Relevant to: Subscribed Site Operators
Navigation Tree: Storage > Inventory > Ownership
To perform a Stock Swap, first navigate to the "Inventory" tab within the "Storage" module, followed by the "Ownership" tab.
From here, click the inventory line to be swapped.
Navigate to the green "Edit Inventory" button in the top right corner of the page.
You will now input the following details:
- Swap location
- Agreed price differential
- 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.
- Note: Enter the price differential as positive when the buyer will pay the site operator.
- Quantity to be swapped
- Party to be notified
- Reference number
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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 you will then need to click on the 'Update Inventory' button to finalise this Stock Swap.
Once done, you will then see the Inventory lines update as required.
Click into your Inventory line to view your Inventory Movements, as shown below.
Reporting
Details of stock swaps will be shown in the Regrade Reseason Report found in your Storage > Dashboard > Reports section, which are available also for downloading to a spreadsheet.