Inventory

💡These articles explain stock checks, batch tracking, serial numbers, inventory prices, MRP, inventory reports and setup, the month-end inventory journal and landing costs.

Articles#

• Allocating Landing Costs Process Guide: Shows how to set up, capture, allocate and clear landing costs, allocate expenses to production and view them on a Cost of Sales report.
• Batch Tracking Tutorial: Shows how to set up and use staged batch tracking, receive and issue batch-tracked Items and view batch information on reports and the Item Summary.
• Inventory Integrations & Valuations Process Guide: Compares integrated (perpetual) and periodic inventory integration and the weighted average and last price valuation methods to help you choose.
• Inventory Prices Tutorial: Shows how to view and batch update Inventory Prices and set them to the last purchase, supplier, cost or weighted average price.
• Inventory Reports: Lists the inventory report views, from the Default View, Transactions and Accounting to Ageing, Replenishment and Serial Numbers, and the settings they share.
• Inventory Reports Tutorial: Shows how to view each inventory report, from stock summaries and batch items to replenishment and ageing, then create orders or set reorder quantities from them.
• Inventory Setup Tutorials: Sets out the settings, Inventory Locations and inventory Items you need and how transactions update stock quantities and values.
• Materials Requirement Planning (MRP): Describes the MRP module, its user and Transaction settings and the view used to check stock availability and adjust quantities for Sales and Work Orders.
• Month End Inventory Journal Tutorial: Shows how to clear the accrual accounts each month by comparing the inventory report with the ledger and posting an inventory movement journal.
• Serial Numbers: Describes the Transaction settings for serial number tracking and how serial numbers are recorded on Goods Received, Goods Issued and Goods Returned transactions.
• Stock Check: Describes the Stock Check settings and the list and edit views you use to record stock counts as at a specific date.
• Stock Check Tutorial: Shows how to set up Items for stock checks, create and print stock counts, update, zero or delete them and export them to .xlsx.
• Stock Quantities Process Guide: Explains which transactions move stock and how In Stock, Reserved, On Order and Available are calculated, with stock checks, units and locations.