# Managing Stock Items

Stock items (or articles, or spare parts) are managed in a per location way. You can find a stock item by opening the related location in the location tree or you may use the search function for finding an entry in the database if you are uncertain about the location of an article.

Beside the typical functions adding, modifying and deleting stock items in terms of maintaining the stock control database you have also features for the day-to-day work.

# Ordering

Please read Creating Requisitions for further information.

# Quantity Adjustments

There are many ways how the quantities of stock items can be managed in the system:

1. Manual adjustments by using the Edit function.
2. Automatic adjustments by reporting spare part usage in a maintenance report.
3. Automatic adjustments by reporting the delivery of previously ordered articles.
4. Manual adjustments by creating an exception report.

The availability of these features highly depends on the company's policy about quantity tracking. In some companies the manual adjustment is not allow and the usage of exception reports will always be required for adjusting differences in the stock's quantities.

# Allow manual quantity adjustments for selected articles

The system also allows a manual updating of article quantities for selected articles and selected users.

For enabling manual quantity updates, the checkbox manual tracking must be checked in Article Details dialog. If this option is enabled, a user with the user access right Stock > Locations > Stock Items > Update manually tracked articles can use the Batch Edit feature for calling up a list with all related articles and editing the quantity values in the articles list.

Changing article quantities by using this feature will update the Inventory Date of the article and will also create an entry in the article history.

# Extended Article Details

If required, the system can manage for selected articles extended details like extended location info (if an article is stored at more than one location), separate serial numbers per article and expiry dates. After clicking the Edit Details button, you can start adding additional details for the selected article.

As soon as the collection of extended details was started for a selected article, all quantity information will be taken from the extended details. Changing the quantity values in the details view will automatically update the total quantity for the article.