There are times when adjustments are needed in regards to inventory that is in the warehouse vs what is in ERPNext. This can be due to:1 – loss of merchandise – annual recount Choose: http://3.17.207.212/desk#List/Stock%20Reconciliation/List Purpose: choose reconciliation Choose your product, warehgouse and quantity press save and submit 2 – incoming orders were changed from […]
Tax and cost adjustments-purchase invocie
It happens that the taxes and the cost of an items varies on the vendor purchase invoice than what is in ERPNext If the cost of an item is higher(lower remains to be tested) on the vendor PI, than you create a MISC items equal to the difference in unit price. This will solve the […]
Sales order cycle
IN order to be able to get paid for an order, and keep the inventory levels at the current levels, all orders must be entered in a certain manner, so the system is up to date. There are three steps in order to make this happen. These are normally done in this order: Enter sales […]
Basic Journal entry
IN order to record a basic jourmal entry, meaning, m,oving money from one place to another, nothing else special: Create journal entry entry date of transaction(posting date and reference date) Choose two accounts being used(to and from) Credit = source of money Debit = recipient of money reference # – entry a small description – […]
Sales order entry
select client – you can use the drop down, or you start typing in the name na d a short list of option swill appear – choose select warehouse – just click once or twice on the empty field, and a little of warehouses will appear. – For now, only one option is there. enter […]