production order used this material. This is recorded automatically when a production order is completed or when you manually mark materials as consumed.
• Manual adjustment — a correction to the stock level, typically after a stocktake reveals a discrepancy. Can be positive (stock was higher than recorded) or negative.
• Waste / spoilage — material that was damaged, expired, or otherwise lost without being used in a product. This removes it from stock and optionally records a reason.

Recording a purchase receipt

When a delivery arrives:

1. Open the material.
2. Click Record Movement (or Add Stock if your interface shows that).
3. Select movement type: Purchase Received.
4. Enter the Quantity received (in the material's unit of measure).
5. Optionally enter the Supplier, Purchase Price for this delivery, and any Notes (e.g., PO number or invoice reference).
6. Click Save Movement.

The quantity is added to your current stock. If the purchase price differs from the last recorded price, CrafterBy flags this so you can decide whether to update the material's pricing.

Recording a manual adjustment

1. Open the material.
2. Click Record Movement.
3. Select Manual Adjustment.
4. Enter the adjustment quantity. Use a positive number to increase stock (e.g., you found more than expected during a stocktake). Use a negative number to decrease stock.
5. Enter a reason in the Notes field — this is important for the audit trail.
6. Click Save Movement.

Viewing the audit trail

On the material detail page, the Stock History tab lists every movement in reverse chronological order. Each entry shows the date, movement type, quantity change, resulting balance, and the user who recorded it. This trail cannot be edited or deleted; if an entry was made in error, record a correcting adjustment.