The Stock Transaction Management module allows you to track all inventory movements, including items coming in, going out, and adjustments. This ensures your farm resources are always accounted for accurately.

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Accessing the Module #

• URL: http://127.0.0.1:8000/stock-transaction
• Requires user login with sufficient permissions (branch manager or inventory staff).

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Main Features #

1. Record Stock In
   • Use this to add new items to inventory.
   • Typical scenarios:
     • Receiving feed from supplier
     • Delivery of medicines
     • Equipment purchases
2. Record Stock Out
   • Use this when items are used on the farm.
   • Typical scenarios:
     • Feed given to livestock
     • Medicines administered to animals
     • Tools taken for maintenance
3. Adjust Stock
   • Correct stock counts for:
     • Spoilage
     • Theft
     • Counting errors
   • Always include a reason/note for traceability.
4. View Transaction History
   • See all past transactions.
   • Filter by:
     • Date Range
     • Item Type/Category
     • Supplier
     • Transaction Type (In/Out/Adjustment)
5. Audit and Traceability
   • Each transaction can be linked to:
     • A supplier
     • A farm event (e.g., treatment, feeding)
   • Color-coded entries:
     • Green → Stock In
     • Red → Stock Out
     • Blue → Adjustment

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Step-by-Step Instructions #

1. Adding a Stock Transaction #

Stock In:

1. Click “Add Transaction”.
2. Select Stock Item from the dropdown.
3. Choose Transaction Type = In.
4. Enter Quantity and Unit Price.
5. Add optional Supplier and Invoice #.
6. Click Save → Inventory automatically updates.

Stock Out:

1. Click “Add Transaction”.
2. Select Stock Item.
3. Choose Transaction Type = Out.
4. Enter Quantity.
5. Optional: Add Purpose or Notes (e.g., Feeding, Medical Treatment #).
6. Click Save → Inventory decreases accordingly.

Adjustment:

1. Click “Add Transaction”.
2. Select Stock Item.
3. Choose Transaction Type = Adjustment.
4. Enter Quantity (+ or – depending on correction).
5. Add a Note/Reason.
6. Click Save → Stock updated.

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2. Viewing Transactions #

1. Open the Transaction Ledger.
2. Use filters for:
   • Date Range
   • Item Type
   • Supplier
   • Transaction Type
3. Click on any transaction to view details.

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3. Understanding the Dashboard #

• Color Indicators:
  • Green = Stock In
  • Red = Stock Out
  • Blue = Adjustments
• Columns:
  • Date
  • Item Name
  • Transaction Type
  • Quantity & Unit
  • Linked Record (if any)
  • Notes
  • Branch
• Quick Actions:
  • Edit transaction (if authorized)
  • View linked farm event
  • Delete (soft delete, retains audit trail)

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4. Best Practices #

• Always link transactions to suppliers or events for accurate reporting.
• Enter notes/reasons for stock out and adjustments.
• Verify unit measurements carefully:
  • The system will auto-convert bags, kg, liters, or pieces.
• Check inventory levels after each transaction to avoid low-stock surprises.

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5. Troubleshooting #

Issue	Solution
Quantity appears incorrect	Check micro-unit conversion (e.g., 5 Bags × 50kg = 250kg)
Cannot save transaction	Ensure all required fields are filled: Item, Quantity, Transaction Type
Linked record missing	Confirm that the associated farm event or supplier exists
Transaction missing from ledger	Check branch filter – transactions are branch-specific

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6. Tips for Users #

• Use the search and filters to quickly locate transactions.
• Keep stock-in and stock-out notes clear for audits.
• Regularly check for low stock alerts to prevent shortages.
• Only authorized users can edit or delete transactions – others can only view.

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This guide ensures farm staff, inventory managers, and branch admins can use the Stock Transaction module effectively, maintain accurate stock levels, and provide full traceability for audits.