Record stock usage
Materials used for sales, such as coffee beans and milk, leave the warehouse stock.
Before you start
- An approved sales invoice, or a sales delivery, with its warehouse.
- Inventory adjustment access to post.
- Stock usage is always created from a sales document. For other usage, such as spoiled or internally used materials, record it through a stock opname.
Steps
Step 1: Start from the sales invoice
Open the sales invoice. In More document actions, click Create stock usage.
Screenshot coming soon
The More document actions menu on a sales invoice with Create stock usage.
Step 2: Check the date and warehouse
The usage draft opens with its Sales source. Check the Usage date, Warehouse and Notes.
Screenshot coming soon
The stock usage draft with the usage date and warehouse.
Step 3: Enter the materials used
In Usage lines, click Add line and fill in the Consumed product, quantity and unit. The Source sales line is optional.
Screenshot coming soon
Usage lines with consumed product, quantity and unit.
Step 4: Review, then post
Check the Posting review and After usage, click Save draft, then Post usage. The page shows the Estimated COGS at close.
Screenshot coming soon
The stock usage posting review with the Post usage button.
When you are done
- Warehouse stock goes down. No journal is made when usage is posted: its COGS is recognised when the period is closed in Month End Close.
- To undo it, click Void usage and give a reason.
Common problems
A message says the document date and warehouse are required
The source invoice or delivery needs a date and a warehouse. Complete the sales document first.
A message says each line needs a product and a positive quantity
Enter a product and a quantity above zero on every line, or remove empty lines.
The month-end close is blocked after posting usage
A material has no cost yet. Complete its cost, for example with a goods receipt, so COGS can be calculated.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.