Internal incomings (II) and internal outgoings (IO) documents

With warehouse documents, you can manage product inventory levels.

The Internal incomings (II) document is an internal receipt, issued when a product is received within the company. For example, when a product is transferred from the production department to the warehouse.

The Internal outgoing (IO) document is an internal issue, used to represent an internal event within the company. For example, when a product is issued from the warehouse to the production department.

In this article, we explain how to create these types of documents.
 

Warehouse document Internal incomings (II)

The option to create a warehouse document II is available by going to the Warehouse > Warehouse Documents > Add new document > Internal incomings (II) tab.

The system will display a form to create a warehouse document. In the Type field, select Internal incomings (II) or another type of document from the list that you want to create.

To create the document correctly, adjust its individual parameters:

• Select the Warehouse where the goods are to be received.
• In the Recipient data, select the company that will receive the product (if you manage multiple companies within your account, use the Edit button and select the appropriate company in the first field).
• Set the currency for the purchase of the goods.
• Fill in the Items section.

After saving the form, the system will display the created II document.



NOTE! If you enter a new product on the II document that is not currently in your database and save the document, the system will add it to the product database along with the current stock leve.

Warehouse document Internal outgoings (IO)

You can create an IO warehouse document in the same place as a II document.

Go to the Warehouse > Warehouse Documents > Add new document > Internal outgoings (IO) tab.

To create the document correctly, adjust its individual parameters:

• Select the Warehouse from which the goods are to be removed.
• In the Supplier section, select the company that is to transfer the product (if you manage multiple companies within your account, use the Edit button and select the appropriate company in the first field).
• Set the currency for the sale of goods.
• Fill in the Items section.

The data in the Recipient section is not required when creating an IO document. These fields can remain empty, and the system will allow the document to be saved.

When creating an IO document, a message regarding purchase prices will appear on the form.

After saving the form, the system will display the created IO document.


 

You can use the IO document, for example, when:

• Products are transferred for further internal use within the company (e.g., purchase and use of office supplies);
• Products or semi-finished goods are transferred for further production;
• A product is damaged and consequently allocated to warehouse losses.