Inventory

Hi there, 

Since this is your first post in the Community, I'd like to give you a warm welcome!

Adding items in your Products and Services from your invoice will increase the count as you've noticed. To reduce the inventory account, you'd have to do an inventory adjustment. Here are the steps:

Using the Plus icon (➕)

1.     Select the Create ⨁ icon.
2.     Under Other, select Inventory Qty Adjustment.
3.     Enter the Adjustment Date.
4.     In the Inventory adjustment account drop-down, select the appropriate account.
5.     Select the products in the Product field drop-down. (Note: The description and current quantity on hand will auto-populate.)
6.     For each item, enter either a new quantity or a change in quantity.
7.     (Optional) In the Memo field, enter the details about the adjustment.
8.     Select Save.              

Using the Gear icon (⚙️)

1.     Select the Gear icon on the Toolbar, then choose Products and Services.
2.     Check the inventory items you need to adjust the quantity of. Select Batch actions then Adjust quantity
3.     Or to adjust one item, select Adjust quantity in the Action column .
4.     If necessary, on the Inventory Quantity Adjustment window, change the adjustment date.
5.     In the Inventory adjustment account drop-down, select the appropriate account. For each item, enter either a new quantity or a change in quantity.
6.     (Optional) In the Memo field, enter the details about the adjustment.
7.     Select Save and close.
    

Edit or delete an inventory quantity adjustment

1.     Select the Search icon on the Toolbar.
2.     Select Advanced Search.
3.     From the All Transactions drop-down, choose Inventory Quantity Adjustment.
4.     (Optional) Select a filter, then choose Add Filter.
5.     Select Search.
6.     From the search results, select the adjustment you need to edit or delete.
7.     After selecting, the Adjustment entry opens.
8.     To edit, you can add new adjustments, or adjust the Change in Qty of previous adjustments.
9.     To delete, select Delete.               

You're now able to adjust inventory quantity. If you have questions, don't hesitate to reach out. I'll be one message away.