Process a restock

Prerequisites: A purchase receipt has been validated (status Done). Required permission: Purchase → Purchase Restocks — User or above. Admins can validate any restock; Managers and Users only the restocks they created.

A Purchase Restock is the put-away operation that physically places received items into their designated storage locations.

Steps

1. In the sidebar, click Purchase → Purchase Restocks (or, if one wasn’t created for you automatically, open the purchase order and click New Restock).
2. Open the restock. One you created with New Restock starts in Draft; one created automatically starts in Waiting.
3. If the restock was created automatically, the To location is pre-filled for each line from the item’s stock rules — verify it’s correct. On a restock you opened with New Restock, select the storage location for each line yourself.
4. Physically move each item to its location.
5. Click Mark as Todo, then Validate once every line is placed.

What to expect

The restock status changes to Done. The on-hand quantity for each item updates immediately at the specified storage location. The items are now visible in the warehouse inventory with their location address.

If a line is for a serialized item, you’ll be prompted to assign a serial number to each physical piece before validating.

Purchasing series complete

Stock is now in the warehouse. The Production team can start the Production series to assemble tools, process pick lists, and run their first job.

Related articles

• Add your first vendor
• Create your first purchase order
• Receive goods