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Loading On-Hand Inventory

  • 3 February 2023
  • 3 replies
  • 146 views

Is there a best practice guide to loading on-hand inventory for go-live?  

Some items maybe serialized. 

3 replies

Kandy Beatty
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Userlevel 7
Badge +16

Hi @nshah90 

The best practice is usually to do a Receipt and under Inventory> Receipts. It’s the most simple way to do so. 

 

If items are serialized and auto numbered, Acumatica will populate those when you put in the line details. You can upload an excel based off the grid for receipts as well. However, if they are not auto numbered, you will need to fill in the Lot/Serial Number. The Line Details button will show you all the Lot/Serialized Numbers.

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
nshah90
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Userlevel 3
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Amazing!  Thanks for the thorough explanation @kandybeatty49 !  

Nirav Shah, Pre-Sales Manager for Acumatica ERP Solutions. I am kind of a ERP nerd! If my answer was helpful, like or better yet, hit the "Best Answer" icon!
Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @nshah90 

Happy to help! :)

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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