Inventory
▶️How To Complete A Miscellaneous Inventory Adjustment
A miscellaneous inventory adjustment is a short cut to a manual inventory revaluation completed from the item list. That said, both methods are recommended to use sparingly as neither method is assoc…
▶️How To Create Invoices From Pick Tickets
As your warehouse team processes pick tickets to fill orders, they can also provide those printed tickets to your accounting team to invoice customers. 1. Print Pick Ticket. Print pick tickets to fil…
▶️How To Manually Adjust Inventory
1. Click on Items List. In the main navigation menu, select the "Inventory" module and click on "Items List". 2. Select the Item. Search for the item in the items list and click on the "Update" icon.…
▶️How To Use Pick Tickets with Pick/Pack
Instantly know as soon as orders are placed whether the inventory to fulfill those orders exists in your inventory and start printing packing slips. Note: If the Pick Ticket doesn't appear to print,…
▶️How To Create A Reference Item
1. Navigate to Inventory > Item List > Add new > Reference Item. 2. Enter the information. Only the fields marked with a red asterisk (*) are required 3. You can add your own variants by…
▶️How To Set Up & Process Royalties
1. Click on Items List. In the inventory module, select "Items List" 2. Click on Pricing & Other Info. Select the item and click on the "Pricing & Other Info" tab 3. Enter Royalty Info. Select "Other…
▶️How To Process A Return To Inventory
Processing a return to inventory is simple. Just check the "inventory affected" box on the credit memo and the inventory re-populates. That said, it is important the the preceding steps are done corr…
▶️How To Process Inventory Receipts & Post To The Receiving Journal
When stock is received from an OSTK (Order for Stock) order, you need to count in and receive in the items. Then, you need to close the receiving journal to impact the inventory account. 1. Click on…
