Overview

The Part Transactions page provides a complete history of all stock movements for a part — every time stock was received, used in a job, adjusted, or transferred. It also lets you make manual stock adjustments to correct quantities when there is a discrepancy between the system and the physical count.

Navigate to Workshop → Parts, open a part, then select Part Transactions from the Triple Dot Menu.

Transaction types

Transaction Type When it occurs
Stock Received Parts received via a purchase order goods receipt entry.
Used in Task Parts consumed when a mechanic records parts used on a job task.
Stock Adjustment — Increase Manual increase to stock on hand — used for opening stock entries, corrections, or untracked receipts.
Stock Adjustment — Decrease Manual decrease to stock on hand — used to write off damaged or missing stock.
Stock Transfer In Stock received from another depot via a stock transfer.
Stock Transfer Out Stock sent to another depot via a stock transfer.

Making a stock adjustment

Use a stock adjustment when the physical quantity on hand doesn't match what the system shows — for example, after a stocktake reveals a discrepancy, or to enter opening stock for a new part.

  1. Navigate to Workshop → Parts and open the part.
  2. Select Part Transactions from the Triple Dot Menu.
  3. Click + Add Adjustment.
  4. Select the adjustment type:
  5. Enter the Quantity and the Unit Cost for the adjustment.
  6. Add a Note to explain the reason for the adjustment (recommended).
  7. Click Submit.

The stock on hand is updated immediately.

❕Note: When entering opening stock for a new part, use a Stock Adjustment — Increase. The unit cost entered here sets the initial cost price for the part.

Setting opening stock for a new part

When a part is first created its stock on hand is zero. Before the part can be used in jobs or purchase orders, set the opening stock:

  1. Open the part's Part Transactions from the Triple Dot Menu.
  2. Click + Add Adjustment and select Stock Adjustment — Increase.
  3. Enter the opening quantity and the current unit cost.
  4. Click Submit.

This establishes both the stock level and the cost price used for job costing.

Exporting consumable transactions

For Consumable part types, a dedicated export is available to report on all consumables purchased within a date range. This is useful for monthly expense reporting.

  1. Navigate to Workshop → Parts.
  2. Open the Triple Dot Menu on a part transaction.
  3. Select Export Consumable Transactions to Excel.
  4. Enter a date range and run the export.

❕Note: The Consumable Transactions export was added in the latest release.

In This Topic

Related Topics

Parts Overview & Management

Stocktake

Stock Transfers

Purchase Orders