Inventory
Inventory keeps track of what the company holds, where, in which batch and at what cost: goods coming in, going out, moving between stores, and the month-end that settles their cost.
Tasks
Set up
- How do I set up Inventory for a new company?
- How do I bring in opening stock at go-live?
- How do I hold received goods until quality has passed them?
Every day
- How do I receive goods against a purchase order?
- How do I deliver goods to a customer?
- How do I move stock between warehouses or sites?
- How do I issue items from the store for internal use?
- How do I keep stock for a customer's order?
- How do I send materials to a subcontractor and receive the finished item?
- How do I take back goods from a customer or send them back to a vendor?
Every month
- How do I correct stock after a count?
- How do I add freight, duty or clearing costs to goods already received?
- How do I close the inventory period at month end?
Corrections
- How do I undo a stock document saved by mistake?
- How does a stock document work out cost, batch and date?
What posts
What posts in Inventory - every document of Inventory that reaches the accounts.
Questions people ask
Frequently asked questions - short answers, and every message the Inventory screens refuse with.
The screens
Every screen, field by field: Inventory screens. Every list, report and board: Lists and reports.