Inventorization

Inventorization Functionality

The application supports two types of inventorization processes, depending on the business need:

1. Immediate Inventorization (Today)

  • Use this option when you want to perform inventorization right now.

  • The process is started and completed on the same day.

  • Once you press Confirm, the system immediately updates the stock values based on the inventorization results.



2. Backdated Inventorization (By Date)

  • Use this option when you need to record inventorization for a specific date in the past.

  • During the process, you select the date for which the inventorization should apply.

  • After confirmation, the inventorization values are written and applied to the chosen date.




Performance Note

  • The more raw materials you have in the system, the longer the inventorization process may take to load.

  • To improve performance, inventorization should be separated and executed per warehouse.


Creating an Inventorization

To create a new inventorization, press the ➕ (plus) button and fill in the required fields:

  1. Name – enter the title of the inventorization (how it will be called).

  2. Type – choose whether you want to inventorize materials or inventory.

  3. Date – select the date of the inventorization.

  4. Warehouse – choose which warehouse you are inventorizing.