Purpose

The procedure to enter a New Inventory is listed below.

 

Restrictions

Inventory Worksheets must be defined before entering a New Inventory. 

 

Figure 4.4 New Inventory Window

 

Figure 4.5 New Inventory Window Fields

Field	Description
Post Date	Required - The date that the Inventory will be Posted. IMPORTANT: Reports assume that Inventory was taken before close on the date given.
Worksheet	Required - The Inventory Worksheet that will be used to enter the Inventory.

 

Figure 4.5.1 New Inventory Window Commands

Command	Description
Create	Creates a New Inventory.
Cancel	Closes the New Inventory Window.

 

 

Procedure to Add a New Inventory

▪ Access the Inventory > Enter Inventory Window.

▪ Select the date of the Inventory to be Posted.

▪ Select the Worksheet to add an Inventory.

▪ Click Create.

 

 

Figure 4.5.2 Inventory Input Window 

 

Figure 4.6 Inventory Input Window Fields

Field	Description
Item	The Inventory Item name.
Oty	The number of Items in stock.
Unit	The Stock Unit of the Inventory Item.

 

Figure 4.6.1 Inventory Input Window Commands

Command	Description
Close	Closes the Inventory Input Window.
Save	Saves the Inventory without Posting.
Post	Posts the Inventory.   The following steps occur during the Post procedure ▪ Counts are updated for Inventory Items that are also sold (i.e. bottled beer). Counts are computed by dividing the quantity entered by the Recipe to Stock Conversion. ▪ The Entered Inventory is accumulated on Inventory Reports. ▪ The inventory is marked as posted and thus no longer able to be modified unless Reopened.
Print	Allows the user to print the Inventory.
Reopen	Reopens an Inventory that has been Posted so corrections can be made. Once the Inventory is Reopened it must be corrected and Posted again before leaving the window. If it is not then the changes are discarded and it will be as if the Inventory was never Reopened.
Adjust Date	The Inventory Post date can be edited if the Inventory has not been Posted or is currently Reopened.

 

▪ Double-click an item to enter Inventory. A scanner may also be used to select the Item. If the item is scanned then the scanned item becomes the current item on the worksheet

▪ Enter the Quantity of each Inventoried Item.

▪ Press the Up or Down arrow keys to move to the next Inventory Item and repeat the process for each Inventoried Item.

▪ Click Save to save the Inventory.

▪ Review the entered Inventory for accuracy.

▪ Click Post to post the Inventory.

 

Related Topics

Job Right ‘Office – Enter Inventory’