Skip to main content

How to adjust or transfer stock for a wine

Add or remove stock with Stock Movement, or move stock between locations with Stock Transfer, from the wine's Stock section.

Once a wine is saved and stock tracking is on, you can change its stock from the wine's Stock section. You can also change stock on the Stock screen.

Before you start

  • The wine needs Enable Stock Tracking? ticked. See How to turn on stock tracking for a wine.

Add or remove stock (Stock Movement)

  1. Go to Settings > Products > Bottles.

  2. Click the wine's name.

  3. Click Stock to open the section. Current Stock shows the stock at each stock location.

  4. Click Stock Movement. The Adjust Stock pop-up opens.

  5. In Amount, enter the number of bottles.

  6. In Stock Location, choose where the stock is.

  7. In Adjustment, choose the reason: New stock, Stocktake up, Breakage, Gifting, Sample, Charity, Wholesale, Tasting, Promotion, Wholesale promotion or Stocktake down.

  8. (Optional) Add a Comment, or set a Custom Date if the change happened earlier.

  9. Click Save in the pop-up.

Move stock between locations (Stock Transfer)

  1. Open the wine and its Stock section, as above.

  2. Click Stock Transfer. The Transfer Stock pop-up opens.

  3. Choose Transfer From and Transfer To.

  4. Enter the Amount and, if you like, a Comment or Custom Date.

  5. Click Save in the pop-up.

What happens next

  • The change is saved straight away. You don't need to click Save on the wine.

  • Current Stock updates, and the adjustment and its reason show on the Stock screen.

Related articles

Did this answer your question?