Document Conducting
Bulk-check and re-conduct documents: surfaces posting errors — sales over available stock and regrading — and brings stock balances up to date. Handy to run before closing a shift.
How to Access
Navigate to: Sidebar > Settings > Document Conducting
Route: /settings/document-conduct
Quick actions:
Overview
The page collects documents that need conducting (from the actuality point or a chosen date), re-conducts them, and shows the errors it finds — item, warehouse, balance, and the shortfall amount. Nothing new is created on the server: it uses the same warehouse operations as re-conducting inside the reports.
Menu visibility depends on access rights: the item is hidden for roles that have the conducting tool closed (for example "Restaurant", "Retail") — just like the other warehouse settings.
Parameters
| Parameter | Description |
|---|---|
| Trading point | Limit processing to the selected point (all points by default) |
| Warehouse | Limit processing to the selected warehouse (all warehouses by default) |
| Period | From the actuality point (default), starting from a date, or additionally ending on a date |
| Documents | Warehouse and/or financial (only warehouse is enabled by default) |
| Processing options | Remove non-existent documents, check calculations (on by default), rebuild calculations (off by default) |
| Operation | Re-conduct, conduct unconducted, check sequence, actualize stock. "Conduct all" and "Cancel conducting" are available only under management (admin) access |
Step-by-Step Guide
- Go to Settings > Document Conducting.
- Optionally select a trading point and a warehouse.
- Set the period — from the actuality point by default; you can specify a start date and, optionally, an end date.
- Choose the document set (warehouse and/or financial) and adjust the processing options if needed.
- Choose the operation.
- Click Run.
- If there is anything to conduct, a dialog shows the document count and a conduct button; after conducting, sales over stock and regrading are listed with item, warehouse, and shortfall amount.
- If everything is up to date — the message "All documents are conducted and stock is up to date. No errors found."
FAQ
When should I run the check?
The tool is handy to run before closing a shift and during the day — to catch sales over stock and regrading in time.
Why can't I see the menu item?
The item is hidden by access rights. If a role has the document-conducting tool closed, the item does not appear in the Settings section.
Does the tool create anything new on the server?
No. It uses the same warehouse operations as re-conducting inside the reports; no new documents are created.