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 fileInventory 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 number of items into the Inventory moduleWhen getting started in the inventory module, it is possible to copy/paste the opening number of items into the inventory module from an Excel or CSV file. Read about how to import from excel here. When placing inventory items into the inventory module for the first time, ‘Opening’ should be chosen in the ’Item transaction’ column under Inventory/Stock journal and the ‘Journal lines’ button as described below. When ‘Opening’ is selected here, no transactions are posted in the General Ledger, since they have been posted previously and the user is only placing the number of items into inventory here, as described below.
Delete journal transactionsThe ‘Delete journal transactions’ button in the toolbar/ribbon shown above, deletes all transactions in the journal.
Journal linesTo create journal entries, click on the ‘journal lines’ button in the toolbar/ribbon. Click on ‘Add post’ or F2 to create a new journal line as shown in the screenshot below.
(Click on the screenshot to enlarge.)
Item transaction typesThe first column allows the user to select ‘Item transaction’ types. The item transaction type selected here will follow the transaction through the system.
NOTE: Not all item transaction types are posted to the general ledger. However, for those types that are posted in the general ledger, the account entered here in the inventory module will override any standard account settings.
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