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库存物品

库存物品 标签是您在 Manager.io 中创建、监控和管理库存清单的中心枢纽。通过此模块,您可以有效地跟踪您的库存水平、成本和数量,确保最佳的库存控制。

库存物品

创建库存物品

创建新的库存项目:

  1. 导航到库存物品标签。
  2. 点击新库存物品按钮。

库存物品新库存物品

请参见库存物品 — 编辑以获取详细说明。

期初余额

如果在创建新库存物品时您已有现有的库存数量,您可以在设置 → 期初余额中输入它们的期初余额。有关更多信息,请参阅期初余额 — 库存物品

默认账户分配

默认情况下,在库存物品标签中创建的库存物品使用预设账户:

  • 采购会借记你的库存存货资产账户。
  • 销售信用您的库存-销售收入账户。

库存物品中的列

主库存物品屏幕显示了各种关键列。您可以使用屏幕底部的编辑列选项自定义可见列。有关指导,请参阅编辑列

Column Name Description
Item code The assigned code of the inventory item.
Item name The name you entered for the item.
Valuation method Shows the valuation method used for this inventory item, relevant when recalculating inventory costs.
Control account The control account the item is assigned to. Default is Inventory on hand. Custom control accounts are optional.
Division Indicates the division associated with an inventory item. Relevant if divisional accounting is used.
Description Displays the defined description of the inventory item.
Qty owned The quantity acquired but not yet sold or written off. Clickable to view contributing transactions. Delivery Notes and Goods Receipts do not affect this quantity since they aren't general ledger transactions. See Inventory Items — Qty owned.
Qty to deliver Tracks sold items awaiting delivery (if Delivery Notes are enabled). Sales Invoices increase this, whereas Delivery Notes and Credit Notes decrease it.
Qty to receive If Goods Receipts are enabled, tracks purchased items waiting to be received. Purchase Invoices increase, while Delivery Notes and Debit Notes decrease this figure.
Qty on hand Reflects actual physical quantity on hand if managing shipments and receipts via Delivery Notes and Goods Receipts. Goods Receipts increase whereas Delivery Notes decrease it. Sales/Purchase Invoices, Debit Notes, and Credit Notes have no effect here unless acting as receipts/deliveries directly.
Qty reserved Related to Sales Orders (if enabled). Sales Orders increase this number, and Delivery Notes linked to Sales Orders decrease it.
Qty available Physical quantity immediately available to sell, calculated as (Qty on handQty to deliverQty reserved).
Qty on order Tracks items ordered via Purchase Orders but not yet received/invoiced—a future committed stock count.
Qty to be available Predictive inventory figure: (Qty available + Qty to receive [if positive] + Qty on order).
Qty desired Specified reorder point for inventory, edited directly on inventory item details.
Qty to order Indicates quantities needing ordering if (Qty desired) exceeds (Qty to be available). Ordering from suppliers raises the Qty to be available, reducing this quantity ideally to zero.
Average cost Calculates average cost per inventory item as (Total cost ÷ Qty owned).
Total cost Aggregate total cost of all owned inventory items. Clicking shows the transactions contributing to this total.

要重新计算您的库存单元成本,请使用库存列表顶部的重新计算按钮。有关详细指导,请参阅库存成本更正

高级查询功能

Manager.io 包含一个 高级查询 功能,能够让您根据业务需求高效地组织库存。这样可以在库存物品标签中直接过滤、排序和分组您的库存物品。

例如,如果您想要一个仅显示现有数量的简化视图,高级查询可以如下构建:

选择
项目代码项目名称现有数量
在哪里…
Qty on handis not empty

这很灵活 – 你可以用以下内容替换现有数量

  • 待交货数量: 列出等待交付给客户的项目
  • 待入库数量:查看等待从供应商处接收的物品
  • 订购数量: 通过供应商订单快速识别需要补货的库存

有效利用这些功能和列将使您能够严格管理库存数量,简化补货流程,通过确保产品可用性来增强客户服务,并在Manager.io中保持准确的财务记录。