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Rosanne1's avatar
Rosanne1
Contributing User
10 months ago
Solved

Inventory item setup

I am endeavouring using Inventory after of years of using just sales and purchases

I Press the I am inventory  this item  and I get a RED X beside it and an error message that says You have sales or purchases on file for this item

 

 

  • Hi Rosanne1 

     

    Once an Item has been used in a transaction, the 'I Inventory' option cannot be selected or de-selected. You would need to create a new item or get this changed by a MYOB specialist.

     

    Regards

    Gavin

5 Replies

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  • Celia_B's avatar
    Celia_B
    MYOB Moderator

    Hi Rosanne1,

     

    Thank you for your post and welcome to the Community Forum.

     

    When you tick "I inventory this item, AccountRight will keep track of your item's quantity on hand and current value for cost of sales amounts. This Help Article: Inventory Management in AccountRight has the detailed instructions for managing your inventory. 

     

    Let us know if you need further assistance. We are happy to assist. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

    • Rosanne1's avatar
      Rosanne1
      Contributing User

      Hi Cel

       

      I have been using MYOB for many years, but we now wish to add inventory into it. If I add a new item and click all the boxes, all is fine. But if I Tick I inventory this item   that is just the inventory box because the rest has been set up a long time back. I get a error message saying that this item already has files against it.

      How do I get around this

       

      Regards

       

      Rosanne

      • Celia_B's avatar
        Celia_B
        MYOB Moderator

        Hi Rosanne1,

         

        Thank you for getting back to us and providing an update.  I sent you a private message to assist you further. 

         

        I'm looking forward to hearing from you. 

         

        Thanks, 

        Cel

         

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Rosanne1,

    Thank you so much for your post and I'm sorry to hear about the issues you're facing. I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response. The error message you're encountering, "You have sales or purchases on file for this item," suggests that there are existing sales or purchase transactions associated with the item you're trying to mark as inventory. In MYOB AccountRight, when you enable an item for inventory tracking, it means that MYOB AccountRight will start tracking the quantity and value of that item in your inventory.
     

    To resolve this issue, you'll need to review and adjust your sales and purchase transactions for this item to ensure they are correctly accounted for in your inventory. Here are the steps you can follow:
     

    Backup Your Data (Optional but Recommended): Before making any significant changes, it's a good practice to create a backup of your company file.
     

    Review Existing Transactions: Go through your sales and purchase transactions to find those related to the item you want to enable for inventory tracking.
     

    Edit or Delete Transactions: For each transaction related to the item, you have a few options:

    • Edit Transactions: If the transaction is correct, you can edit it and associate it with the item in your inventory.
    • Delete Transactions: If the transaction was incorrect or no longer relevant, you can consider deleting it.

    Associate Items with Inventory: After reviewing and adjusting your transactions, go back to the item you want to enable for inventory tracking and try enabling it again. You should no longer see the error message if all related transactions have been addressed.
     

    Test and Verify: Double-check that your inventory is functioning as expected by creating some test transactions involving the item.
     

    Please proceed with caution, especially if you choose to delete any transactions, as this can affect your financial records.

     

    Please do let me know how you gon on this.
    Regards,
    Earl