Beginning Inventory
Menu path: Invoices → Beginning Inventory. Open the list in the app. This invoice type records opening product quantities and values in a warehouse for the active fiscal year; it is not a supplier purchase.
- Select the correct company/fiscal year and warehouse. Only one beginning-inventory invoice is allowed per warehouse.
- Select Create Beginning Inventory. Check the title, number, and date; the form defaults to the start of the fiscal year.
- Select products and enter quantity and unit cost for each. This form accepts products only; it has no customer, discount, or tax.
- Save, then reconcile total quantity and value with the stock count and opening balance before approval.
On approval, the app includes the incoming products in stock and cost calculations and creates a related document; the Beginning Inventory subject must be configured. In the list, check the number, document, warehouse, date, quantity, status, and available actions. If it says that beginning inventory already exists for the selected warehouse, review that record instead of creating a second one.