- Click on “Inventory” from the main menu.
- Click on “Products & Services”.
- Browse the desired product file.
- Click on the button “Add Transaction”.
- Enter the operation details as follows:
- Requisition Data:
- Date: Set the date and time to save the transaction to the account.
- Warehouse Data:
- Warehouse: Select the warehouse affected by the product movement from the dropdown menu.
- Note: To view the warehouse selection option, there must be more than one warehouse in the account. For more details, refer to the guide “Add Warehouse”.
- Other Information:
- Journal Account: Select the account affected by the transaction against the inventory value.
- Notes:
- The default account in the system is “Other Receivables” when issuing.
- For the sub-account menu to appear, you must activate “Chart of Accounts & Journal Accounting” on the account. For more details, refer to the guide Activate the General Accounts Application“.
- Notes: Add any required notes in the dialog box.
- Items:
- Unit Price: Determine the cost price of the product, specifying the currency.
- Quantity: Determine the added/deducted quantity of the product.
- Stock Before: The system will show you the product quantity in the warehouse before the transaction.
- Stock After: The system will show you the product quantity in the warehouse after the transaction.
- Total: The system will display the total price based on the product quantity.
- Click on the “Confirm” button.