In the latest version, when you are buying or selling inventory items, you don’t have to select an account
Inventory on hand or
Inventory - sales anymore.
All inventory items are now available under
When inventory item is selected, account name will be filled-in automatically based on the context.
- If you are selling inventory item, the account name will say
Inventory - sales.
- If you are purchasing inventory item, the account name will say
Inventory on hand.
How does this affect invoice items?
Sales invoice items &
Purchase invoice items have been merged and renamed to
Non-inventory items as items are now used across the whole program and no longer limited to only invoices. So the previous terminology was no longer applicable.
Also, to keep behavior under
Items column consistent. If you select an item (inventory item or non-inventory item), you won’t be able to select an account. The item itself will determine into which account the transaction should be posted to.
For example, if you setup non-inventory item called
Delivery fees, do not leave
Account field empty.
If you do, on your invoice or receipt to customer where you charge them delivery fees, the amount will be posted to
The quick solution is to simply set the account on your non-inventory item. This will automatically update all transactions where item was used in so the transaction won’t longer be posted to
How does this affect delivery notes?
Delivery notes never had
Account column so it wasn’t possible to select inventory item. This usually wasn’t a problem as delivery notes have been usually created out of quotes or invoices. However if you tried to create delivery notes from scratch, it wasn’t that easy. By making it possible to select inventory item from
Items column, you can now create delivery notes from scratch quite easily.
How does this affect quotes & orders?
Quotes & orders don’t have any impact on general ledger. However in order to allow selecting inventory items on these documents, account column was present in previous versions.
Since inventory items are now available under
Items column, there is no need to have
Account column on non-accounting documents such as quotes & orders. So this column has been removed on quotes & orders. This should make data-entry more straightforward and less confusing.