Begin adjusting the inventory settings as required in the following manner:
Allow Negative Inventory: This allows for invoicing and withdrawing from the inventory balance even after the quantity in the warehouses runs out, turning the inventory balance negative.
Advanced Pricing Options: Click the checkbox to activate advanced pricing options when adding a product or service.
Enable Requisitions For Sales & Purchase Invoices: The software creates a warehouse permit for issuing or adding with every sales or purchase invoice on account.
Track Products Using Serial, Lot or Expiry Date: This setting allows linking products with a serial number or lot number or expiration date. For more details, see the “Product Tracking” guide.
Allow Negative Tracking Items: This setting allows you to issue tracked products even after the quantity runs out from the inventory balance.
Note: When this option is activated, you can change the tracking type of products from one type to another, e.g., changing the tracking type of a product from “Serial Number” to “Lot Number”, while being careful to modify previous product transactions to adjust their specific tracking type.
Enable Multi Units System: Allows defining a measurement unit template on account and linking it to products. The unit system provides three options:
Default: Product quantities appear on invoices and reports according to the base unit in the unit template.
Sale: Product quantities appear on invoices and reports according to the chosen unit next to the product’s sale price.
Purchase: Product quantities appear on invoices and reports according to the chosen unit next to the product’s purchase price.
For more details on how the product measurement units operate in the software, see the “Unit Templates“ guide.
Allow Negative Bundle Component Products: This option allows you to make negative withdrawals from the inventory balance for the products that make up the composite products.
Note: To activate/deactivate this setting, make sure to use the “pack” bundle type.
Calculate the Stocktaking System count based on the Stocktaking Date: Click the checkbox to calculate the stocktaking quantity based on the stocktaking process date.
Enable Bundles And Composite Items System: The software allows adding a “Composite Product” made up of several different products, offering two methods of operation:
Pack: The composite product is set up and the raw materials for it are deducted with manual inventory addition operations. The quantity of the composite product is stored in the warehouse until it’s deducted through sales invoices.
Note: When adding a quantity of the composite product to inventory, this quantity is deducted from the raw materials making up the product at the specified ratios for each raw material within the composite product’s makeup. However, when choosing the composite product in an invoice to sell it, the raw materials won’t be deducted, assuming that the manufacturing process and raw materials consumption happened when the composite product was added to the inventory, not during the sale.
It suits various business fields, such as furniture manufacturing and sales workshops, for example.
Compound: The software sets up the composite product and deducts its raw materials with sales invoices, and the quantity of raw materials is not affected when a new composite product is added to the inventory.
Note: When adding a quantity of the composite product to the inventory, and also when choosing the composite product in an invoice to sell it, the raw materials making it up are not deducted.
This suits various business fields, such as restaurants, for example.
For more details on how to set up composite products in the software, refer to the guide “Composite Products“.
Journal Account: Choose from the dropdown menu the subaccount to which these settings apply.
Default Warehouse: You can select a default warehouse for an entire branch and all the employees assigned to it.
Note: in case of enabling this option and assigning a default warehouse for a specific employee, then the default employee warehouse will be treated as their main warehouse.
