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