Inventory

💡These articles explain Material Movements, transfers and Transfer Orders, Stock Checks, inventory reports and settings, batch tracking and how inventory is tracked and valued.

Articles#

• Batch Tracking Process Guide: Sets out an example of tracking batches and serial numbers from purchase through production to sale.
• Inventory Integration & Valuation Process Guide: Compares perpetual and periodic inventory systems and the weighted average and last price valuation methods.
• Inventory Reports: Lists the buttons, filters and fields in the inventory reports, including price updates and Stock Checks.
• Inventory Settings & Info: Describes the inventory settings, how transactions update inventory and how quantities and values are calculated.
• Inventory Tracking Methods Process Guide: Compares serial number tracking and batch tracking, with their implications and use cases.
• Inventory Tutorial: Shows how to view inventory reports, perform a price update and place orders from the replenishment report.
• Material Movements: Describes the list and edit views for issuing, receiving and returning materials, and batch tracking.
• Material Transfers Tutorial: Shows how to create Transfer Orders and issue and receive inventory moved between locations.
• Materials Movement (Issue) Tutorial: Shows the various ways to issue materials from inventory.
• Materials Movement (Receive) Tutorial: Shows the various ways to receive materials into inventory.
• Materials Movement (Return) Tutorial: Shows the various ways to return materials to inventory.
• Materials Movement List View Tutorial: Shows how to view Material Movement transactions, change their status and print or email them.
• Stock Check: Describes how Stock Checks work and lists the settings, buttons, filters and fields.
• Stock Check Tutorial: Shows how to create Stock Checks, record count quantities and print stock-take reports.
• Transfer Orders: Lists the settings, buttons and fields for Transfer Orders that move inventory between locations.