How to make an inventory in the company?
Before starting the inventory, check: Settings → General setings → Stocktaking settings whether operation types are filled in. You can create a new operation type via Reference book → Warehouse → Operation types. Warehouse → Inventory create a new record by selecting ““ and fill in the Date, Number, and choose how to sort the goods. Inventory can be performed based on certain criteria, which can be selected by clicking “Criteria”. In the opened card, according to the provided criteria Warehouses, Suppliers, Product attributes, Product groups, Products, Chart of accounts, select the required criteria and transfer the corresponding records. For example, select the criterion “Warehouse” and choose that the inventory will be performed only in the “Main” warehouse, mark it and by clicking “Transfer selected” transfer it. After selecting, click “←Back”. Note. Only one criterion must be selected. After selecting and filling in all data, click “🔁Generate balances”, which according to the selected criteria will automatically generate balances of all products and the inventory process will be carried out. Information is provided in the table “Inventory positions”. With one button click, you can copy and fill actual quantities. When positions are selected, the actual quantity will be filled from the accounting quantity field only for the selected positions. To fill the actual quantity for all positions from the accounting quantity field, click: By clicking the eraser button next to it, all automatically filled actual quantities will be cleared. If records are selected, only the actual quantities of the selected positions will be cleared. Inventory can also be performed manually by entering products. In the “Inventory positions” card, click ““ , in the entered row in the table, in the “Product” field select (filter) and enter the products to be inventoried and fill in other required fields. This way all products are inventoried. After creating the document, you can print the accounting or actual inventory report by selecting the print function. By clicking “Actions” you will be able to create a surplus or write-off act for goods.
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Accounting Software

How to make an inventory in the company?

Before starting the inventory, check:

  1. Settings → General setings → Stocktaking settings whether operation types are filled in.
    2. You can create a new operation type via Reference book → Warehouse → Operation types.
  2. Warehouse → Inventory create a new record by selecting ““ and fill in the Date, Number, and choose how to sort the goods.

    3. Inventory window with options

    Inventory can be performed based on certain criteria, which can be selected by clicking “Criteria”. In the opened card, according to the provided criteria Warehouses, Suppliers, Product attributes, Product groups, Products, Chart of accounts, select the required criteria and transfer the corresponding records. For example, select the criterion “Warehouse” and choose that the inventory will be performed only in the “Main” warehouse, mark it and by clicking “Transfer selected” transfer it. After selecting, click “←Back”.

    Note. Only one criterion must be selected.

    After selecting and filling in all data, click “🔁Generate balances”, which according to the selected criteria will automatically generate balances of all products and the inventory process will be carried out. Information is provided in the table “Inventory positions”.

    With one button click, you can copy and fill actual quantities. When positions are selected, the actual quantity will be filled from the accounting quantity field only for the selected positions. To fill the actual quantity for all positions from the accounting quantity field, click:

    Inventory window with options

    By clicking the eraser button next to it, all automatically filled actual quantities will be cleared. If records are selected, only the actual quantities of the selected positions will be cleared.

    Inventory can also be performed manually by entering products. In the “Inventory positions” card, click ““ , in the entered row in the table, in the “Product” field select (filter) and enter the products to be inventoried and fill in other required fields. This way all products are inventoried.

    Inventory positions table with products
  3. After creating the document, you can print the accounting or actual inventory report by selecting the print function. By clicking “Actions” you will be able to create a surplus or write-off act for goods.

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