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Loading On-Hand Inventory

  • 3 February 2023
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Is there a best practice guide to loading on-hand inventory for go-live?  

Some items maybe serialized. 

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Best answer by Kandy Beatty 3 February 2023, 17:39

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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.

 

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Amazing!  Thanks for the thorough explanation @kandybeatty49 !  

Userlevel 7
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Hi @nshah90 

Happy to help! :)

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