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下載發布指南聊天機械人會計師討論區雲端版

存貨品項

存貨品項 標籤作為您在 Manager.io 中創建、監控和管理存貨清單的主要中心。通過此模組,您可以高效地追蹤存貨水平、成本和數量,確保最佳的庫存控制。

存貨品項

創建存貨品項

要创建一个新的库存项目:

  1. 導航到存貨品項標籤。
  2. 點擊 新存貨項目 按鈕。

存貨品項新存貨項目

請參考存貨項目 — 編輯以獲取詳細指示。

開始結餘

如果您在創建新項目時已經有現有的存貨數量,您可以在設定 → 開始結餘下輸入它們的開始結餘。欲進一步參考,請參閱開始結餘 — 存貨品項

默認帳戶分配

默認情況下,在存貨品項標籤中創建的存貨項目使用預設帳戶:

  • 採購會借記你的現有存貨資產帳戶。
  • 銷售將記入您的存貨 - 銷售收入帳戶。

存貨品項中的列

主要的存貨品項螢幕顯示各種關鍵行列。您可以使用螢幕底部的編輯行列選項自訂可見的行列。請參考編輯行列以獲得指導。

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.

要重新計算您的庫存單位成本,請使用庫存列表上方的重新計算按鈕。請參考庫存成本更正以獲取詳細指導。

進階查詢功能

Manager.io 包含一個進階查詢功能,讓您根據業務需求有效地組織您的存貨品項。這使您可以直接在存貨品項標籤中篩選、排序和分組您的存貨項目。

例如,如果您想要顯示僅包含現有數量的簡化視圖,則高級查詢可以這樣構建:

選擇
産品編號産品名稱現有數量
哪裡
Qty on handis not empty

這是靈活的 – 你可以用現有數量替代:

  • 送貨數量: 列出待送貨給客戶的項目
  • 接收數量: 查看待從供應商接收的項目
  • 訂貨數量: 迅速識別需要補貨的庫存,通過供應商訂單

有效利用這些功能和列將使您能夠緊密管理庫存數量,簡化補貨流程,通過確保產品可用性提高客戶服務,以及在 Manager.io 中維持準確的財務記錄。