If you want to perform a stock inventory, first print the warehouse status as of the relevant date. Then, if you use withdrawal requests (selling into negative stock), create an adjustment issue/receipt document for these requests to bring the warehouse status to the correct value.
Inventory procedure:
In the menu, go to Items - Inventories - click the New button - fill in the Inventory Type and Start Date fields, and on the Details tab select the Warehouse the inventory applies to and set the Inventory Status to Started,
in the lower part of the form, click the Insert Items button - a list of items in the specified warehouse will open,
below the list of items, click the Select button and the items will be loaded into the inventory with their price list identifier, stock card name, and system quantity; you can also use the printed report Inventory List of Goods (showing the current system quantity),
by expanding each item, enter the actual physical quantity into the inventory list; you can also use the printed report Inventory List of Goods (Discrepancies), which contains only items where there is a difference between the system quantity and the actual quantity,
above the list of records, click the Generate Documents button and select the type of warehouse document for receipt/issue,
it is recommended to create a new type of warehouse document, e.g. Inventory, with the appropriate accounting rules configured,
after generating the warehouse inventory documents, use the Update Quantities button to align the actual quantity with the system quantity within the inventory window,
if you still need to add items to an inventory that has already been processed — that is, after the inventory warehouse documents have been generated — you can open the inventory items and enter a new quantity; then generate the documents again and update the quantities.
When starting an inventory, all items in the given warehouse should be loaded into the inventory items list. If needed, items that were not loaded into the inventory list but were found in the warehouse during the count can also be added manually. Entering the actual physical quantity must currently be done manually by opening each item individually.