initial_data

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initial_data [2025/07/24 03:54] – chillhubadmininitial_data [2026/07/30 02:32] (current) – chillhubadmin
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   - Click the {{mdi>plus?24}} **New** button. A dialog will appear, allowing you to create an Inventory Item. \\ {{:initialdata:initialdata_2.jpg?500|}}   - Click the {{mdi>plus?24}} **New** button. A dialog will appear, allowing you to create an Inventory Item. \\ {{:initialdata:initialdata_2.jpg?500|}}
   - Select the **Industry** to populate the Product Selection.   - Select the **Industry** to populate the Product Selection.
 +  - Set **Date** preferably to a date before your financial period to indicate that this inventory adjustment occurred before your accounting records began, rather than today.
   - Search and select the desired **Product**   - Search and select the desired **Product**
     * If the Product does not exist, click the {{mdi>plus?24}} icon to create it.     * If the Product does not exist, click the {{mdi>plus?24}} icon to create it.
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   - Go to the **Accounting** Tab \\ {{:initialdata:initialdata_3.jpg?500|}}   - Go to the **Accounting** Tab \\ {{:initialdata:initialdata_3.jpg?500|}}
   - The **Qty to Adjust** field should match the **Qty On Hand (Physical Quantity)** by default.   - The **Qty to Adjust** field should match the **Qty On Hand (Physical Quantity)** by default.
-  - Adjust the **Qty to Adjust** if discrepancies exist between accounting quantity and physical quantity (e.g., delivered products not yet invoiced) +    * Adjust the **Qty to Adjust** if discrepancies exist between accounting quantity and physical quantity (e.g., delivered products not yet invoiced) 
-  - Uncheck **Update Inventory Cost** checkbox if you don’t want to update the accounting quantity. +    * Uncheck **Update Inventory Cost** checkbox if you don’t want to update the accounting quantity. 
-  - If the Qty to Adjust is greater than zero, input the cost per unit in the **Unit Price** field.+  - Input the cost per unit in the **Unit Cost** field.
   - Enter a note, such as "Inventory Initial Setup," in the **Remark** field.   - Enter a note, such as "Inventory Initial Setup," in the **Remark** field.
   - Click the **Save** button to save the inventory item.   - Click the **Save** button to save the inventory item.
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 Your system is now equipped with the settings, necessary master data, inventory quantities, inventory cost details, and pricing information. Enjoy using Chillhub! Your system is now equipped with the settings, necessary master data, inventory quantities, inventory cost details, and pricing information. Enjoy using Chillhub!
 +
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • initial_data.1753329293.txt.gz
  • Last modified: 2025/07/24 03:54
  • by chillhubadmin