1. Navigate to the main menu and click on "Inventory".
2. Select Inventory Documents
3. Click on "+ New".
4. Select Physical Inventory from the Document Type
5. Fill in the Required Details:
· Branch: Select the appropriate branch—see how to add branches.
· Warehouse: Select the relevant warehouse—see how to add warehouses.
· Account: Choose the account associated with the inventory movement—see how to add accounts.
· Date: Enter the date of the physical inventory.
· Inventory Movement Number: This will be auto generated by the system (e.g., PIA00001).
6. Fill in Product Details:
· Product: Select the product to be counted—see how to add products.
· Quantity Book: Enter the quantity recorded in the system.
· Quantity Count: Enter the actual quantity physically counted.
· Quantity Difference: This will calculate automatically based on the entered data.
· Unit Cost: Enter the unit cost of the item.
· Total: This will be calculated based on the quantity and unit cost.
7. Save: You can either save the Inventory document as a draft by clicking "Save as Draft" or save it by clicking "Save."