Using the Pre-Stock feature in Machineric allows you to evaluate machines before purchasing them and moving them into active inventory. You can estimate costs, compare valuations, collaborate with your team, and make structured purchase decisions — all within one system.
You will learn:
How to create a pre-stock asset
How to enter valuation costs and estimated sales prices
How to manage evaluation statuses
How to approve and move a machine into active stock
Step-by-step Instructions
Creating a Pre-Stock Asset
Go to Admin.
Click Add Machine.
Configure the machine categories exactly as you would when adding an active stock machine:
Select the Main Category.
Select the Subcategory.
Select the Type.
Click Create Pre-Stock.
Fill in the machine details.
Tip: For detailed guidance on completing machine information, refer to the tutorial on listing a machine.
Understanding Pre-Stock Status Tags
The pre-stock feature introduces dedicated status tags:
To Be Evaluated – indicates the machine requires valuation.
Evaluated – signals that the financial assessment is complete and ready for managerial review.
Rejected - the asset will not be purchased.
Accepted - the valuation is accepted and the machine will be purchased.
Entering Valuation and Financial Details
Open the machine.
Go to the Financials tab.
Locate the Valuations section.
Here you can enter:
Purchase price
Estimated sales costs
Other related expenses
To add costs:
Click Add More.
Fill in the details.
Click the minus (-) sign to mark the amount as a cost.
You can also:
Add the Estimated Sales Price.
Understanding the Calculations
At the bottom of the valuation section, you will see:
Trade-In Price – the recommended purchase price based on your valuation.
Bookkeeping Value – the value of the machine in stock (Estimated Sales Price minus Sales Costs).
These figures help you determine whether the purchase is financially viable.
Downloading Valuations for Internal Review
You can download the valuation file (PDF or CSV) directly from the Financials section.
This allows:
One sales contact to complete their valuation and download it.
The data to be cleared.
Another sales contact to enter their own independent valuation.
This supports internal comparison and structured decision-making.
Updating the Evaluation Status
Once the evaluation is complete:
Return to the machine overview.
Open the Status Dropdown Menu.
Navigate to the Pre-Stock section.
Select Evaluated.
Click Save.
This notifies your manager that the machine is ready for review.
Manager Review & Decision
The manager can:
Review the Financials tab.
Check all relevant documentation.
Accept or reject the asset.
If accepted:
The team can proceed with purchasing the machine.
Moving the Machine to Active Stock
Once the machine is physically received:
Open the machine.
Change the status to an Active status.
Save.
The machine will now appear in your Active Stock List.
From there, you can:
Publish it
Set the final sales price
Begin the sales process
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