This guide shows you how to record a goods issue — moving stock out of a warehouse — so your on-hand quantities and stock value stay accurate when goods leave the business.
Before you start
- The warehouse you are issuing from must already exist, and the products you are issuing must be on your product list.
- There should be enough stock on hand at that warehouse to cover what you are issuing.
- Your role needs permission to raise and confirm goods issues. Raising and confirming are separate steps (a dual gate), so a second person confirms what a first person raises.
Steps
- Go to Supply Chain → Goods Issues & Deliveries to see existing issues and their status.
- Click to start a new goods issue and set the data scope (required) — choose the organisation, entity, branch, department or position the issue belongs to. When you pick a level below organisation, the matching parent fields become required.
- Choose the Warehouse (required) the stock is leaving.
- Set the Issue date (required).
- Optionally add a Reason — one of Sale fulfilment, Internal use, Sample or Other. Add a Reference and a Customer reference if you have them (each up to 200 characters), and Notes (up to 2,000 characters).
[screenshot: the new goods issue form with header fields]
- Add at least one line. For each line pick the Product (required) and enter a Quantity (required, greater than zero). You can set the Unit of measure (UoM — the counting unit, up to 60 characters) and a per-line Note (up to 1,000 characters).
- For a lot- or serial-tracked product you may add an explicit lot pick — a lot, lot number, serial number and quantity for that lot. If you leave this blank the system picks stock automatically using first-expiry-first-out or first-in-first-out.
[screenshot: a goods issue line with a lot pick]
- Save the issue, then have it confirmed. Confirmation is what removes the stock and posts its value.
Result
The issued quantities leave the warehouse, on-hand balances drop, and the cost of the goods is drawn from your weighted-average cost. The issue is recorded against its reason and references for later reporting.