Purchases & Stocktaking
Acquire consumables and manage stock levels
The following section will guide you on how to add purchases and capture stock levels.
Purchases and stock taking can be used by multiple modules. If you need more info regarding how to use these functions visit the Asset Management module pages.
Navigate to Management / Costing.
Purchases
Click on the first tab "Purchases". You will be presented with a table consisting of all items purchased in the last two weeks. Change the date range filter to view older items.
Add a Purchase
Navigate to Management / Costing and click on the "Purchases" tab.
Click on the "+ Add" button to record a purchase
Select the type of item that was purchased
Chemicals / Fertilisers - Select the product in the following field.
Produce / Variants - Select the cultivar in the following field. This is used when purchasing trees/plants to cultivate a new area.
Consumable Assets - Select the consumable asset in the following field.
Fuel - Diesel and Petrol
Supplier reference - A note from where this product was purchased from.
Invoice / Delivery Note Number
Delivery Date - The stock will increase on this date and time
Provide details of one or more products in the following fields
Store Room - Link this spe
Stock code - This is your own stock reference, usually for accounting purposes.
Product unit - The unit of weight or volume per individual item.
Quantity - The number of individual items purchased
Total amount - The total value of item bought
Click on "Add More Products" to add another product to this invoice or delivery note
Click on Save once all products have been added
The cost of purchases will only be applied from the date and time of delivery. If you want to back date costs, add the purchases on a past date before it was consumed.
Stocktaking
Keep track of actual stock levels on your farm.
Navigate to Management / Costing and click on the "Stocktaking" tab. You will be presented with a table consisting of all stock items in the last two weeks. Change the date range filter to view older items.
Add a Stocktake
Click on the "+ Add" button.
Select the type of item for this stocktake record
Select the corresponding item in the following field
Provide the total product left
The total provided here must be the calculated amount i.e. 3000 plastic bags and not 3 boxes of 1000 bags
Provide a note for the change in stock
Select the date and time when this stocktake was completed
This must be as accurate as possible because if items are checked out before or after the date the stocktake it may result in missing items
Click on Save
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