The web interface behaves the same as the desktop application with regard to the logic of stock movements. Just like the desktop application, the web interface allows you to create a goods receipt, goods issue, or stock transfer.

To create all three of the mentioned documents, use the Goods Receipts/Issues register.

If this is a frequently used register, you can simply drag and drop it into the menu on the left side. This option is also available for all other registers.

To create any of the three documents, navigate to the Goods Receipts/Issues register.

As with any document, you create a goods receipt by clicking the New button.

The key fields for any stock document are always Movement Type, Movement Type + Specification, and Warehouse. Every stock document must also have its own document type.

For a goods receipt, the fields mentioned above can be filled in as shown in the example below.

The meaning of all fields in the goods receipt (or stock document in general) can be found in the documentation. Fields with the same name in the desktop application and the web interface always serve the same purpose.

The next important step is adding items to the goods receipt. Logically, only price-list stock items can be added to a goods receipt.

When an item is added, all data recorded on its price-list card is loaded — just as in the desktop application. All fields in the goods receipt line item, including the price, are editable.

The price entered in the goods receipt will be used to calculate the average price on the corresponding stock card. If you use the FIFO method for inventory valuation, a so-called FIFO link is created between the goods receipt and any subsequent goods issue, which ensures that the correct corresponding price is applied.

Additional items can be easily added using the Add another line button. You can enter any number of items.

Once you have added all the required items, you can save the goods receipt.

When the goods receipt is saved, the corresponding quantity of all listed items is added to the warehouse. In our example above, items TEST and TEST2, one unit each.

The warehouse status can be monitored directly on the stock cards, or by using the stock status as of date feature.

As with any document, you create a goods issue by clicking the New button.

The key fields for any stock document are always Movement Type, Movement Type + Specification, and Warehouse. Every stock document must also have its own document type.

For a goods issue, the fields mentioned above can be filled in as shown in the example below.

The meaning of all fields in the goods issue (or stock document in general) can be found in the documentation. Fields with the same name in the desktop application and the web interface always serve the same purpose.

The next important step is adding items to the goods issue. Logically, only price-list stock items can be added to a goods issue.

When an item is added, all data recorded on its price-list card is loaded — just as in the desktop application. You can edit a number of fields in the goods issue line item, however the price cannot be edited.

The price in the goods issue line item is filled in from the corresponding stock price based on the configured inventory valuation method. That is, either the average price or the price based on the FIFO method (i.e. FIFO link) will be applied.

Additional items can be easily added using the Add another line button. You can enter any number of items.

Once you have added all the required items, you can save the goods issue.

When the goods issue is saved, the corresponding quantity of all listed items is issued from the specified warehouse. In our example above, one unit of item TEST.

The warehouse status can be monitored directly on the stock cards, or by using the stock status as of date feature.

In Flexi, a stock transfer is simply an issue from one warehouse followed by a receipt into another. It therefore always has two sides — an issue and a receipt.

You always need to start with the issue. Before creating it, however, we recommend setting up the stock document types that will be used for the transfer. We recommend creating two document types — one for the transfer issue and one for the transfer receipt.

Navigate to the stock document types. You can use the search bar in the header of the web interface.

First, create the document type for the receipt into the target warehouse of the transfer. You can fill in any details you wish; for our purposes, however, it is sufficient to create an empty type with only the movement type specified — Receipt.

Save the transfer receipt type and immediately create the transfer issue type. You can create it by copying the transfer receipt type and modifying its details. The important thing is to fill in the so-called Transfer Document Type in the transfer issue, which determines which document type will be used for the receipt into the target warehouse.

Also fill in the movement type and movement type specification.

Once the document types mentioned above have been set up, you can proceed to create the stock transfer.

As mentioned above, the first step is always to create the transfer issue. Using the New button in the Goods Receipts/Issues register, create a new document.

Fill in the Document Type — Transfer Issue, the Warehouse (the warehouse from which goods will be deducted), and the Target Warehouse (the warehouse to which goods will be added). In the items section, enter the items being transferred along with the corresponding quantities.

Once the details mentioned above have been filled in, you can complete the transfer directly without needing to create a new document.

After clicking the Complete Transfer button, a goods receipt with the corresponding items will be created for the target warehouse.

Upon successful saving, the following notification will be displayed and the items will be added to the target warehouse.