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Delete or Void an Inventory Adjustment

If you don't need an adjustment any longer then you can delete it. You can only delete the adjustments that are under the Draft tab. You can void the adjustments that are under the Posted tab.   Delete an Adjustment  In the Account menu, select Inventory.  Scroll down to the Adjustment section.  Select the Draft tab.  Find and open the Adjustment that you want to delete.  Click...

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Record Returned Inventory Items

You can create a credit note to record the return of an inventory item you have purchased or sold. In case you are using the ledger or Cash Book then you can use spend money to record the return of an inventory item.  When a Customer Returns an Inventory Item  In such...

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View your Inventory Items

If you want to view all the Inventory items added for current organisation, in the Accounts menu select Inventory and you will be directed to Manage Inventory page  For inventory item Grid the Default order of items is alphanumeric order by code. Click on any column heading if you want to...

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Archive an Inventory Item

In Clickentry, if you don't want to use or see an inventory item anymore then you can archive it.  In the Account menu, select Inventory.  Select the checkbox next to the inventory item in the inventory item list.  Click on the Archive button at the top left above the inventory item list.  Click Ok to confirm. 

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View & Restore an Archived Inventory Item

You can view the archived inventory items. If you want to reuse these items then you can restore the required inventory items.  In the Account menu, select Inventory.  Click on the Show Un-archived Items button on the top right.  Select the checkbox next to the un archived inventory item.  Click on the Restore button at the top left above the archived...

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Create Reusable Text for Invoices, Quotes, Purchase Orders or other Transactions

Clickentry helps you to save snippets of text that you may want to see in the description field of your invoices, purchase orders, quotes or other transactions.  You might add an inventory item for just description-only purposes. You can explain the conditions or provide further information about your products or services. This...

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Import Inventory Items into Clickentry

Using our CSV import template file you can easily Import your inventory item details in Clickentry. To import inventory, you must have the user role of either Adviser or Standard user.  Download the Inventory Items Template File  In the Account menu, select Inventory.  Click Import.  To download the template file click on the Download template file link.   Open the downloaded Template...

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Enter an ‘Increase Quantity’ Inventory Adjustment

In the Account menu, select Inventory.  Click on the + Add drop-down button and select the Inventory Adjustment.  In the Adjustment Type field, select the Positive option.  Enter the details in the remaining fields: Narration: In the Narration field you can enter the reason for making adjustments.  Date: In the Date field you can set the date on which you have posted the adjustment. Reference: In the reference...

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Enter a ‘Decrease Quantity’ Inventory Adjustment

In the Account menu, select Inventory.  Click on the + Add drop-down button and select the Inventory Adjustment.  In Adjustment Type field, select the Negative option.  Enter the details in the remaining fields: Narration: In the Narration field you can enter the reason for making the adjustment.  Date: In the date field, you can set the date on which you have posted the adjustment. Reference: In the reference...

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Enter a Bulk Inventory Adjustment

While making the inventory adjustment, you can update multiple items at the same time in Clickentry. You can increase and decrease the inventory items in a single Adjustment.  In the Account menu, select Inventory.  Click on the + Add drop-down button and select the Inventory Adjustment.  In Adjustment Type field, select Negative to decrease or Positive to Increase the inventory items.  Enter the details in the remaining fields: Narration: In the Narration...

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