Inventory Deductions

Need help? Please give a detailed explanation of your problem.
Post Reply
Cfisher2118
Posts: 164
meble kuchenne Mikołów Knurów Czechowice-Dziedzice
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Inventory Deductions

Post by Cfisher2118 »

When I tested inventory reductions in test mode, I only tested it based on dummy credit card transactions, and it appeared that the trigger to remove inventory was the creation/submission of an order, as opposed to when "marked as shipped". But now that we are live, I realized inventory was not being deducted properly. After further investigation, I realized that the real trigger event is when an invoice is "paid". So Net-Terms invoices are not being deducted from inventory when they are entered or marked as shipped. They are only deducted when marked as paid. Is there a setting or a way to have inventory deducted when "Marked as Shipped"? Otherwise, this will make inventory management difficult if our inventory numbers are not accounting for orders shipped out to Net-terms customers.
User avatar
Paige
Support Team
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Inventory Deductions

Post by Paige »

Would it be a good solution for you if we reduced the inventory upon net payment?
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Yes Paige, it would.
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Is this a modification you were going to implement soon, or with the next update? If the latter, when is the next update scheduled?
User avatar
Paige
Support Team
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Inventory Deductions

Post by Paige »

We will be able to add this in 4.1
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

It appears that inventory is still not deducting when paid on net terms.
User avatar
Paige
Support Team
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Inventory Deductions

Post by Paige »

We have not rolled out 4.1 to all of our accounts as of today. I will bump you up on the list to receive it sooner :D
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Okay, that's good to know. Is there a place where you list all the upgrades with the 4.1 revision? I know you have various blog posts about the major features which are part of Version 4, but I'm wondering if you have just a bullet-pointed list or something.
User avatar
JanetY
Support Team
Support Team
Posts: 63
Joined: Thu Jan 15, 2015 12:03 pm
Website: www.allprowebtools.com

Re: Inventory Deductions

Post by JanetY »

Yes we have a location that lists what will be in the next version of the software. When you come into the forum, there is a topic called Change Log/Version Plans. Click on this and you will see the upcoming features.
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

When this update goes into effect, and inventory is deducted with net payment as well as upfront payment, how will it affect pre-existing net orders? For example, when we entered a net 60 order 30 days ago, the system did not deduct inventory. So after the update goes into effect, and we receive and enter payment for this hypothetical net-60 order placed before the update, will the system deduct from inventory? I know that for orders placed after the update goes into effect, you wouldn't want it to deduct for both ways. So the question is, will the system be able to differentiate between net orders before and after the update, and treat them accordingly?
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Just to clarify this question, now that the update is in effect, the system should deduct inventory when net-60 is entered as the payment type, at the time the order is created. Presumably, it won't deduct again when payment is received for this order, whereas before, it only deducted inventory when payment was received. So with net-terms orders originally entered before the update, will the system not deduct inventory when payment is received and entered as paid in full?
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

It would appear my account has been updated to 4.1, but the inventory deduction system is the same as before. It is deducting from inventory when a net-terms invoices is marked as paid, but not when the order is created, with net payment terms specified.
User avatar
Paige
Support Team
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Inventory Deductions

Post by Paige »

Thank you for letting us know, we will look into this and get back to you
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Anything yet on this?
User avatar
Paige
Support Team
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Inventory Deductions

Post by Paige »

Not as of yet, I will let you know :D
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Any ideas on this?
User avatar
Paige
Support Team
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Inventory Deductions

Post by Paige »

This has been addressed, please verify.
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Seems to be working properly, thanks!

[spoke too soon! see next post.]
Last edited by Cfisher2118 on Thu Jan 21, 2016 6:42 pm, edited 1 time in total.
Cfisher2118
Posts: 164
Joined: Wed Jul 08, 2015 1:28 pm
Website: www.surroundair.com

Re: Inventory Deductions

Post by Cfisher2118 »

Sorry, I spoke too soon about it working properly. It is deducting inventory properly when a payment type is entered (such as net 30). But when the order is being marked as paid (such as by check), it is deducting the inventory again. So it is double-deducting for each net terms order.
User avatar
JohnB
Support Team
Support Team
Posts: 1022
Joined: Wed Nov 04, 2015 3:57 pm
Website: www.allprowebtools.com

Re: Inventory Deductions

Post by JohnB »

Thanks for letting us know. I'll make sure we look into it.
Post Reply