When my husband first started his small business. I found Manager, i had to watch a youtube video on how to start up. I recorded a journal entry for the starting balances he captured all inventory items and quantities. Now I’m stuck with such a huge problem as he never updated any inventory quantities as stock was coming in. Now all the Qty owned and Qty on hand is incorrect. I have read some guides but I’m so confused. As I am no accountant and have no clue I do not understand this system fully. Please can anyone advise on how I can fix this mess. Help with be much appreciated as I am soo stressed out with this issue.
Either do not track quality or
Do a stock take to update your quantities to the actuals
Did he not record the purchases and/or the deliveries?
No one can help without detailed descriptions of specific problems, illustrated by screenshots of relevant forms. And it goes without saying that you need to have up to date software.
By the way, there have never been any videos created or sanctioned by Manager’s developer on how to use the program. Those that float around the internet are dangerous to rely on. They are probably far out of date and were created by amateur bystanders.
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If there is a difference between Qty on hand and Qty owned that means you are using Delivery Notes and Goods Receipts.
And you also mentioned that you don’t understand this system well () then i would suggest Delete all delivery notes and Goods Receipts. And then check Also act as Delivery note / Goods Receipt on all of your Sales and Purchase Invoices. (You can do it for all through Batch Recode).
Make sure you do this on a Backup file and see if those results make any difference.
I suggested this because i assumed you won’t need Delivery Notes and Goods Receipts, and you need just basic features of the program so you dont get confused.
I would advise to contact one of the South African Accountants. Search at for example.
https://www.manager.io/accountants?location=tristone-consulting-pty-ltd-pretoria
No he never did purchase orders or delivery notes, as he had no clue about this system at the time and he did not know the process
I only started using purchase orders, good receipts and purchase invoices for the stock purchased this year. Yes i just need the inventory to be up to date. so when he is creating sales orders and sales invoices it will subtract from stock quantities.
I did advise him on a stock take of all the items he has on hand. How do i go about to update the quantities and where do i update it.
Just make sure you
If you are not using Delivery Notes and Goods Receipts.
Thank you, where do i go to update and capture all the stock i have on hand
Still not clear what tabs are you using and what difference you want to correct. If you want to make Qty on hand and Qty owned equal for that i have already suggested what to do.
If difference between Qty on hand and Qty owned is not the issue, then you can use Journal Entry/Inventory Write-offs for inventory correction.
@shahabb explained clearly what you need to do in
Make sure to first create a backup, before experimenting. Then you need to do the following experiment:
- Click on the
delivery note tabandselect batch delete:
This will show the following:
You need to delete all so select all and click on the red button to delete them. The tab now would have no Delivery notes left.
-
Do the same for
Goods receiptsso that there are non left in the tab. -
Click on the
Purchase invoices taband click onBatch -> Recodeand selectAlso acts as goods receiptand click the red button:
Now all the Invoices also act as goods receipt and will show as Inventory Qty on hand (increases it).
- Do the same for all
Sales invoicesand selectAct as delivery noteit will adjust the Qty on hand accordingly (reduces it)
If there is still a discrepancy between what is on hand and owned then use Journal Entry/Inventory Write-offs as per @shahabb told last post.
That really a problem why not start doing some tutorials it will be very helpful and accelerate the learning curve
Despite what many think, research shows videos are remarkably ineffective for software training. Further, the resource requirements for production of useful multi-media instruction are very high. Multiply those requirements by the number of languages in which Manager is used, and the task would become a terrible drag on development.
This question was given thorough consideration before the decision was made to rely on written Guides. That decision was not made out of laziness.
I am sure that decision was not made out of laziness, I see that the manager team is very active in updating the software, but I speak as an active learner, I learn a lot from tube videos from Microsoft Office to photoshop and more, and l am always looking for more tips it’s fast way to learn some thing now in short time
Please consider even some tips or basic features; I will help the software spread more quickly . You can use the repeated questions in the forum as a starting point for what the user is looking for
Although a bit dated the old Guides at https://www2.manager.io/guides are full of them to get started. The new Guides at https://www.manager.io/guides are more succinct and deal with the latest features.
Except for the Developer all others including me are users like yourself and do not work for the company that develops Manager. As such you can do this yourself and post here. I am a strong believer that while learning you can also give back and train and teach, both re-inforce themselves. No-one stops you from posting training videos on Youtube, clear instructions, summaries, etc. on this forum or elsewhere.
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