Add stock to a product

In Heyquip: Inventory > Products

The recommended way to add stock to a product is to create a purchase order, then receive it. Each purchase is then linked to its purchase order, which keeps it traceable. See Create a purchase order and Receive a purchase order.

You can also add stock directly to a product, at the branch you choose, without a purchase order. If this stock is on a purchase order that is still open, receive it from that purchase order instead.

Steps

1. Go to Inventory > Products, search for the product, and open it.

2. Scroll to Purchase History and click Add equipment purchase manually.

   

3. To add serialized inventory
   1. Add a branch
   2. Choose between Rental & Sale
   3. Add serial number
   4. Add Inventory ID
   5. Add original purchase date
   6. Add original unit price (purchase price; feeds inventory valuation)
   7. Add the vendor
   8. Add reference number and notes if needed.
4. To add bulk inventory
   1. Add a branch
   2. Choose between Rental (bulk) & Sale (bulk)
   3. Add original purchase date
   4. Add the quantity
   5. Add original unit price (purchase price; feeds inventory valuation)
   6. Add the vendor
   7. Add reference number and notes if needed.
5. Click Save

When you finish, the branch's stock counts (Bulk rental qty or Bulk sellable qty) update, and a new row appears in Purchase History.

Good to know

• The dialog for adding stock directly shows a notice that the purchase is not linked to a purchase order.

Related tasks

• Move stock between stores
• Manage serialized units
• Add a product