Description

Manage your inventory from here

Tabs

Common Actions

Adjust Stock

Use this form to manually add or remove stock from inventory

  • Date - Date the stock adjustment is made
  • Posting Date - Date the adjustment will be posted to the inventory sub-ledger
  • Quantity - Amount of stock to adjust
  • Price - Per Unit Price Stock was received at. If it is a negative adjustment, this is disabled as the cost basis is used
  • Item - Item adjusted
  • Warehouse - Warehouse Item is added to or removed from
  • Location - Entity adjustment is posted to
  • Adjustment Ledger Account - Ledger Account impacted by adjustment

Adjust Value

Use this to hard set the value of inventory a the specified date

  • Date - Date the value of inventory should be set
  • Posted Date - Date the value adjustment will be posted to the inventory sub-ledger
  • Update Total Value - The Total Value that the on hand Inventory should be set to
  • Item - Item to adjust value for.
  • Warehouse - Warehouse to adjust value for.
  • Location - Entity adjustment is posted to
  • Adjustment Ledger Account - Ledger Account impacted by adjustment

Transfer Stock

Use this to transfer stock from one warehouse to another

  • From Warehouse - warehouse to pick stock from
  • To Warehouse - warehouse to put stock
  • Item - Item to transfer
  • Quantity - Number of items to transfer
  • Date - Date transfer takes effect
  • Location - Location transfer is made

Summary

This tab provides an overview of all your stock on hand at the current date

Columns

  • Item - Click to view item details: Item Detail
  • Warehouse - Click to view warehouse details: Warehouse Detail
  • #In Stock - Quantity of stock on hand for this item at the warehouse
  • Avg. Cost - Average Cost per item
  • Total Value - Total Value of Items on hand

Adjustments

This tab provides a view of all the historical adjustments to stock.

Columns

  • Item - Click to view item details: Item Detail
  • Warehouse - Click to view warehouse details: Warehouse Detail
  • #In Stock - Quantity of stock on hand for this item at the warehouse
  • Avg. Cost - Average Cost per item
  • Total Value - Total Value of Items on hand

Transfers

View a list of stock transfers from this page

Columns

  • Item - Click to view item details: Item Detail
  • From Warehouse - Warehouse transferred from. Click to view warehouse details: Warehouse Detail
  • To Warehouse - To Warehouse transferred from. Click to view warehouse details: Warehouse Detail
  • Location
  • Date - Date of the transfer
  • QTY Transferred - Amount of stock transferred
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