Movements and stock
Why you need this
Stock control answers two questions: how much you have right now and where it went. Without opening balances, selling a product hits the «Товара не хватает на складе» message and the cost of goods is calculated incorrectly.
The menu item is being switched on gradually
The Склад section is fully working. If its items in the left menu are not clickable yet, open the section by direct link — for example, pro.payda.kz/warehouse/stock.
What you need
- Items of type Товар in the catalogue — services are not stocked.
- A costing method (Метод себестоимости) — the Склад tab in company details.
Step by step
Starting stock control
Open pro.payda.kz/warehouse/docs — the journal of warehouse documents.
Go to the Начальные остатки tab and press Ввести начальные остатки.
Choose the warehouse, add items and quantities, save and post the document.
Warehouse documents
The journal has five tabs, one per operation:
| Tab | When to use it | Create button |
|---|---|---|
| Перемещения | Goods move between warehouses | Создать перемещение |
| Списания | Goods are damaged, expired or consumed | Создать списание |
| Оприходования | Goods appeared without a purchase document | Создать оприходование |
| Инвентаризации | A physical stock count | Создать инвентаризацию |
| Начальные остатки | Starting data when moving to Payda | Ввести начальные остатки |
A transfer needs two fields — Куда (склад) and the source warehouse. A write-off needs a reason, for example Истёк срок годности (expired) or Другое (other).
Stock count
- Create a stock count and pick the warehouse.
- Fill the document from current balances and enter the actual quantity per item.
- Post the document — Payda creates and posts correction documents for any differences.
Balances and reports
pro.payda.kz/warehouse/stock — balances and turnover for a period. The Все склады filter switches to a single warehouse.
pro.payda.kz/warehouse/reports — two reports: ABC-анализ (which products drive revenue) and Рентабельность (Выручка revenue, Маржа, ₸ and Маржа, % margin).
How to check it worked
After posting, open the balances: the quantity for the item must change. A posted document can be unposted — it returns to draft and its movements are reversed.
Common problems
| What you see | Why | What to do |
|---|---|---|
| «Начальные остатки не введены» | Stock control has not been started | Press Ввести начальные остатки |
| «Выберите склады отправителя и получателя.» | A transfer has only one warehouse | Set both warehouses |
| «Добавьте хотя бы одну позицию.» | The document has no rows | Add items |
| «За выбранный период нет остатков и оборотов по этому складу.» | Wrong warehouse or period | Change the warehouse filter and the period |
| «Не удалось провести» | Not enough stock for the operation | Check balances on the document date |
| «Товара не хватает на складе» when selling | The goods were never posted in | Create a posting or a goods receipt |
What next
- Goods receipt — the usual way to add stock.
- Goods and services — check the item type.