In the latest version (24.6.22.1673), you can quickly clear Qty to deliver for all inventory items and customers at once.
See: https://www.manager.io/guides?customers-qty-to-deliver
This is useful when you simply want to make “Qty to deliver” zero. The screen will assist with creating missing delivery notes with just a few clicks.
@lubos can you also extend this to create DN/GRN for invoices without location? So a DN/GR could be created for each invoice not just with locations? So we wont have to create adjustment DN/GRs to correct our inventory figures.
@lubos please add the guide line regarding Credit Note.
Good day every one,
Hope that @Lubos has been working hard for bringing newer features - like advanced queries etc. and we have a deep respect for him for such constant system developments that why we love Manager.io more than any other program.
However, the latest inventory implementation seemed to me somewhat awkward and unexpected and in a nutshell, here are the difficulties that make this new implementation not practically workable particularly for existing companies with multiple Inventory locations:
My Recommendations:
As a user/buzz advisor, I believe that the optimal solution for the current situation is to make a Reversal of the current Inventory implementation – am not against the nature of this implementation which might be good for a new buzz started after this updates – i.e. on June 17-2024 and later, but not for a 5- year business with thousands of customers/suppliers with thousands of items and thousands of transactions, with multiple locations and with a paper-less workflow. This is not really a feasible option.
Best Regards
I think not as many were complaining about the existing Qty columns as they are now after the implementation of new Qty columns. So Iike I suggested before in post#35, new updates to the program should be made in such a way that it works for the betterment of newly created business but without affecting the general workflow of old business, i.e without forcing the business to change the way they have been satisfactorily using the program for years.
@lubos whats wrong with the suggestion I made in post# 35 of this thread?
We are also experiencing issues like the one described by @GrahamvdR in post # 76.
Good day. Noted. Divisional Balance Sheet report is not showing inventory balance per division but is showing a consolidated stock value. Before the upgrade this was possible. Kindly look into the issue and advise.
Are you talking about current implementation? If you create sales invoice and delivery note at the same time, then it’s a matter of selecting inventory location on delivery note instead of on sales invoice.
You are quite right when you see that every customer / inventory item pair, every supplier / inventory item pair and every inventory location / inventory item pair gets their own mini-ledger.
You are wondering how can anyone keep track of tens of thousands of these mini-ledgers. I look at it as “divide and conquer” type of solution. When your figures do not add up for whatever reason, instead of facing some singular ledger mixing up all the transactions together, you can drill-down to specific mini-ledger and troubleshoot much faster.
The balance of perhaps 99% of these mini-ledgers will be typically zero.
However if you are tracking physical inventory, these mini-ledgers exist regardless whether accounting software exposes them or not.
Yeah, this is technical limitation. I don’t know whether creating goods receipt with 1,000 lines is practical. Just keep it light and perhaps have up to 100 lines per goods receipt.
Hello Sir,
Before, when I was processing sales in the invoice section, we had the option to select the inventory location. However, with the new update, this feature is no longer available. I have two warehouses, and I sometimes sell items from one warehouse and then the other. With this new update, I’m unable to track the stock levels in my second warehouse. I’m concerned that without the ability to differentiate between the inventory in my two locations, I won’t be able to effectively manage my business and fulfill customer orders in a timely manner.
I would be grateful if you help me with this issue.
Dear @hmalikzada
Note that for every sales invoice you create, there must be a corresponding delivery note to it and that is where you will select the inventory location. inventory location is no longer available in sales/purchase invoice again. Thanks
Dear @lubos
Please take a look into “unspecified location”
I have thousands of records mapped to this location and there is no way I could bring these records into delivery note.
Please help
Thank you @nickyrub it really helped but does it means that we have to create a sales invoice and then we have to create another one for delivery note. it just double our work now, before we had to select it from sales invoice now we have to go to another tab to create a delivery note.
@hmalikzada not exactly double work. When viewing sales invoice, click Copy to... button then click New Delivery Note. This will copy contents of the invoice into new delivery note.
@lubos I found a way around the unspecified location, though time consuming, it’s worth it since its one-off.
I created a new inventory location, it’s not left to move all records attached to the “unspecified location” to the new location I created (I have thousands of records on sales invoice, credit note, purchase invoice and even debit note).
The first thing is that I got the unique code of the new inventory location I created from batch update operation on inventory location and I copied it.
Next, I did a batch update operation on sales invoice/credit note, copied to clipboard and paste to excelsheet.
I did a batch create operation on delivery note and copied to excel. Note that I only needed the column heading on the delivery note to populate the contents under sales invoice/credit note column headings. I also polulated the inventory location column with the unique code I once copied.
Next, I copied my data and batch created it on delivery note… Then I got all my data in one piece on the new inventory location I created…
Note that If you have thousands of records, you can use the advance queries option to filter your records bit by bit before batch create/update.
The same thing applies to purchase invoice/debit note on goods receipt.
Thanks
@nickyrub in the latest version, I made it so all invoices, credit notes and debit notes can be copied to delivery notes / goods receipts even if inventory location was not selected previously.
Well, I don’t think I noticed the effect and am using the cloud version
Why is it so (24.6.23.1674)
Hi @Lubos, seems that your most recent updates( (24.6.23.1674) you got worse - because we currently do not have the option of the yellow notification - Delivery/ Goods Received batch updates. This helped us batch update both of these DN & QR of most prior periods with the system proposed the Inventory Locations. This was mostly ok with your major updates.
Now, things change - from yesterday onwards:
now, we are required to choose the Inventory location of DN of 2018 - impossible !
in Summary:
Now , credit note and good receive not also have problems. pls advise @lubos
in column Qty to Deliver was showing in -ve the impact was die to Credit Note
i just click on it and make the delivery note with Minus sign with all quantities.
i got my result. pending deliveries got NIL and In Hand stock Increases as per required results.
just sharing my practice to forum. may be it helps you out.
Regards
YES Doing manually now but it seems many goods receipt have duplicate entry automatically. deleting one by one…
The best way would be if ability is added to select both Suppliers and Customers on both DNs and GNs. and list DN and GN tabs after Inventory tab.
