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Field operations

Accepting and rejecting stock

How waybills work, what happens when you reject a consignment, and how end-of-cycle reconciliation is calculated.

Store Officer Updated 5 Aug 2026

Stock only moves between levels with explicit acceptance. That is what makes reconciliation possible at the end of the cycle.

The three states

When a store issues stock to a lower level, the quantity leaves the sender's balance immediately and enters in transit. It is not yet yours. It becomes yours only when you accept it.

  • In transit — sent, not yet actioned by the receiver
  • Accepted — added to the receiver's balance
  • Rejected — returned to the sender's balance, with the rejection recorded

Accepting a consignment

Open Stock → Waybills and find the consignment. Count the physical stock before you tap accept. Once accepted, the quantity is added to your balance and you are accountable for it.

Rejecting a consignment

Reject when the physical count does not match the waybill, or the commodity is damaged or expired. Give a reason — it is recorded against the transaction and appears in the variance report. The stock reverts to the sender's balance automatically.

Partial discrepancies

If most of a consignment is correct but some is damaged, reject the whole waybill and ask the sender to reissue the correct quantity. Do not accept a waybill you know to be wrong and plan to fix it later; the adjustment will show as unexplained variance.

Reconciliation

At the end of the cycle your closing position is calculated as:

opening balance
  + accepted receipts
  - issues to lower levels
  - recorded usage
  - returns
  - wastage and damages
  = expected closing balance

The variance report compares that against your physical count. A variance is not automatically a problem, but it does need an explanation recorded against it.

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