In terms of how stock movements behave, the web interface works the same way as the desktop application. Just as in the desktop application, you can create a goods receipt, a goods issue, or a stock transfer in the web interface.

To create all three of these documents, use the Receipts/Issues module.

If you use a module frequently, you can simply move it (drag & drop) to the menu on the left. This option is available for all other modules as well.

You create any of these documents within the module, so go to Receipts/Issues.

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

The key fields for a stock document are always Movement type, Movement type + specification, and Warehouse. In addition, every stock document must have its own document type.

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

You can find the meaning of all fields of a goods receipt (and of a stock document in general) 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. By the nature of the process, only price list stock items can be added to a goods receipt.

As in the desktop application, when you add an item, all the data recorded on its price list card is loaded. In a goods receipt item, all data that directly relates to the receipt item, including the price, is editable.

The price entered here in the goods receipt is used to start calculating the average price on the corresponding stock card. If you use the FIFO method to value inventory, a so-called FIFO link is created between the goods receipt and any subsequent goods issue, which ensures that the correct corresponding price is filled in.

You can easily add another item by clicking the Add another row button. You can enter as many items as you need.

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

When you save the goods receipt, the corresponding quantity of all listed items is added to the warehouse. In our example above, these are the items TEST and TEST2, one piece each.

You can monitor the stock level directly on the stock cards, or by using the stock level as of a date.

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

The key fields for a stock document are always Movement type, Movement type + specification, and Warehouse. In addition, every stock document must have its own document type.

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

You can find the meaning of all fields of a goods issue (and of a stock document in general) 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. By the nature of the process, only price list stock items can be added to a goods issue.

As in the desktop application, when you add an item, all the data recorded on its price list card is loaded. In a goods issue item, you can edit many of the fields, but not the price.

The price in a goods issue item is filled in from the corresponding stock price according to the configured inventory valuation method. That is, either the average price is filled in, or the price is determined using the FIFO method (that is, the FIFO link).

You can easily add another item by clicking the Add another row button. You can enter as many items as you need.

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

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

You can monitor the stock level directly on the stock cards, or by using the stock level as of a date.

In Flexi, a stock transfer is nothing more than an issue from one warehouse followed by a receipt into another warehouse. It therefore always has two sides: the issue and the receipt.

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

So go to stock document types. You can use the search box in the header of the web interface to help you find them.

First, create a document type for the receipt into the destination warehouse of the transfer. You can fill in any data you like, but for our procedure it is enough to create an empty type with only the movement type specified: Receipt.

Save the receipt after transfer and immediately create the issue for transfer. You can create it by copying the receipt after transfer and changing its data. In the issue for transfer, it is important to fill in the so-called Transfer document type, which determines the document type to be used for the receipt into the destination warehouse.

Next, fill in fields such as movement type and movement type specification.

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

As mentioned above, the first step is always to create the issue for the transfer. So we create a new document by clicking the New button in the Receipts/Issues module.

In it, you fill in Document type - Issue for transfer, Warehouse (where to deduct the goods from), and Destination warehouse (where to add the goods). In the items section, you enter the items to be transferred with the corresponding quantities.

Once the fields above are filled in, you can easily complete the transfer without having to create a new document.

When you click the Complete transfer button, a goods receipt with the corresponding items is created for the destination warehouse.

When the document is saved successfully, the following notification appears and the items are added to the destination warehouse.