Create Stock In

Create a new Stock In document to record goods physically received into a warehouse. The form captures the receiving warehouse, document date, an optional reference number, and one or more line items specifying which items were received and in what quantities. New documents start in Draft status.

Accessing the Page

From the Stock In list, click New Stock In, or navigate directly to /inventory/operations/stock-in/new.

Form Overview

The form is divided into two sections:

Section	Description
Document Details	Header fields: warehouse, date, reference, and remarks
Line Items	One row per item received, with item code, quantity, UOM, and notes

Document Details

Field	Required	Type	Description	Default	Validation
Warehouse	Yes	Entity select	Warehouse receiving the stock	—	Only active warehouses; required before saving
Document Date	No	Date	Date of the physical receipt	Today	—
Reference	No	Text	External reference number (e.g., purchase order, delivery note)	—	—
Remarks	No	Textarea	Free-text notes for the document	—	—

Line Items

Each line represents one item received.

Field	Required	Type	Description	Default	Validation
#	—	Number	Auto-assigned line number	Sequential	—
Item	Yes	Entity select	Item received — only stock-tracked items are listed	—	Required on each line
Quantity	Yes	Number	Quantity received	1	Must be greater than 0
UOM	No	Text	Unit of measure — populated automatically from the item	—	—
Notes	No	Text	Line-level note	—	—

Use Add Line to append a row. Lines can be removed with the delete (trash) icon on the row.

The header warehouse is copied to each new line automatically. If the warehouse selection changes, existing lines retain their warehouse assignment unless manually updated.

Validation Rules

Rule	Behavior
Warehouse required	Cannot save without selecting a warehouse
At least one line	At least one line item is required
Quantity positive	All line quantities must be greater than 0
Item required per line	Each line must have an item selected

Validation errors appear inline beneath the affected field and in a summary at the top of the form.

Post-save behavior

After successful creation:

• The document is saved with status Draft
• The document number is assigned by the system
• You are redirected to the Stock In Detail page
• A success notification shows the new document number

The document does not affect warehouse stock quantities until it is Confirmed.

Common tasks

1. Open Inventory → Operations → Stock-In and click New Stock In.
2. Select the receiving warehouse and enter the document date and optional reference.
3. Add line items with the items received and their quantities, then click New Stock In to save.

Permissions & system behavior

• Creating a Stock In document requires Write permission on Operations.
• The document is created in Draft status and must be Confirmed to post stock.
• Batch number and serial number fields appear in the history log but are not shown on the current form; they are planned for a future release.

Related Pages

• Stock In — List all receipt documents
• Stock In Detail — View a specific receipt document
• Edit Stock In — Edit a Draft receipt document