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return to Support Centre

Goods Inwards and Stock Allocation

The goods inward window allows you to book in all received purchases from suppliers. This is crucial if you are planning on running a stock system.

Go to Purchases > Goods Inward.

clik service purchases, goods inward tab

This will show items that have been currently booked in.

Click on the ‘Process Goods Inward‘ button to bring up a list of all purchase orders and associated items that haven’t yet been booked in.

process goods inward

A new window will open with a list of all purchase orders down the left-hand side that is incomplete and still have items that require booking in.

To process an item or an entire purchase order, select the purchase order from the left-hand list. This will then load items outstanding on the right-hand side.

The right-hand side of the screen is split in two, showing items outstanding at the top and items already received underneath.

Insert the quantity you have received under the ‘Received Today‘ column. If it’s a stock item, select the location you wish to book it into.

item quantity received and location

You can add individual batch and serial numbers along with expiry date under the corresponding columns at the end.

If you want to split multiple quantities and put individual serial numbers in per item, highlight the item you wish to split and click on the ‘Split Items‘ button.

split items button

Once you’ve filled in all the details, click on the ‘Process Goods Received‘ button and the items will be booked into goods inwards.

process goods received

If the items are in stock, then the quantities in the respective stock location will have incremented accordingly.

If you have booked items in by error, you can highlight them and click on ‘Clear Received‘ to take them back out of stock.

clear received button

 

Stock Allocation

This is the last tab on the purchases module screen. Go to Purchases > Available for Stock Allocation.

clik service purchases, available for stock allocation tab

If you have raised a purchase order against a job sheet, sales order or invoice, and not auto-allocated the stock to be processed through goods inwards, then it will show under the relevant sub-heading of this section.

available for stock allocation tabs

To allocate items from stock to a job sheet/sales order/invoice, highlight the item listed then click on the arrow next to the ‘Auto-Allocate‘ button.

You can then choose either to allocate the ones you’ve highlighted by clicking on ‘Selected‘ or choose all the items awaiting allocation by clicking on ‘All‘.

auto allocate drop-down options

Clik Service

Clik Service

Products, Price Lists & Stock

Using the Stock Take Tool
Clik Service

Clik Service

Products, Price Lists & Stock

Viewing Stock Take History

Products, Price Lists & Stock

  • Products Module Overview
  • Creating Products [Video]
  • Creating New Products
  • Batch Change Products [Video]
  • Setting Up Product Suppliers
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