Stand-alone Inventory Adjustment

To create new stand-alone Customer Payment:

  1. Go to INVENTORY (Menu) > Inventory Adjustment (Side Menu) > Trade (Sub-menu)

    Customer search

  2. Click on the magnifying glass next to GL Account input field and provide a description or leave blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

    Search result
    Search result

  3. After clicking the search button, all results are displayed below. User must select from the search results.

    Imported customer

  4. The GL Account search page will be automatically closed, and the selected credit account is loaded in the Customer Deposit Payment page.

    Sales invoice search

  5. Scroll down on grid table to add a Product. Click on the magnifying glass next to Product input field and provide a Product Description value. You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.

    Search result
    Search result

  6. After clicking the search button, all results are displayed below. User must select from the search results.

    SI imported

  7. The Product search page will be automatically closed, and the selected Product is loaded in the Inventory Adjustment page.

    Amount paid field

  8. Provide Total Quantity value.

  9. Click on the Bin/Warehouse icon on the left side of the grid table.

    Payment mode popup search

  10. Scroll down to populate the stock location details for the particular product that you selected. Enter a Batch/Serial Number value.

  11. Search for the warehouse by clicking on the magnifying glass next to Warehouse input field and select a record.

    Payment mode imported
    Payment mode imported

  12. Once the record is selected the Warehouse search page will be automatically closed and the Warehouse value is populated in the table.

    GL Account popup search

  13. Search for the bin location by clicking on the magnifying glass next to Bin Location input field and select a record.

    Search result
    Search result

  14. Once the record is selected the Bin Location search page will be automatically closed and the Bin Location value is populated in the table.

    Imported GL Account

  15. Provide Quantity value.

    Total Payment Amount field

  16. User may provide other optional field values and then save the record. New Inventory Adjustment in draft status should be created

    Draft status