Warehouse activation and management

Created: 2014-04-11
Last updated: 2020-01-14

1. Activating the Warehouse feature

InvoiceOcean allows you to manage multiple warehouses and issue warehouse-related documents. 

  1. Activate the warehouse feature (available from the Professional plan and onwards).
  2. To activate; Go to Settings > Account settings and check Warehouse Management. 
  3. Upon activation, the Products menu will have an additional Warehouse documents feature.

2. Entering warehouse inventory balance

The entire process is just two steps.

  1. Go to Warehouse > Warehouse documents > Add new document and select Acceptance of goods (AG).
  2. Then go to Settings > Account Settings > Configuration > Products > Automatic generation of acceptance documents - select: Generate an Acceptance of Goods (AG) on the cost invoice.

3. Stocktaking warehouse products

In order to issue such a stocktaking document, go to:

  1. Warehouse > Warehouse documents > Add new document and select Stocktaking as the document kind.
  2. After generating the document, you will be receiving information regarding products that are currently available in the system.



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ANASTASIOS
Hi my name is anastasios i would like to know if you have solution for service document.

2017-02-07 09:04

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michalb
michalb
Has the answer   Hello,

could you please send me some more details regarding your issue?

Pozdrawiam,
Michał Borkowski

--
Michał Borkowski
e-mail: michal.borkowski@fakturownia.pl
www.fakturownia.pl
 

2017-02-07 11:01

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raj
on the trial version , please advise how to deactivate inter warehouse transfers of negative stocks

2020-01-02 15:09

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michalb
michalb
Has the answer   Hello,
please go to Settings > Account settings > Configuration > Products > mark the checkbox ' Do not allow issuing a warehouse document for products that are not in storage' > Save,
Kind regards,

2020-01-14 17:11

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