Inventory Stock Control

1

Hi Team,

When you create a Sales Invoice, should the software automatically take out the stock item out of the inventory available? It seems in my case it has not.

Thanks
Cesar :wink:

2

Yes, did you select the inventory item under item and / or did you enter a value under units ?
Perhaps you could post a screenshot of the Sales Invoices > Account lines area in Edit mode.

3

Read the three Guides on inventory managements, beginning with this one: Manager Cloud. They explain what happens with every type of transaction, with a complete, illustrated example.

4

Thanks, guys,

Since I started with the program on the 1st January, I had invoices outstanding from November and December. This was the problem as I dated them in last years Months and the program did not update the inventory.

What I did is predate them to the 1st January and to my surprise it was taken out of my inventory.

Appreciate your support.

5

To adjust the earlier advice, Sales Invoices adjust the inventory automatically “except” when those Sales Invoices are dated prior to the start date, then only the Accounts Receivable part of the Sales Invoices is taken up and inventory is not adjusted.

That Inventory adjustment is reflected in the Inventory Item’s start date figures.
Lets say that on Dec 1 inventory item AA has a balance of 15 units.
On Dec 25 you create a Sales Invoice for 6 units of AA (60.00) so the balance is now 9.

So on starting with Manager you set the Settings > Start date to Jan1
You create the Sales Invoice dated Dec 25 which will create the accounts receivable balance of 60.00.
You create the Inventory Item AA with a starting balance of 9 units.

Hence, pre starting date dated Sales Invoices don’t adjust inventory automatically because the already adjusted inventory item’s balance is taken up.

So if you change those Sales Invoices to Jan 1 just to get an inventory balance movement, then your inventory item’s balance could now be 3 (9-6), whereas at Jan1 it should be 9.