Document types are a powerful helper when working with any document agenda.
Whether you are dealing with invoices, orders, or, for example, cash documents, each of these agendas offers document types and options for configuring them.
You can find a general guide to document types in a separate article. Here, however, we will be more specific and go through the configuration options for inventory document types.
How do I create an inventory document type?
You can find inventory document types using the search in the top bar. Type "inventory document types" and select Inventory Document Types.
By default, you will find three basic inventory document types here: STANDARD, PŘEVODKA (transfer), and VÝROBA (production). As in any other agenda, you create a new record with the New button.
You can easily customize the fields displayed in the edit form using form settings.
Name
The name of the inventory document type.
Abbreviation
A unique identifier of the inventory document type. You will use it, for example, for the import of inventory documents, where the document type needs to be specified.
Series for receipt / Series for issue
The document series that defines the format of the internal number. The document series is usually set on the warehouse, from which it is then carried over to documents.
Primary document type
Marks the default type that is offered when creating a new inventory document.
You will find additional fields under the More options setting on the Accounting, Warehouse, and Print tabs.
Accounting tab
Is accounting document
Specifies whether the document is an accounting document. It is closely related to the inventory accounting method used: Method A, Method B.
Cost center, Activity, Posting rule - receipt [CREDIT], Posting rule - issue [DEBIT]
Accounting information used to post the document once the document type is applied to a specific document.
Warehouse tab
Warehouse
Preset warehouse to which goods will be received or from which goods will be issued.
Movement type
Preset movement type: Receipt or Issue.
Movement type + specification
Additional information about the movement type. It is used mainly for special operations, which we explain below.
Transfer document type
Specifies the inventory document type for the goods receipt note belonging to a transfer. For more information, see the guide to transfers.
Production document type
Specifies the document type for the goods issue note for consumed material. For more information, see the guide to the bill of materials.
Using inventory document types
As mentioned at the beginning of this guide, a document type is used to preset the values of individual documents. In our case, goods receipt notes and goods issue notes.
It therefore serves both as a kind of template for inventory documents and as a way to categorize the agenda by individual operations.
Example of type breakdown
Standard inventory movement (used for standard warehouse operations, goods receipt notes from received invoices, goods issue notes from issued invoices, or for receipt/issue notes with no further links).
Stocktaking difference (used to generate stocktaking differences from stocktakings; it is a good idea to distinguish these movements from standard ones)
Issue for transfer / Receipt to target warehouse (if you transfer goods from one warehouse to another, it is worth preparing document types to make your work easier)
Receipt of finished product / Issue of consumed material (if you are a manufacturing company, it is a good idea to distinguish production warehouse operations from standard ones; for more information, see our guide to production)
In general, the number of inventory document types is not limited in any way. If you need to divide the agenda of goods receipt and issue notes in any way, inventory document types will help you do so.
Inventory document types in invoices, orders, and the cash register
In some fairly common cases, an inventory document may be generated from another document.
These may include the following documents:
Issued invoices and point of sale
Received invoices
Received orders
Issued orders
Cash register
In the document types of the documents mentioned above, you can preset the type of inventory document that should be generated from the respective documents.
As an example, we will use the issued invoice type. On the Warehouse tab, you can specify which type of inventory document should be generated if the invoice generates a goods issue note (the Issue note type field).
FAQ
You can find a general guide to other document types in another guide.
The configuration of inventory document types is also related to the warehouses themselves. See how to set them up.
There are two inventory valuation methods available. If you are interested in what they are, take a look at our guide.
In some cases, a goods receipt note cannot be deleted. Find out why that is.