Some of us urgently need to know if you will reverse the recent update that is causing our inventory quantities by locations to not balance under REPORTS. We manage nine different businesses on your platform, each with multiple branches and over 100 customers each. Following your current directives is not feasible for us.
Additionally, the inventory location in the sales invoice column is no longer showing, which is severely disrupting our operations. Our businesses rely heavily on MANAGER for accurate balances, and these issues are causing significant problems.
An update should not affect previously entered transactions, and it seems wrong to alter data that we have been entering for the past three years. Please act quickly to resolve this issue.
@RAPHAEL_KENYA_SWANZY, there’s been no change in inventory, it’s only a change in the display of calculated columns.
See this topic:
Rest assured that no update so far – and most certainly not in the future – would ever change user inputs, so there will not be any loss in data. In case the processing of these user inputs is somehow seen unfavorable by the end user, all changes can be undone either by the user or by another update. This have been a foundation of Manager that’s never been broken.
Yes i know this directive, this is not as simple as you see it. so we should do this each for over 100 customers each on all our nine business platform for different branches for over 3 years transactions . Please its not that easy like u mean. What of the other part of the INVENTORY LOCATION option at sales column. Now we dont even know what branch sold this and that. Honestly am already thinking of Looking for a new software that will not mess data that we have trusted for a very long time. Its so unprofessional from your end.
Also some of the customers pick in between locations so this your idea cannot work because how do i know that this item was picked up from this branch or that branch under this customer.
thanks
I’m sorry to hear that. However, imo, I don’t think that now would be the right time to switch software, especially after a major improvement.
I understand that there’s a part to be done by the user that would have been ideal if it was handled behind the scenes without the user ever noticing.
But I cannot follow you with regards to the effects on inventory locations, or the need to redo 3 year of work especially since the Qty on hand didn’t get affected.
Could you please elaborate more on these following points so we can understand the problem:
What was the effect on your Inventory Locations?
As far as this:
Wouldn’t a single Journal Entry be sufficient to correct any misallocation of Inventory Locations?
What else can be done to restore the previous state without need to redo 3 years of work? I’m asking this, because a better understanding of your situation could possibly result in an automated solution possibly in an update.
For example, going back to this:
This exact piece information should be captured in the Delivery Notes issued to the customers, so I guess it should be possible for the developer to automate splitting up Delivery Notes that held up multiple locations at once. @lubos, would that be possible?
Why would that be necessary or even logical? Each delivery location is unique so if a customer has 3 locations you need 3 separate delivery notes that can be assigned to a single invoice.
I don’t recall ever issuing a Delivery Note from multiple locations myself and I currently have the latest Version of Desktop Manager installed, so I cannot test whether this used to be possible but I can only assume that that’s the case according to @RAPHAEL_KENYA_SWANZY and that it’s now causing him problems.
I think @lubos will be able to know for a fact whether there’s an issue here and in case that’s true, then maybe an auto update script would help here.
So what if you started the business from an unspecified location and Later created other locations where some of your entries were under unspecified Locations. How do you automate the delivery note and goods receipt when some of the transactions didn’t have locations inserted during their creation? thanks.
the simple issue is i have 5 warehouses. When I make a sale I used to just select which warehouse the sale was made-the option is in the bottom of the invoice. Now there is no more option where you can indicate which inventory location is the sale taking place. When I save the sales invoice, from which inventory location is the sold items deducted from? Which of the 5 warehouses?
This is not a better development but a regression of a good feature. Please answer me ASAP as the inventory tracking is already a mess. I am paying a cloud account.
If you are using Inventory Locations, then you will be using Qty on hand column. But sales invoices, purchase invoices, credit notes and debit notes do not have an effect on Qty on hand.
You can copy all your sales invoices and credit notes to equivalent delivery notes. And all your purchase invoices and debit notes to equivalent goods receipts.
To convert sales invoices to delivery notes, go to Sales Invoices tab, then click on Copy to - Delivery Notes button in bottom-right corner.
The screen will show all sales invoices which can be copied to equivalent delivery notes. You can select them all, then click Copy to - Delivery Notes button.
Do the same under Credit Notes, Purchase Invoices and Debit Notes tabs if required.
Creating Delivery Notes from “Qty to Deliver” figure
If you have a balance to clear in Qty to deliver or Qty to receive column, you can create delivery note or goods receipt to clear the balance.
To automate this process, go to Customers tab and enable Qty to deliver column. This will show you Qty to deliver figure for each customer.
Click on the figure under Qty to deliver column, select all inventory items that have been already delivered and click New Delivery Note button.
This will copy inventory items from Qty to deliver to new delivery note. Delivery note will decrease your Qty to deliver and decrease your Qty on hand.
Do the same under Suppliers tab if applicable except the column is named Qty to receive and you would be creating New Goods Receipt. Goods receipts will decrease your Qty to receive and increase your Qty on hand.
This is essentially how you fix your Qty to receive, Qty to deliver and Qty on hand balances. This will have no effect on your Qty owned or figures on your financial statements.
