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gillian4's avatar
gillian4
Contributing User
9 months ago

Inventory buy and sell Qtys

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? 

2 Replies

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    9 months ago

    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.

  • gillian4's avatar
    gillian4
    Contributing User
    9 months ago

    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. 

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