The transaction types

You’ll need: Inventory transactions — if you cannot see these, the module may be switched off for your business or outside your permissions. An administrator can change either.

Every movement has a transaction type, and the type says why the stock moved. Picking the right one is most of doing this well, because the type is what your reports and your accounts read afterwards.

The ones you create

Delivery from supplier — goods arriving from outside. Stock in.

Production run — inputs consumed, outputs produced, in one recorded operation.

Stock take — a physical count, reconciling the system to what is actually there.

Wastage — stock destroyed, spoiled, broken or otherwise gone with nothing to show for it.

Opening balance — what you held on the day you started using FeePrime. Used once per item, at the beginning.

Customer return — goods coming back from a customer.

Internal transfer — a quick manual move between locations.

The ones created for you

Shipment is the customer-side outbound movement, created automatically when a shipment is approved or packed. You will see these; you cannot raise one by hand, and that is deliberate — the document that knows goods left is the shipment, so it is the thing that says so.

Transfer dispatch and transfer receive are the two halves of a proper stock transfer, emitted from the transfer order’s own dispatched and received events. Dispatch takes stock out of the source into in-transit; receive brings it from in-transit into the destination.

You may also meet delivery to customer on older records. It is the retired predecessor of shipment, kept so historic rows still display. Do not go looking for it in the form.

Internal transfer versus a transfer order

Both move stock between your locations, and they are not equivalent.

   internal transfer    one movement, instantly at the destination
                        fine for carrying a box between two rooms

   transfer order       dispatch, then receive, with in-transit between
                        correct for anything that spends time on a road

If the goods are genuinely in one place and then the other with no meaningful gap, the quick move is honest. If there is a truck and a journey, use the transfer order — otherwise your figures claim stock has arrived somewhere it has not, and a consignment lost in between simply disappears.

Wastage deserves a real reason

Wastage is the type people rush. It is also the one that pays for itself, because wastage with reasons is a pattern you can act on: one supplier’s packaging failing in transit, one product spoiling every rainy season, one location losing far more than the others.

“Wastage 12 units” tells you a number. “Wastage 12 units — cartons crushed, third delivery this month from the same supplier” tells you what to do on Monday.

Try it