Now Regarding the inventory issue the back order option is also needed as due to this sudden change our inventory is also disturbed due to the transactions made before the delivery notes were fixed to use and we couldn’t make delivery notes for previous transactions as they were too many now quantity on hand is completely not real time as it was before also back order option was also very useful as it effects the total profit calculated but now as back order items can’t identify i assume the summary i get is not accurate
Please advise
Just make one delivery order per customer to capture all historical deliveries. This will fix your figures.
ok you mean 1 delivery note per customer without any items included? right? though its a big job now as i have around 1400 customers
i created a delivery note for an item which was 1pc appearing in quantity to deliver for the customer without adding inventory item but it doesn’t work and the item is still 1 pc to be delivered
@fahadalarab can you post screenshot of delivery note as it was created? I need to see how you filled it out.
Like This i’m having many items appearing in quantity to deliver and to recieve
i’m taking this as a try to check if for 1 customer i make a delivery note without knowing the items, as customer buys multiple inventory items so i cant exactly know and add multiple items in delivery note per cusotmer
Here as i click the item quantity now i know for which client the delivery note has not been made, but assuming the case that i make delivery note without adding items per customer will it work
so i add a delivery note now for this client like this
but the quantity is still appearing as it was (i can understand as item is not included )
now also i’m having this issue of invoice template for each invoice, delivery note, quote etc this is how the template is appearing but when i click switch theme it becomes good but when i reopen the invoice, note, quote it again shows disturbed template while previously if 1 theme is switched for once it become default for all
Why you didn’t select item on delivery note? You can add multiple items on delivery note. If you don’t specify item, then Manager doesn’t know what item quantity to reduce.
As for the address, go to Settings tab, then Business Details and make sure your address is broken down into multiple lines. Not in single line.
there are 1900 + items and many transactions, how would i make delivery notes
also what about average cost and back order tab?
Backorder column is obsolete now. The purpose of backorder column was to make Qty on hand never go negative.
Now Qty on hand is allowed to go negative and if it goes, it means you should probably use delivery notes as you are probably selling items you don’t have in inventory. Delivery notes help track what was sold and not yet delivered. The qty sold and not yet delivered is under Qty to deliver.
Average cost will be shown somewhere, I’m working on this.
As for how to create delivery notes retrospectively for 1900+ items across hundreds of customers… well, you will need to create 1 delivery note per each customer. What I could do is create some report which would show what should be delivered per customer and then be able to generate delivery note out of that report. This would be probably the fastest way to fix your quantity figures. Thoughts?
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@lubos,
Please show how the calculation formula in the system to effect ‘qty to receive’ , ‘qty in hand’ , ‘qty to deliver’. on these below events
1 ) creation of purchase order - no effect in all 3 qty fields
2 ) creation of Purchase Invoice is (qty to receive = qty to recieve PLUS qty to receive by new purchase invoice qty), (no effect on qty in hand), (no effect in qty to deliver)
3 ) creation of Goods Receipt is (qty to recieve = qty to receive MINUS qty received by new GR), (qty in hand = qty in hand PLUS qty received by new GR ) , (no effect on qty to deliver)
4 ) creation of sales order - no effect in all 3 qty fields
5 ) creation of sales invoice is (no effect on qty to receive) , (no effect on qty in hand) ,(qty to deliver = qty to deliver PLUS new sales invoice qty)
6 ) creation of Delivery note is (no effect on qty to receive) , (qty in hand = qty in hand MINUS new deliverynote qty) , (qty to deliver = qty to deliver MINUS new deliverynote qty)
general arithmetic rule of (1) minus into plus is minus , (2) minus into minus is plus is considered.
Please confirm if the understanding is correct.
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@ismail yes, that’s how it works.
Why cant i see the actual quantity in hand???
Check the below snapshot:
My actual quantity inhand is 15 units.
But that is not displayed anywhere.
This causes problem in deciding my stock keeping.
I don’t want to manually subtract the 2 values to get my actual unit in hand.
Kindly Help!
@lubos
As for how to create delivery notes retrospectively for 1900+ items across hundreds of customers… well, you will need to create 1 delivery note per each customer. What I could do is create some report which would show what should be delivered per customer and then be able to generate delivery note out of that report. This would be probably the fastest way to fix your quantity figures. Thoughts?
yes this would be good, can you make it soon?
also the same report for suppliers for which items to be received per supplier
This doesn’t make sense - Why should you probably use Delivery Notes for Inventory you are selling but don’t have - besides, isn’t Delivery notes for actual inventory, not non-existing inventory.
Negative “Qty on hand” indicates you have created Sales Invoices for inventory you don’t have.
Positive “Qty to deliver” figure indicates the created Sales Invoices has transferred “Qty on hand” inventory to “Qty to deliver” and is waiting for delivery - Delivery Note not yet created.
Negative “Qty to Deliver” figure indicates that you have already created the Delivery Note but haven’t yet created the Sales Invoice - Delivery Note already created.
.
Therefore, creating a Delivery Note for inventory you don’t have will only cause the “Qty to deliver” to go negative, it doesn’t have any impact on the “Qty on hand” figure nor does it give the user any efficient way to see back order status unless you review every individual inventory item. Perhaps Manager could display a red “#” next to the Inventory Item when the sum of “Qty to receive” + “Qty on Hand” + “Qty to deliver” = minus Qty.
Why not make it the right hand column on the Inventory Item tab, as that is where it would be of most benefit to users, not locate where you may need to access multi screens in place of the previous single screen. Currently I can’t update Manager as I can’t use Manager without an average cost figure, and to 3 decimal places would even be better.
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Did you mean production order?
But nevertheless I agree with Brucanna that it would be good to leave these 2 columns under Inventory Tab. The average cost enables me quickly to see, what would be the maximum discount to give to a customer when needed.
The inventory price-list report doesn’t have a search function and apart from that shows I believe all the items, even if the stock is 0, so you will see a lot of items created in the past, that aren’t actual anymore.
This makes it more hassle to look-up the cost of the item.
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And what is happening If the delivery note or good Receipt created before sales invoice or purchase invoice respectively?
I agree 100% I need inventory costs back as soon as possible as its creating a major issue for us.
Having the inventory searchable and with costs is a feature we use constantly
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