Goods

In the Goods panel you define all document types, which change the balance of warehouses and/or affect payables and receivables. Besides purchasing and selling items, you can also create document types for inter-warehouse transfers, services, inventory counts, and price changes.

WARNING The  and  editions allow changing a document type's settings, but new document types cannot be created.

The settings for this kind of document types are accessed from the menu Settings | Program | Document Types. The form opens the register of document types, where we go to the Goods panel.

Here is a description of the form and its individual elements.

WARNING Since these document types change the balance of a warehouse, you have to define the accounts they will affect. In the Inventory Accounts, set accounts for each item type. Make sure to set accounts for all item types, otherwise automatic posting will not be possible and will return an error.

WARNING Use the Copy Accounts function to copy accounts from one document type to another..

WARNING In case we already have documents created on document types for goods and we want to mark such  document as a "Record only" , then we get a message:

The Goods panel is divided into several subsection:

• Receiving - document types for receiving goods to warehouses and recording received invoices
• Transfer - document types for inter-warehouse transfers
• Issue - document types for issuing goods from warehouses
• POS - document types Points-Of-Sale
• Service Order - document types for service orders
• Price Change - document types for price changes
• Inventory Count  - document types for taking inventory
• Recurring Invoicing - document types for recurring invoicing
• SAD – document types for Single Administrative Documents (import, export, simplified procedures)
• Intrastat - document types for Intrastat reports