Initial Inventory Entry
Feature Overview:
The "Initial Inventory Entry" feature enables users to enter the actual quantities of goods currently in stock into the system at the commencement of software usage. This is a critical initialization step in warehouse management, ensuring that inventory data accurately reflects the initial status.
Navigation path to the feature:
WAREHOUSE --> INITIAL INVENTORY ENTRY
Initial Inventory Entry screen.
Business Significance
- This is a special type of document, used only once for each item code in each warehouse during the system initialization process.
- Not generated from purchasing, transfer, or production transactions. Manually entered by the user.
- Does not record supplier liabilities.
Interface details and information fields:
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Data Entry Principles
- Each item code + warehouse code + batch code may only be entered once.
- Goods may be entered in multiple rows if batch codes differ.
- Use the Import from Excel feature (Export and Import) to import inventory into the system via the file import function.
- Opening inventory data entered will be recorded by the system as the basis for subsequent stock in/out/inventory reports.
Operational Notes
- Do not re-enter after the system has been officially put into operation.
- After entering the opening inventory, reconcile the inventory report to ensure data accuracy.
- Do not combine opening inventory operations with supplier receipts or transfers.
Operational Procedure
Access the Warehouse > Opening Inventory Entry menu.
Click the “Download template” button to adjust data and information in the Excel file.
Click the “Import file” button to save the data.
Information such as: Warehouse Code/Warehouse Name/Document Number/Document Type (all will be automatically processed by the system according to its regulations).
Review all information, then click Save to complete.
The data has been entered directly into the warehouse.
Recommendation
Before entry: Prepare an actual inventory Excel file or a stock list from the previous system.
After entry: Run the consolidated inventory report to compare with actual data.
Thus, we have completed the instructions for viewing the detailed warehouse issue report. Thank you for reading our Ordersys Team's instructional article. We look forward to seeing you in future guides.
