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How does Inventory work?

Inventories provide you with an overview of all your stock cards (inventory). Through the inventory, you have the option to completely update the quantities on the stock cards to match reality.

How to create an inventory?

  1. Go to the Inventory subsection.
  2. Click on the + New Inventory button in the top right corner.
  3. Select the Warehouse for the inventory.
  4. Choose the Date – either today or a past date. Inventories for previous periods can be done up to 45 days back.
  5. If necessary, you can add a Note to the inventory.
  6. Below, you’ll find a list of all categories of your stock cards and individual stock cards.
  7. By clicking on the Show all categories or Hide all categories button, you can choose the access that best suits you for performing the inventory.
  8. In the Quantity column, fill in the actual state of the stock cards. If you leave the quantity blank for some items, they will not be displayed in the inventory details.
  9. Click the Save button.

How to edit an inventory?

To edit a specific inventory, click the pencil icon – inventories can be edited up to 45 days back.

If your inventory was not done correctly, you have 45 days to make backdated adjustments. For inventories done more than 45 days ago, the only option is to create a new inventory.

  1. In the left menu, go to Inventories.
  2. Click on the + New Inventory button in the top right corner.
  3. Select the Warehouse for the inventory.
  4. Click the Print Inventory button in the top right corner.

Note: This option allows employees to easily fill in the stock states on a printed table. You can choose whether the list of stock cards will be displayed in one or two columns.

 

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