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庫存品項

庫存品項 標籤是您在 Manager.io 中創建、監控和管理庫存清單的中央樞紐。通過此模組,您可以有效地追踪庫存水平、成本和數量,確保最佳的庫存控制。

庫存品項

建立庫存品項

要創建一個新的庫存項目:

  1. 導航至庫存品項標籤。
  2. 點擊新增庫存項目按鈕。

庫存品項新增庫存項目

請參閱 庫存品項 — 編輯 以獲取詳細說明。

起始餘額

如果您在創建新庫存品項時有現有的庫存數量,您可以在設定 → 起始餘額下輸入它們的起始餘額。更多參考,請參見起始餘額 — 庫存品項

預設帳戶分配

根據預設,在庫存品項標籤中創建的庫存品項使用預設帳戶:

  • 採購會借記你的現有庫存資產帳戶。
  • 銷售信用您的 庫存 - 銷售 收入帳戶。

庫存品項中的欄位

主要的庫存品項畫面顯示各種關鍵列。您可以使用畫面底部的編輯列選項來自訂可見列。請參考編輯列以獲得指導。

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,請使用庫存列表頂部的重新計算按鈕。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庫存品項。這允許您直接在庫存品項標籤中對庫存品項進行過濾、排序和分組。

例如,如果您想要一個簡化的視圖,只顯示現有數量,則進階查詢可能會這樣結構:

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: 列出等待交付給客戶的項目
  • 接收數量: 查看等待從供應商收件的項目
  • 訂購數量: 透過供應商訂單快速識別需要補貨的庫存

有效利用這些功能和欄位將使您能夠緊密管理庫存數量、簡化重新訂貨、提高客戶服務以確保產品可用性,並在 Manager.io 中維護準確的財務記錄。