Inventory Write-Off: General Area

Use this area to provide document-related details, such as document number and date, and specify a warehouse whose inventory balance you want to reduce.
 
The area consists of the following fields:
 

Field

Used for

Warehouse

Select a warehouse whose inventory balance you want to reduce from the list of existing warehouses.

  • It is an autocompleted field. A warehouse set as your company's default warehouse is suggested as a warehouse whose inventory balance you want to reduce. It is retrieved from the My company settings directory where the default warehouse was specified under the Inventory tab. Still, you can select an alternative warehouse instead of the default one if necessary.
  • It is a required field. If you delete this autocompleted warehouse and do not select an alternative one, you will not be able to save the document.
  • If multiple warehouses are not allowed in the system, the Warehouse field will be will not be displayed on the form. Goods will be written off from the default warehouse selected in My company settings

Number

Document number is assigned automatically when you save the goods write-off document based on the selected numerator.

Users with the appropriate permissions can override the auto-generated number and enter it manually.

After overriding the goods write-off document number, automated numbering will proceed in the same manner but using the manually set number as a start value.

Date

Date field is automatically assigned the date and time when the new goods write-off document was created.

Date field indicates the posting date and time, the document date and time as well as the date and time when goods have been written off or are to be written off.

You can override the auto-generated date and enter it manually.

  • It is a required field. If the document date is not specified, you will not be able to save the document.

Note

Add any extra details or comments about goods to be written off.

Attachment

Add any additional files or external links related to the inventory write-off. 

  • You can upload images, text files, PDF files, spreadsheets, compressed files and other data files (for example, CSV and XML files).
  • You can download uploaded attachments to your device by clicking a file name. 
 
 
More information
Inventory Write-Off
Create a New Inventory Write-Off Document
Inventory Write-Off: Goods for Write-Off