Stock Entry Type
Overview
Stock Entry Type – Business Overview
Stock Entry Type defines the reason and business purpose behind every stock movement recorded in Dafater. It acts as a classification tool that explains why inventory is moving, not just what is moving. This ensures stock transactions are consistent, auditable, and clearly understood across purchasing, production, warehousing, and finance teams.
What Stock Entry Type Is Used for
In daily operations, businesses move inventory for many reasons — receiving goods, issuing materials, transferring stock, adjusting quantities, or manufacturing products.
Stock Entry Type provides a standardized way to label these movements so that:
- Inventory transactions are recorded with clear intent
- Reports accurately reflect business activities
- Internal controls and approvals are easier to enforce
- Teams across departments speak the same “inventory language”
Each Stock Entry recorded in Dafater must follow a defined Stock Entry Type, ensuring consistency and clarity.
Prerequisites and Setup Requirements
Before using Stock Entry Type effectively, the business should ensure:
- Inventory processes are defined (e.g., purchasing, production, transfers, adjustments)
- Warehouses or storage locations are set up
- Material movement rules are agreed internally (who can issue, receive, or adjust stock)
- Standard operating procedures exist for stock handling
Stock Entry Type itself is a simple setup document, but it reflects deeper business rules that should already be decided.
Typical Workflow and Business Fit
Define Stock Entry Types
The business sets up standard Stock Entry Types that reflect common inventory actions, such as receiving goods, issuing materials, or transferring stock.Use During Stock Transactions
When staff create a stock transaction, they select the appropriate Stock Entry Type to explain the purpose of that movement.Operational Execution
The stock is physically moved, and Dafater records the transaction using the selected Stock Entry Type.Reporting and Control
Managers and auditors review inventory reports grouped by Stock Entry Type to analyze usage, losses, production consumption, or internal transfers.
This ensures inventory data supports both operational decisions and financial oversight.
Key Business Scenarios Where Stock Entry Type Is Essential
Material Issue to Production
Clearly separates production consumption from other stock movements.Finished Goods Receipt
Identifies inventory created through internal manufacturing rather than purchasing.Inter-Warehouse Transfers
Tracks internal movements without affecting overall stock valuation incorrectly.Stock Adjustments or Corrections
Ensures losses, damages, or counting differences are transparent and traceable.Internal Consumption or Samples
Helps management understand non-sale stock usage.
Important Considerations for Users
Always choose the correct Stock Entry Type
Selecting the wrong type can misrepresent business activity in reports.Keep Stock Entry Types standardized
Avoid creating too many similar types that confuse users.Train staff on when to use each type
Clear guidelines reduce errors and improve data quality.Review usage regularly
Management should periodically review stock movements by Stock Entry Type to identify inefficiencies or risks.
In Summary
Stock Entry Type is a foundational control tool in Dafater that brings structure, clarity, and discipline to inventory management. While simple in setup, it plays a critical role in ensuring stock movements accurately reflect real business activities and support informed decision-making.
Basic Information
- Module: Stock
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| purpose | Purpose | Select | ✓ | , Material Issue, Material Receipt, Material Tr... | Defines stock movement purpose for inventory transactions |
| addtotransit | Add to Transit | Check | - | Marks items as in-transit during stock movement | |
| is_standard | Is Standard | Check | - | Identifies Dafater standard, non-editable stock entry type |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Stock Manager | ✓ | ✓ | ✓ | ✓ | ||
| Stock User | ✓ | |||||
| Manufacturing Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Stock Entry | Linked from | Stock |