‘On-hand’ displays a list of inventory items that are on-hand. Use the navigation panel to go to Inventory/Reports/On-hand. If items are missing from the list, they can be added by clicking on the ‘Add’ button in the toolbar/ribbon or using the F2 button.   (Click on the screenshot to enlarge.)

Use the navigation panel to go to Inventory/Reports/Item stock status.  Select a date and click the ‘Search’ button in the toolbar/ribbon.  

Account statements can be created in the Inventory module to show the status and movement on each inventory item. Go to the navigation panel and select Inventory/Reports/Statement. Select a ‘From date’ and ‘To date’ . It is also possible (but not required) to select a range of items ‘From item number’ and ‘To item number’ […]

Use the navigation panel to go to Inventory/Stock Journal. Select the inventory journal to be posted to.   (Click on the screenshot to enlarge.) Import from file Inventory journal lines, created in excel for example, can be imported using the ‘Import from file’ button in the toolbar/ribbon shown in the screenshot above.   Placing opening […]

Use the navigation panel to go to Inventory/Stock Journal. The inventory journal is used to manage inventory levels (including creating opening inventory balances), record gains and losses, record inter-warehouse movements and the completion of bills of materials (henceforth BOMs). Note: Movements in the stock journal will only be posted to the general ledger if an […]

  The following examples show how to deal with fees in Uniconta.   Example 1: This example shows how to invoice a Bill of Material (BOM) that includes a fee, such as a packaging fee, where the fee needs to be shown alongside the item on the invoice. Here, the inventory item ’Machine Jar’ is […]

  The Inventory Items card The inventory module is used for general inventory management and can be used as the central module for sales and purchase invoicing. Inventory movements are determined according to the posting rules selected in the purchase and sales order modules. Inventory levels can, however, also be edited manually in the Inventory […]

Re-order list Each inventory item card under Inventory/Items, gives the user the option of setting up maximum and minimum inventory levels for each item.  The purchase quantity can also be set to round up to the nearest purchasable quantity here.     The re-order list is then a list created automatically to suggest the current […]

Use the navigation panel to go to Inventory/Reports/Transactions. This report shows all inventory transactions.   (Click on the screenshot to enlarge).   Variants can be edited here using the ‘Edit variant’ button in the toolbar/ribbon, as shown below.   (Click on the screenshot to enlarge).   Variants are set up under Inventory/Maintenance/Variants/Default Variants. Read more here. It is […]

Use the navigation panel to go to Inventory/Maintenance/Variants/Default variants.      Read more about variants here. English translation coming soon.  

  To join two inventory items, use the navigation panel to go to Inventory/Maintenance/Join two items.  When joining two items, the “From item number” will be deleted and all transactions will be moved over to the “To item number”.   (Click on screenshot to enlarge).