How to Manually Update Stock (Stock Operations)

While Work Orders automatically update stock, some situations require manual adjustments via Stock Operations.

Step 1 – Open the Stock Operations Menu

You can start from either:

• Parts & Supplies → List (master Parts), or
• Parts & Supplies → Inventory (specific stock records).

1. Locate the part (or inventory row) you want to adjust.
2. Click the More (⋯) icon in the far‑right column.
3. Hover over Stock Operations to view the available actions.

tip: Prefer starting from Inventory When you use the Inventory list, UniCMMS already knows the exact bin and location, reducing the risk of selecting the wrong warehouse.

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A. Consume (Manual Deduction)

Use case: A technician urgently takes a part for a repair that is not logged on a Work Order.

• Effect: Decreases Available Quantity.

Key fields:

• Part – Select the part being taken.
• Stock Location – Select the location / bin it is taken from.
• Quantity – Number of units taken.
• Note – Reason for the deduction (e.g. “Emergency repair on Line 3”).

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B. Undo Consume (Stock Correction)

Use case: A technician took a part but did not use it and is returning it to the shelf.

• Effect: Increases Available Quantity.

Key fields:

• Part – The part being returned.
• Stock Location – Where it is being returned.
• Quantity – Number of units returned.
• Note – Reason for the return.

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C. Receive Items (New Deliveries)

Use case: Logging a new shipment of parts from a supplier.

• Effect: Increases stock and records financial value.

Important fields:

• Part – Incoming part.
• Stock Location – Where it will be stored.
• Quantity – Number of units received.
• Receipt Number – Invoice or delivery note number (must be unique).
• Unit Price HT – Pre‑tax unit price.
• Aisle, Row, Bin – Physical coordinates (may be hidden if the location is already configured).
• Minimum / Maximum Level – Local thresholds for this location (shown only for new locations).
• Note – Additional delivery details.

info: Smart locations If a green exists in location badge appears, UniCMMS already knows the coordinates and thresholds for that bin and safely hides location setup fields.

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D. Return to Vendor (Outbound Returns)

Use case: Sending incorrect or defective items back to the supplier.

• Effect: Decreases Available Quantity.

Key fields:

• Part – Part being returned.
• Stock Location – Location it is pulled from.
• Quantity – Number of units sent back.
• Receipt Number – RMA or return reference.
• Note – Reason for return (e.g. “Defective on arrival”).

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Step 3 – Submit and Review

After completing any Stock Operation:

1. Click Submit.
2. The system immediately updates inventory levels and audit trails so the whole team sees the live, corrected stock.