1. Document Type

First, choose the type of document you wish to use to create a receiving invoice. In the Goods | Inventory Count menu, choose or click on the desired document. 

You can also choose a document by clicking on a shortcut - the icon can be found in the toolbar.

2. Creating a New Document

In the Command Bar

click on the New Record   button. This will open a new document that will be used to create a receiving invoice.

Because the program always sets itself to the last document created, you must click on the New Record  button after choosing a document type when you wish to create a new document.

The name of the Consignee field can be set in the Document Types register (Settings | Program | Document Types).

3. Entering Information

3.1. Entering Information about the Warehouse

The fields can automatically be filled in with a warehouse, depending on the settings in the Document Types register (Settings | Program | Document Types).

A warehouse is entered in the Consignee field by typing the first letters of the warehouse. The program will automatically generate a list based of warehouses previously entered in the Subjects register.

3.1. Entering Information about Items

Items for which you would like to take an inventory count can be entered manually or by selecting the In Stock option from the Wizards menu - in this case, the program will find all items which have been moved to or from the chosen warehouse and enter the inventory stock.

General Functions:

• Inventory

Related Topics:

• Inventory of Items Tracked by Serial Numbers
• Inventory when Switching to Tracking by Serial Numbers
• Reconciling an Inventory