Inventory buy and sell Qtys

Question

We have just upgraded and added inventory.. about a thousand lines, some have been imported with incorrect buy or sell by quantities. I cannot change these now as transactions are on there, I cannot make inactive and create new as the codes are used by other parties, is there any workaround or any other way of correcting to show correct SOH and margin?

gillian4 · Answer

Thank you, that is certainly something I hadn't thought of and can see that would solve the issue. I don't know anything about back ups so will have to look into that first.

Mike_James · Answer

Hi @gillian4 I presume you mean the number of items per buying & selling units are incorrect. I don't know how far down the track you are since these items were imported, but I dealt with a similar situation for a client last year, except that they had started with an empty file. Our process was:

* export all the stock transactions (purchases, sales, inventory adjustments) from the beginning to date
* retain a local copy of your cloud file for reference purposes, and to compare reports after all corrections are done
*  restore a backup (that was made before the items were imported) into the cloud
* correct the item import file and import them again
* import all the above stock transactions (in this order: purchases, adjustments, sales)
* import or re-enter other transaction types as required (in our case this was minimal)
* Note, take backups after each import that you do
* run various reports to check; some figures will differ eg stock value, but sales, debtors, creditors should be the same

If you have a backup from just before the items were imported, and if the volume of transactions is not too great, you might be able to devise a similar process. You will probably also have other types of transactions that need to be reprocessed. Not all of these can be exported and re-imported.

This is a complex set of steps, so you should understand them fully and assess your chances of success before you start.

You may be able to simplify this somewhat by:

* take a backup before you begin, just in case, and before each import
* export all the stock transactions as above
* delete them all in the file, so that the items do not have any transactions against them
* export your items
* set the items up correctly
* re-import the items and check them
* re-import the stock transactions

This will reduce the work and increase the chance of success.