Why can’t items be added to the sales invoice?

If you’re encountering an issue where you can’t add a warehouse item to the sales invoice, the main reasons are:

  • The item has no stock. To add warehouse items to an invoice, they must first be entered into inventory.
  • The sales invoice date is set earlier than the warehouse entry date.
  • An inventory count has been created for the item with a date later than the invoice date (the invoice is entered with a delay). The solution is to remove the item from the inventory count.
● You can check the stock balance by going to Warehouse -> Stocktaking. By default, the balance for all warehouses and all items, as of today’s date is displayed. To change the date or other filters, make the desired selection and press the REFRESH button.

● If you have switched from another software and already have an existing warehouse inventory, you need to enter the entering initial warehouse inventory.

● In the course of daily business operations, the basis for stock entry is the purchase invoice.

When entering a purchase invoice, you must select the correct items, and upon saving, the stock entry will be automatically generated. The entry date will be the date of the purchase invoice.

● Documents related to warehouse transactions can be viewed under Warehouse -> Documents.

● Information on the movement of items (goods) can be found under Warehouse -> Movements.

● A negative warehouse inventory (selling in the negative) is not allowed by default. Before using the warehouse, it can be enabled by going to Settings -> Environment Settings -> Warehouse Settings and activating the “Negative remaining stock premitted” button.
If transactions have already taken place in the warehouse and you wish to allow a negative warehouse balance, please contact SimplBooks customer support at support@simplbooks.ee

Whenever possible, we recommend prioritizing the use of Sales orders and Proforma invoices if you are expecting a prepayment from the customer before procuring the goods for the warehouse. These documents do not affect the warehouse, allowing you to enter itesm even without stock availability.

If you have any additional questions, write to us at support@simplbooks.ee

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