You can find the item in the "Goods" module on the "Dashboard" below the line.
The "warehouse inventory" feature simplifies the inventory process. It allows you to perform partial and complete inventory counts in multiple waves and then generate inventory documents.
You can also check when an inventory was last performed for a price list item.
Clicking on it will open a list of all completed inventories.
New Record
Clicking the New button opens a form,
where you fill in the following fields:
Inventory Type
The type of inventory.
Start Date
Enter the inventory start date or use the calendar button to select a date using the "Date Selection" form.
The system checks whether the entered inventory start date falls within the current accounting period.
End Date
Enter the inventory end date or use the calendar button to select a date using the "Date Selection" form.
"Details" Tab
On the first tab, you can fill in the following fields:
Warehouse
Select one of the warehouses where the inventory is being performed from the drop-down list.
Inventory Status
Select the current status of the inventory being performed. Possible values: Started, 1st Wave, 2nd Wave, 3rd Wave, 4th Wave, Done, Closed
"Persons" Tab
Here you can fill in fields that serve as informational purposes only and are not printed anywhere: Supervisor; Persons
"Texts" Tab
The "Texts" tab is included in all code lists and all records. It contains two fields where you can enter information according to your own needs. Filling them in is not mandatory.
Description
A more detailed description of the inventory.
Note
An additional note for the inventory.
Inventory Description
Further description of the inventory.
"Inventory Item"
In this tab, use the button to insert "Inventory Items" from the "Stock Card List". In the toolbar of this list, you can filter by warehouse or by stock type. When adding items to the inventory, you will be asked whether the items should be inserted with a zero quantity.
Use the button to add "Inventory Items" by creating a new record, selecting a price list item, and entering its status in the fields on the tabs (1st–4th wave). To finish, confirm using the button, or to confirm and add a new record, use .
Document Generation
Document generation upon detection of an inventory discrepancy is performed using the Generate Documents button:
If no inventory discrepancy was detected, the following prompt will appear:
If an inventory discrepancy is detected, a list of "Warehouse Document Types" will open, where you can use the Select button to choose the type of document you want to create.
After creation, the following information will appear:
Status Update
Use the Update Statuses button to update warehouse statuses based on the latest inventory discrepancies.
Warehouse inventories from version 2021.5.0 onwards take issue requests into account
The System Status in the inventory now reflects the stock card status as of the inventory start date including issue requests generated during the given period. It is therefore no longer strictly necessary to perform an Update of Issue Requests before starting the inventory. An inventory receipt will, if applicable, compensate for requests from the current period (the first available price is used as the purchase price: the average price from the stock card, the last purchase price from the stock card, or the purchase price from the price list).
It remains necessary to address issue requests from all previous periods. It is technically not possible to use an inventory to offset requests accumulated from stock cards of previous periods.