Introduction

This inventory feature is available as soon as you enable the Stock Module.

You are able to

• Initiate a new Inventory
• Make the inventory
• Validate it to record all stock corrections

Usage

Here’s a detailed guide on how to find and use the inventory management feature in SolutionsInc:

Accessing the Inventory Module

Navigate to Products | Services:

• Click on the “Products | Services” option in the top menu.

Open Inventories List:

• Click on “Inventories” in the left-hand menu to access the list of inventories.

Initializing a New Inventory

Create a New Inventory:

• In the Products | Services tab, find and click on the plus sign (+) located at the top right corner of the screen to initialize a new inventory.

Requirements for Creating an Inventory:

• The only required field is a reference. All other fields are optional.
• You can choose to create an inventory for a specific warehouse, a specific product, or a complete inventory.

Finalizing Initialization:

• After filling in the required details, click on the “Create” button to initialize your inventory.

Making the Inventory

Starting the Inventory:

• Click on the “Validate (start)” button to begin the inventory process.

Switch to Inventory Tab:

• Navigate to the “Inventory” tab located at the top, next to the “Card” tab.
• The inventory will be initialized with all relevant products, warehouses, and their respective quantities.

Entering Real Quantities:

• You can now enter the actual quantities in the “Real Qty” column for each product.
• There are multiple ways to enter these quantities:
  • Barcode Scanning: Scan items with a barcode scanner.
  • Expected Quantities: Fill in quantities based on expected counts.
  • Manual Entry: If you discover a new product not included in the inventory initialization, you can manually add a new line.

Saving Changes:

• Don’t forget to click the “Save” button at the bottom of the page to ensure all your entered data is stored.

Finishing the Inventory

Record Stock Movements:

• To finalize the inventory and record any stock movements based on the quantities you entered, click the “Generate movements and close” button.

Closing the Inventory:

• After clicking this button, your inventory will be finalized, and all stock modifications will be applied based on the quantities you recorded.

By following these steps, you can efficiently manage your inventory in SolutionsInc, ensuring accurate stock levels and streamlined operations.