Rackbeat Inventory Purchase Price Adjustment : Netvisor

This guide explains how to correct an incorrect or missing purchase price of a product in stock. This can be done either in the program or via a CSV file.

CONTENTS

Correction in the program
Correction via CSV file

If the purchase price of a product in stock is incorrect or has not been provided at all, below is guidance on how to correct this.

Correction in the program

1. Go to Inventory > Inventory transactions

2. Select "Create new inventory transaction"

3. Select "Edit Purchase Price"

4. Select the desired product

The edit date is set to the day from which the change in purchase price is desired to be visible in the inventory.
NOTE! If the product quantity is zero in the inventory, the purchase price cannot be edited, and this will cause an error message. The same happens if there is a negative value available.

5. Enter the correct new purchase price in the Actual purchase price field from the edit date onwards. It is advisable to select inventory as the transaction type. If left empty, inventory will also be selected.
A value must be given in the Reason field for why the change was made.

6. Check the save and new field and press the "Edit Purchase Price" button.

7. Go to inventory > inventory transactions and search for all transactions in draft status or just this specific product and press "post" at the end of the row to save the change in the inventory.

Correction via CSV file

1. Go to Inventory > Inventory transactions

2. Select "Import data / Download data"
3. Save the example file and edit it.

4. Enter the date field for the day when the change is desired. Note the format, for example, the first day of June should be entered as 01.06.2024 (format the field as a text file in Excel so that leading zeros are not lost).
5. Enter the desired product code and where it is in stock.

6. Leave the Quantity field empty

7. Enter the correct new purchase price in the Cost price field.

8. Provide the desired reason.
9. Import this file into the program via the "Import data / Download data" button.

In the Transfer view, you can still remove extra fields.

However, the date, product code, inventory, cost price, and reason must be included.

Go to inventory > inventory transactions and search for all transactions in draft status or just this specific product and press "post" at the end of the row to save the change in the inventory.

Keywords: Rackbeat inventory, purchase price

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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