Stock Movement Workflow
Stock movement data is transmitted to OBR in the background whenever an inventory transaction occurs in ERPNext.
Note: Only items with Allow OBR to Track Stock Movement enabled will have their stock information transmitted to OBR.
Stock movement can be tracked using the following documents, which generate Stock Ledger Entries:
| Document Type | Trigger for OBR Transmission |
|---|---|
| Purchase Receipt | Automatically sends stock data to OBR |
| Purchase Invoice | If created without a Purchase Receipt, ensure the Update Stock checkbox is enabled to allow tracking |
| Stock Entry | Sends stock adjustment data, excluding internal transfers |
| Stock Reconciliation | Sends data when stock levels are manually updated |
| Sales Invoice | Sends stock data when the Update Stock checkbox is enabled |
| Delivery Note | Automatically sends stock data to OBR |
The following documents contain a mandatory Stock Movement Description field:
- Purchase Receipt
- Purchase Invoice
- Stock Entry
- Stock Reconciliation
To check the status of stock submission, open the related Stock Ledger Entries. An E-Tracker checkbox is available and, when checked, indicates that the stock information was successfully transmitted to OBR.
Last updated 1 week ago
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