The Physical Stock Approval screen in HQ is used to review and approve stock update entries submitted from outlets.

Key benefits of this screen include:

• Displays updated stock entries such as excess stock and shortage stock, along with their respective values, outlet-wise

• Provides a drill-down option through the Edit link to view item-wise updated stock details for each stock update entry and its corresponding voucher type

• Offers vertical and category filters to refine stock items by category

• Allows you to view outlet-wise pending stock update entries using the outlet filter

The following section explains the complete process of configuring and performing the stock update approval procedure.

Configuration at HQ: 

1. Open HQ and navigate to Admin > Configuration > Centralized Tools Configuration.

2. Select the required HQ Group from the list. In this example, MONTI is used.

3. Search using the keyword "Approval" and select StkUpdate Approval from the list.

4. Change the option from Not Needed to HQ-Approval, then click the Preview button.

Note: You can add additional validations using the Approval If diff.qty exceeds and Approval If diff.cost exceeds options.

5. Review the old and new configurations, then click the Save button.

The following screen will be displayed.

6. Click the Send to Outlet button to complete the process.

7. Navigate to Inventory > Stock Updation Master.

8. Press Shift + Alt + F2 – Config, then verify that StkUpdate Approval is set to HQ Approval.   

Execution:

The following section explains how to create a stock update entry from outlets and get it approved by HQ.

1. Navigate to Inventory > Stock Updation Master.

2. Select an item, enter the physical stock quantity, and specify the packing details if applicable.

3. Click the F6 – Save button to save the transaction.

Note: The StkUpdate function key does not work because the stock update is not yet approved by HQ.

4. Open HQ and navigate to BPM > Inventory Management > Physical Stock Management > Physical Stock Approval.

5. Select the required shop name from the filter, then click the Apply button.

6. On opening the screen, the stock update entries created in the outlet POS are displayed in the Physical Stock Approval screen. Click the Edit button.

7. Review the item, then update the Status field to Approve or Cancel as required.

Note: You can click the Columns button to enable or disable columns as required.

Note: Click the Search button and use the available filter options to search for items.

8. Click the Save button to complete the approval process.

The following screen will be displayed upon completion of the approval process from HQ.

9. Open the outlet POS and navigate to the Stock Updation Master screen again.

10. Click the F9 – StkUpdate button, then click Yes to complete the stock update process.

The following database backup window will be displayed after clicking the Yes button.