Tips & Tricks- Replenishing Inventory in AutoFluent®

Adjustments to your inventory allow you to change your quantity in stock. This is beneficial for inventory items that have an incorrect quantity, or for when you are adding an inventory item with stock to AutoFluent® for the first time. Adjustments should not be used when receiving an order from your suppliers; this is where Purchase Orders (PO’s) come into play. A PO allows you to update your inventory stock while simultaneously tracking the entire purchase, including the vendor, date, cost, etc.

Adjusting Inventory Quantities

To make an inventory adjustment, open Inventory Entry form the AutoFluent® main page by clicking on the brown Inventory button. Once in the inventory, choose the item you want to make an adjustment on and then click the orange Adjustments button toward the top edge of the Inventory Entry Window. You will notice the value to change your quantity will be highlighted. This is where you will put your positive or negative adjustment. You can also just input the overall New Quantity. Click on the orange Post Adjustment button and your inventory quantity will now reflect the change.

There are more features to take advantage of here as well. If there is a New Cost to your item, input a new cost and click the Re-Calc Prices button. If you are doing Adjustments to multiple items at one time, click Create New Batch on the first Adjustment you make. You’ll be able to view your Batches in the PO window. If you have the Accounting Module, you can choose whether or not to post this to your General Ledger, and even change the G/L Account it posts to. 

Receiving Inventory with Purchase Orders

Purchase Orders (PO’s) are the primary way to update and track your purchases for stocked inventory. Not only are you able to track your vendor purchases from beginning to end, you are also able to email your order to your vendor, receive full or partial shipments of your orders, track your backorders, and update your costs and prices for your ordered items. PO’s are your one stop for complete purchase tracking.

To use the PO feature, simply click on the Purchase Orders button form the AutoFluent® main page. First choose your vendor at the top, create a new PO, and then add line items to your PO at the bottom. You can reopen this PO when you are ready to Receive your items and create the Vendor Bill. For more detailed directions on creating PO’s, contact AutoFluent® Support!