Steps to Add Opening Stock Entry¶

Opening Stock Entry is used to record the initial stock of products in a warehouse/company when starting to use the software. Stock can be added either manually one by one or via Excel upload, often carried over from another system or counted manually. These are the steps to add opening stock manually, one by one:¶

Steps to Add Opening Stock Entry:¶

1. Click on “Transaction” from the main menu.¶

2. Select “Inventory Movement” from the options.¶

3. Choose the “Opening Stock” option from the dropdown list.¶

4. Check the Date field to ensure it matches the start of the fiscal year for accuracy.¶

5. Choose the respective warehouse for adding opening stock and verify your selection if more than one warehouse exists.
Eg: Main Warehouse¶

6.Add some remarks if needed. If any (e.g., “Damaged items excluded”, “Expiry-tracked item”).¶

7. In the Particular field, enter the product name for which you want to add the opening stock..¶

8. Select the item from the Pop up Product list.Example(CORN FLOUR-1KG)..¶

9. Enter the opening quantity for the selected product. If the item is expiry-tracked, select the MFG date and expiry date.
Eg:Corn flour-1kg "50" pkt¶

Example: if the MFG date is March 2025, the expiry date may be December 2025.¶

10. You can add multiple products by pressing the Enter key or clicking the “+” icon. Once all products are added, click the “Save” button to save the opening stock entry.¶

11. Click on OK¶

12. Button in the Opening stock
Reset – Click the Reset button or press F3 to clear the form.
View – Click the View button or press F4 to view opening stock records.
Back – Click the Back button to return to the previous screen.¶

13. Click the Ctrl key on your keyboard to show the additional button in Opening Stock.¶

14. Opening stock carry forward from Last/Previous Fiscal Year:
Opening from the Previous Fiscal Year means carrying forward the closing stock of the last fiscal year as the opening stock for the current fiscal year. This option helps continue stock tracking without re-entering all items manually.
If you click this button, the stock from the previous fiscal year will be loaded into your system.
If opening stock has already been entered for the current fiscal year, a pop-up will appear:
“Previous Fiscal Year Opening Stock is already carried forward. Do you want to re-carry the Opening Stock?”
Click OK to re-carry the stock or Cancel to keep the existing entries.¶

15. Edit Large Opening Voucher Entry: Displays all opening stock entries for viewing or editing.¶

16. Select the Opening stock voucher you want to edit. For Eg: [OP5-IMS-82/83].¶

17. Tick the checkbox for the line you want to edit, update the opening price or quantity (ensure the quantity is higher than the available stock), and click Save.¶

18. View Carry Forward Voucher
This option lets you view the opening voucher used to carry forward opening stock from the previous fiscal year.¶