User Training Guide

Stock Add / Remove /
Adjust How to keep your stock figures correct in WHIMS

A step-by-step handbook for warehouse and office staff. No technical knowledge needed — every screen, button and message is explained in plain English.

WHIMS — Inventory Management
DocumentStock Add / Remove / Adjust — User Training Guide
Version1.0
Date issued27 July 2026
CompanyGo-Parts (placeholder — replace with your registered entity name)
Applies toWHIMS Inventory Management, admin area
AudienceWarehouse staff, stock controllers, office administrators
Prepared byInventory Systems Team
Confidential — internal training use only Version 1.0 · 27 July 2026

Table of Contents

  1. 1Introduction{{PAGE:s1}}
  2. 1.1What is the Stock Add / Remove / Adjust feature?{{PAGE:s1_1}}
  3. 1.2Why we use it{{PAGE:s1_2}}
  4. 1.3The three operations at a glance{{PAGE:s1_3}}
  5. 1.4What the buttons are really called{{PAGE:s1_4}}
  6. 1.5Benefits of accurate stock records{{PAGE:s1_5}}
  7. 1.6How to read this guide{{PAGE:s1_6}}
  8. 2Prerequisites{{PAGE:s2}}
  9. 2.1Access and permissions{{PAGE:s2_1}}
  10. 2.2Information to have ready{{PAGE:s2_2}}
  11. 2.3Records that must already exist{{PAGE:s2_3}}
  12. 2.4Rules to know before you start{{PAGE:s2_4}}
  13. 3Feature Overview{{PAGE:s3}}
  14. 3.1Signing in{{PAGE:s3_1}}
  15. 3.2The main menu{{PAGE:s3_2}}
  16. 3.3The Stock Levels screen{{PAGE:s3_3}}
  17. 3.4The Stock Actions menu{{PAGE:s3_4}}
  18. 3.5The filter panel{{PAGE:s3_5}}
  19. 3.6Buttons and actions reference{{PAGE:s3_6}}
  20. 3.7Icons, colours and badges{{PAGE:s3_7}}
  21. 4Step-by-Step User Guide{{PAGE:s4}}
  22. 4.1Opening the Stock Management screen{{PAGE:s4_1}}
  23. 4.2Adding stock — Stock Take{{PAGE:s4_2}}
  24. 4.3Adding stock for many products — Bulk Stock Take{{PAGE:s4_3}}
  25. 4.4Adding stock from the product page{{PAGE:s4_4}}
  26. 4.5Removing stock — Deduct from Stock{{PAGE:s4_5}}
  27. 4.6Removing everything in a location — Empty Location{{PAGE:s4_6}}
  28. 4.7Adjusting stock to a corrected count — Stock Change{{PAGE:s4_7}}
  29. 4.8Adjusting many records at once — Bulk Stock Change{{PAGE:s4_8}}
  30. 4.9Viewing and verifying updated stock{{PAGE:s4_9}}
  31. 4.10Reviewing stock history{{PAGE:s4_10}}
  32. 5Screenshot Index and Capture Guide{{PAGE:s5}}
  33. 6Field Descriptions{{PAGE:s6}}
  34. 6.1Stock Take form{{PAGE:s6_1}}
  35. 6.2Adjust window (add or remove){{PAGE:s6_2}}
  36. 6.3Stock Change form{{PAGE:s6_3}}
  37. 6.4Empty Location wizard{{PAGE:s6_4}}
  38. 6.5Spreadsheet (CSV) columns for bulk work{{PAGE:s6_5}}
  39. 6.6Columns on the Stock Levels screen{{PAGE:s6_6}}
  40. 6.7Columns on the Stock History screen{{PAGE:s6_7}}
  41. 6.8Fields the system fills in for you{{PAGE:s6_8}}
  42. 7Business Rules{{PAGE:s7}}
  43. 8Validation Rules{{PAGE:s8}}
  44. 9Common Errors and Troubleshooting{{PAGE:s9}}
  45. 10Frequently Asked Questions{{PAGE:s10}}
  46. 11Best Practices{{PAGE:s11}}
  47. 12Quick Reference Guide{{PAGE:s12}}
  48. 13Summary and Final Checklist{{PAGE:s13}}
  49. AGlossary{{PAGE:sA}}

Revision history

VersionDateChangeAuthor
1.027 July 2026First release. Covers Stock Take, Bulk Stock Take, Stock Change, Bulk Stock Change, the Adjust window on the product page, and Empty Location.Inventory Systems Team