Record a stock movement

Add stock you received, write off stock you used or lost, or correct a count, and review the running history of every stock change per item and location.

In the sidebar, open Inventory, then Movement History. The page address is /inventory/transactions. The page heading reads Inventory Transactions.

Before you start

• The item has to exist and be Tracked. See Add a product or part. The item list also offers non-tracked items, but Nova refuses to record a movement for them.
• Use this page for a single change at one place: a delivery, parts used, a breakage. To move parts from the shop to a truck, use Move stock between locations instead. To fix a whole shelf after a physical count, use Count stock.
• Your role needs permission to record transactions. Otherwise Record transaction is missing.

Steps

1. Press Record transaction. A drawer opens.
2. Under Inventory item, search and pick the part.
3. Type starts at Adjustment, for a correction up or down. Otherwise choose what happened: Receipt for stock coming in, Issue for stock going out to a work order, Sale or Return for counter sales, Reservation or Release to hold or free stock.
4. Under Quantity delta, type the change: a positive number adds stock, a negative one removes it, for example 5 for five received or -2 for two used. Receipt, Return and Release take a positive number; Issue, Sale and Reservation take a negative one.
5. Under Location, pick where the stock changed, or leave No specific location.
6. Type a Note saying why, such as the supplier invoice number or the work order.
7. Press Record transaction. The drawer closes and Nova shows "Inventory transaction recorded."

What you see

• The list shows When, Item, Type, Delta and After (the stock level at that location once this change was applied), plus the Note. Newest is first. Search with Search transactions; Filters narrows by item, type and location.
• Reservation and Release rows leave After unchanged: they hold stock without taking it off the shelf.
• Movements made by counts and transfers appear here too, with a note naming the count or transfer.
• Each row's menu offers Edit to fix a mistake in the item, type, quantity, location or note. Nova then recalculates After for every later movement of that item.
• Columns lets you show or hide fields and reorder them.

If something looks different

• The list reads "No inventory transactions found.": nothing has been recorded yet.
• The drawer says "Quantity delta must be a non-zero number.": type a number other than 0.
• Nova refuses with "Insufficient stock for requested transaction": an Issue or Sale would take the count below zero at that location. Record the missing Receipt first, or check the location.
• Nova refuses with a message that the type "requires a positive" or "negative" quantity: flip the sign, or use Adjustment.
• Nova refuses with "Stock transactions are only supported for tracked items": the item is Non-tracked. Change its Tracking mode first if you want to count it.
• You received a whole purchase order: receiving it from the order records these movements for you. See Send a purchase order and receive the items.

Open Stock movement history