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Perform a stock swap (SO)
Updated over 7 months ago

πŸ’‘Note: Feature available to Subscribed Site Operator AgriDigital accounts only

To perform a Stock Swap, first navigate to your Storage > Inventory > Ownership tab.
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From here, select the Inventory line to be swapped, from there select the green "Edit Inventory" button in the top right of the page.

You will now input the following details:

  • From Location - To Location

  • Price Differential/Tonne

    • Note: Enter the price differential as positive when the buyer will pay the site operator. Enter a negative price differential when the site operator will pay the buyer.

  • Quantity*: in mt's.

  • Send Stockswap Notification: counterparty team member on the account.

  • Reference number: counterparty reference.
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πŸ’‘Note: Edits can also be made to the grade and season at the same time ​


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Once the above information has been entered is correct, click on the 'Update Inventory' button to finalise this Stock Swap.
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Once done, you will then see the Inventory lines update.

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Click into your Inventory line to view your Inventory Movements, as shown below.
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πŸ’‘Note: Once a stock swap has been completed, you cannot undo. To resolve, you will need to perform a second stock swap for the locations in reverse and this can only be done for a positive ownership position.



​Reporting
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Details of stock swaps will be shown in the Edit Inventory Report found in your Storage > Dashboard > Reports section, which are available also for downloading to a spreadsheet.

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