i have two inventory locations main and branch, by default the location is unspecified how would i change unspecified to main so that i would be able to transfer from main to branch because all my stock first arrived at the main stock
You canât rename the unspecified location to main. To shift the inventory from the unspecified location to the main would involve doing Inventory transfers for all your inventory items which would be a real pain. So I suggest that you consider using the âunspecified locationâ as your main location.
This exact workflow situation is being discussed here: [17.6.10] More clarity under Inventory Items tab
@lubos : so nothing should ever be in Unspecified location from now on.
I donât think that is quite correct. If a business has been using Manager under one location and then opens a second location they need to go to Settings - Inventory Locations and create two locations, while all existing inventory ends up under âUnspecified Locationâ.
I think to resolve this:
- change the terminology âUnspecified Locationâ to âOriginal/First/Initial Locationâ, and
- by default have the âOriginal/First Locationâ auto listed under Setting - Inventory Locations.
This means for the user:
a) that they can edit the name of the original/first/initial location, and
b) when creating a second location, they only need to add one location to give them two locations.
This would mean that as soon as the Inventory Items tab is activated, Setting - Inventory Locations would have one location (original/first/initial) automatically listed, which would match the businessâs existing single location.
Thanks very much for your reply. but i am still not able to achieve what i really want. if i move or transfer stock to the other location say Branch office , i want the unspecified or where ever my stock is being located to deduct or subtract whatever is being transferred from the original stock. so that i would be able to monitor the stock at the two locations. thank you once again for your time
The way I will solve this is to simply give ability to move transactions from unspecified location in batch operation. I want to keep unspecified location instead of having default location. Unspecified location will therefore have the same meaning as Suspense account. Something that requires attention.
Yes that will happen, take the below situation - Inventory A has qty 10 at unspecified.
Then you do an Inventory Transfer of qty 4 to the Branch Office
Now Inventory A qty displays like this
Stock is being monitored in both locations, plus you can also create the inventory location report.
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Why ? Stock on hand physical exists âsomewhereâ - its not unspecified as in I donât know where it is.
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Yes, if an Inventory Location entry field is not completed, then âinventory suspenseâ comes into its own, just like an Accounts field not being completed becomes âsuspenseâ
But putting an entire stock holding into âinventory suspenseâ can be averted by having a default location and then you only need to use âinventory suspenseâ for unallocated location transactions.
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Are you referring to situation where someone is using Manager for some period of time and then decide they want to use multi-location inventory?
In this case, there will be a tool to âbatch allocateâ all transactions from unspecified location to specific inventory location so it will be easy to clear retroactively.
But Iâm not going to make that decision for users. Some users might actually go back and retroactively allocate different transactions to different locations one by one and re-build their multi-location history as if they always had this feature. Others might just do âbatch allocateâ.
Yes
Must admit that one hadnât considered the possibility where a user could be operating multiple physical locations but only a single accounting location, however, what difference does it make if the user retroactively allocates from a default or unspecified location - it has to be retroactively allocated from a location.
Having a default location eliminates the need to âbatch allocateâ inventory already existing in that location, but would assist with inventory being transferred to any new accounting locations.
@ Brucanna once again i have to thank you for your time and pain taken to solve my problem i really appreciate it. however the problem is still there let me know how you get the images above done so that i can show you what my system is showing me. it was not like the one you showed above.
@ lubos i donât really understand what you mean but i think you are somehow addressing what i think is my problem. pls. kindly give viivid explanation in a lay man way. thanks
There are many websites that explain how to take and save a screenshot. For example: http://howtotakescreenshot.net/
Then you can drag the file of the screenshot into the âReplyâ window or use the upload button:
let me show you what i have on my screen
when i open inventory item i have the below
when i click on the quantity to see the detail of the stock balance on first item (Agemawo) i have the below
and the concluding part âŚ
when i click on the quantity of the unspecified location i have this
when i click on inventory location from settings i have this
the main store and shop being created by me
i donât know if this information is sufficient for you to assist me
what i want now is that all my stock (i.e with the suppliers) should be at the main store and whenever i transfer to shop it should show me the quantity i have in the shop and the one left in the main store
i donât know also why the starting balance of â3â was assigned to unspecified location and why main store and shop were not displayed when i click on the qty (87) and only show unspecified location
thank you very much i was able to do the screenshot after reading your reply it was very helpful
When you first start using Manager all inventory movements (opening balances/purchases/sales) arenât assigned to any location as âno locationâ has been setup. When you setup an inventory location then all existing inventory in the âno locationâ becomes âunspecified locationâ as they havenât been allocated a location. Therefore currently, when you create an inventory location from having âno locationâ you need to do an Inventory Transfer from the âno locationâ to the newly created locations.
Currently this transfer can only be done one inventory item at a time but a âbatch allocateâ has been discussed where all affected inventory items could be transferred in baulk.
Hence my earlier suggestion, that instead of having âMain Storeâ use the âunspecified locationâ as the Main Store, then you wont have to transfer any inventory, well not until âbatch allocateâ or âdefault locationâ becomes available. Therefore under Settings - Inventory Locations just have âShopâ
Also I note, that you have âGoods Receiptâ and âDelivery Notesâ tabs activated but not used.
If you arenât going to be using these tabs, then deactivate them as this will assist in cleaning up your Inventory Item data.
At last! I have gotten exactly what I want and that was possible because of you .I say a very BIG thanks to you and others
i also observed that after the transfer from unspecified location to shop, say i transfer 4 quantities of an item A and two of those item were sold the quantity sold would not reflect in the stock i transfer to the shop. what do i need to do so that as i sell the items transferred to another location would be deducted and have its own balances. thanks
You need to either:
a) Use a Delivery Note with the Shop as the Inventory location, or
b) deactivate the Delivery Note tab and then the Inventory Location can be selected within the Sales Invoice.
i dont have location option in the sales invoice but i have it in the receive money is it the same