{"id":26712,"date":"2024-10-31T15:24:40","date_gmt":"2024-10-31T13:24:40","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=26712"},"modified":"2025-10-17T14:08:53","modified_gmt":"2025-10-17T11:08:53","slug":"why-cant-articles-be-added-to-the-sales-invoice","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/why-cant-articles-be-added-to-the-sales-invoice\/","title":{"rendered":"Why can&#8217;t items be added to the sales invoice?"},"content":{"rendered":"<p>If you&#8217;re encountering an issue where you can&#8217;t add a warehouse item to the sales invoice, the main reasons are:<\/p>\n<ul>\n<li>The item has no stock. To add warehouse items to an invoice, they must first be entered into inventory.<\/li>\n<li>The sales invoice date is set earlier than the warehouse entry date.<\/li>\n<li>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.<\/li>\n<\/ul>\n<span class=\"su-label su-label-type-black\">\u25cf<\/span>\u00a0You can check the stock balance by going to <strong>Warehouse -&gt; Stocktaking<\/strong>. By default, the balance for all warehouses and all items, as of today\u2019s date is displayed. To change the date or other filters, make the desired selection and press the <strong>REFRESH<\/strong> button.<\/p>\n<span class=\"su-label su-label-type-black\">\u25cf<\/span>\nIf you have switched from another software and already have an existing warehouse inventory, you need to enter the <span id=\"su_tooltip_69d70261d6a77_button\" class=\"su-tooltip-button su-tooltip-button-outline-yes\" aria-describedby=\"su_tooltip_69d70261d6a77\" data-settings='{\"position\":\"top\",\"behavior\":\"hover\",\"hideDelay\":0}' tabindex=\"0\"><a href=\"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/entering-initial-warehouse-inventory\/\" target=\"_blank\" rel=\"noopener\"><strong>entering initial<\/strong> <strong>warehouse<\/strong> <strong>inventory<\/strong><\/span><span style=\"display:none;z-index:100\" id=\"su_tooltip_69d70261d6a77\" class=\"su-tooltip\" role=\"tooltip\"><span class=\"su-tooltip-inner su-tooltip-shadow-no\" style=\"z-index:100;background:#FFFFA3;color:#555555;font-size:14px;border-radius:0px;text-align:left;max-width:300px;line-height:1.25\"><span class=\"su-tooltip-title\"><\/span><span class=\"su-tooltip-content su-u-trim\">read here about entering the initial warehouse inventory<\/span><\/span><span id=\"su_tooltip_69d70261d6a77_arrow\" class=\"su-tooltip-arrow\" style=\"z-index:100;background:#FFFFA3\" data-popper-arrow><\/span><\/span>.<\/a><\/p>\n<span class=\"su-label su-label-type-black\">\u25cf<\/span> In the course of daily business operations, the basis for stock entry is the <strong>purchase invoice<\/strong>.<\/p>\n<p>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.<\/p>\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"5d4ed4ca-aa62-46d8-a3d0-6769bb57365d\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<span class=\"su-label su-label-type-black\">\u25cf<\/span> Documents related to warehouse transactions can be viewed under <strong>Warehouse -&gt; Documents<\/strong>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<span class=\"su-label su-label-type-black\">\u25cf<\/span> Information on the movement of items (goods) can be found under <strong>Warehouse -&gt; Movements<\/strong>.<\/p>\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"e007069f-2ed1-4934-845c-d1ceaa14e556\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<span class=\"su-label su-label-type-black\">\u25cf<\/span><strong> A negative warehouse<\/strong> inventory (selling in the negative) is not allowed by default. Before using the warehouse, it can be enabled by going to<strong> Settings -&gt; Environment Settings -&gt;<\/strong>\u00a0Warehouse Settings and activating the &#8220;Negative remaining stock premitted&#8221; button.<br \/>\nIf transactions have already taken place in the warehouse and you wish to allow a negative warehouse balance, please contact SimplBooks customer support at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><em>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.<\/em><\/p>\n<p><em>If you have any additional questions, write to us at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[963,179],"ht_kb_tag":[],"class_list":["post-26712","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales","ht_kb_category-warehouse"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/26712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=26712"}],"version-history":[{"count":6,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/26712\/revisions"}],"predecessor-version":[{"id":36276,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/26712\/revisions\/36276"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=26712"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=26712"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=26712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}