Stock Movements
What is it?
Section titled “What is it?”Stock Movements is the complete log of everything that enters, leaves, or changes in your stock. Every time a product arrives (a supplier delivery, for example), a product is used or lost (in the kitchen, spoilage, breakage), or you correct a quantity after an inventory count, Capnio records a movement here.
Think of it as an accounting ledger, but for your products instead of your money. Each line is an event: “5 kg of flour arrived on March 15”, “2 liters of milk were thrown away on March 16”, etc. Except instead of a paper notebook, everything is digital, automatic, and impossible to lose.
What is it for?
Section titled “What is it for?”This module allows you to:
- Know exactly what happened with your stock, day by day, hour by hour
- Understand why your stock went up or down
- Find out who made a movement, when, and for what reason
- Verify that deliveries match the orders you placed
- Detect abnormal losses, waste, or data entry errors
- Prepare your inventories by comparing theoretical stock with actual stock
- Justify discrepancies during an audit or inspection
How does it work?
Section titled “How does it work?”The 3 types of movements
Section titled “The 3 types of movements”Every movement has a type that indicates what happened. There are exactly three:
An entry is when stock arrives at your establishment. The product’s stock increases.
Concrete examples:
- You receive a delivery from a supplier (10 boxes of tomatoes)
- You make a positive adjustment after an inventory count (you have more than expected)
- A product is returned to stock (cancellation of an incorrect exit)
- You produced something in-house (homemade bread, prepared sauce)
Entries are displayed in green with a + sign before the quantity.
An exit is when stock leaves your establishment or is consumed. The product’s stock decreases.
Concrete examples:
- A product is consumed in the kitchen to prepare a dish
- A product is expired and must be thrown away
- A product is broken or spilled (accident)
- A product is donated or given away to someone
- A product is transferred to another establishment
Exits are displayed in red with a - sign before the quantity.
An adjustment is when you correct the stock to match reality. It is neither an entry nor an exit: it is a correction.
Concrete examples:
- After an inventory count: you count 10 kg of flour but Capnio shows 12 kg, so you adjust to 10 kg
- After a data entry error: someone entered 50 instead of 5
- For an accounting transfer between categories
Adjustments are displayed in blue with a ~ sign before the quantity.
Complete history
Section titled “Complete history”When you open the stock movements page, you see a table with all movements, from most recent to oldest. This is your complete history. For each movement, the table displays:
| Column | What is displayed |
|---|---|
| Date | The exact date and time of the movement |
| Type | Entry (green), Exit (red), or Adjustment (blue) |
| Product | The name of the product concerned |
| Quantity | The number with unit (e.g., +5 kg, -2 L, ~10 pieces) |
| Reason | Why this movement happened (delivery, loss, inventory…) |
| By | The name of the person who recorded the movement |
Here are the possible reasons by movement type:
| Type | Available reasons |
|---|---|
| Entry | Supplier delivery, Return to stock, Production, Inventory adjustment (+), Other |
| Exit | Consumption, Loss / Expired, Breakage, Donation, Inventory adjustment (-), Other |
| Adjustment | Inventory, Error correction, Transfer |
Filters and search
Section titled “Filters and search”The list can grow long over time. That is why Capnio gives you several ways to find exactly what you are looking for:
Filter by type Show only entries, exits, or adjustments. Handy for viewing only losses, for example.
Filter by period Choose a date range: today, this week, this month, or custom dates of your choice.
Filter by product Select a product to see only its movements. Very useful for understanding how a specific product’s stock has evolved.
Search by text Type a product name in the search bar to find it quickly.
Filter by reason See only movements with a specific reason (deliveries, losses, inventories…).
Filter by employee See what a specific person has recorded.
Creating a movement manually
Section titled “Creating a movement manually”Sometimes you need to record a movement by hand. For example, a noticed loss, an inventory count, or a correction. Here is how:
- Click the + New movement button
- Choose the type: Entry, Exit, or Adjustment
- Select the product from the dropdown list
- Enter the quantity
- Choose the reason from the list
- Add a comment if needed (optional but recommended)
- Click Save
The product’s stock is updated immediately after saving.
Automatic movements
Section titled “Automatic movements”You do not need to enter everything by hand. Capnio automatically creates movements in these situations:
- Receiving a supplier order: when you validate the reception of an order in the Orders module, an entry is automatically created for each product received, with the reason “Supplier delivery”
- Tablet scan: when an employee scans a product on the tablet and records an entry or exit
Exporting movements
Section titled “Exporting movements”You can download the movement history as an Excel or CSV file:
- Apply the filters you want (period, type, product…)
- Click the Export button
- Choose the format (Excel or CSV)
- The file is downloaded to your computer
The export contains all the table columns: date, type, product, quantity, reason, employee, comment.
On the tablet
Section titled “On the tablet”Your employees can record stock movements directly from the Capnio tablet, without needing to go to a computer:
- On the tablet, tap Stock
- Scan the product’s barcode with the reader, or search for it by name
- The product is displayed with its current stock level
- Choose Entry or Exit
- Enter the quantity
- Select the reason
- Tap Confirm
The movement is recorded immediately and the stock is updated.
Frequently asked questions
Section titled “Frequently asked questions”Are movements created automatically? Yes, in some cases. When you receive a supplier order in Capnio and validate the reception, stock entries are created automatically. When an employee scans a product on the tablet, the movement is also created automatically. Manual movements are mainly used for losses, inventory counts, and corrections.
Can I edit or delete a movement? No, movements cannot be edited or deleted. This is a fundamental rule of traceability and auditing. If you made a mistake, create a new adjustment movement to correct it. The history will remain complete and transparent.
How do I do a full inventory count? Physically count each product in your storage area. For each product where the actual quantity does not match the stock shown in Capnio, create an adjustment movement with the reason “Inventory”. The stock will be updated to match reality.
Who can create movements? All employees who have access to the Stock module on the tablet can create movements (entries and exits). On the computer (manager interface), only managers and authorized personnel can create movements, including adjustments.
I see a lot of losses, is that normal? Some losses are normal (expired products, accidental breakage). But if losses are high or increasing, look at which product is most affected and why. Perhaps you are ordering too much, storage conditions are not good, or expiration dates are not being respected.
How do I know if a delivery is complete? Compare the automatic entry movement (created when the order was received) with the original order in the Orders module. The quantities should match. If they do not, there was a discrepancy in the delivery.
Are movements useful for an audit? Absolutely. The complete movement history, with dates, responsible persons, and reasons, constitutes a reliable audit trail. You can export the data at any time to present during an inspection.