Differences

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--- initial_data [2025/07/24 03:54] – chillhubadmin
+++ initial_data [2026/09/28 09:32] (current) – chillhubadmin
@@ Line 28: / Line 28: @@
   - **On-Demand Approach**:
     * Create master data only when needed. For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks
-    * Master data can be created on demand by selecting the {{mdi>plus?24}} icon located on the right side of each master data dropdown. \\ {{:masterdata:masterdata_5.jpg?300|}}
+    * Master data can be created on demand by selecting the {{mdi>plus?24}} icon located on the right side of each master data dropdown. \\ {{gallery>:masterdata:masterdata_5.jpg?300x0&crop=off&0}}
   - **Choosing Your Approach**:
     * If you prefer the **On-Demand Approach**, you can skip this step and proceed directly to **Step 3**.
@@ Line 34: / Line 34: @@
 == Step 4: Set Up Inventory ==
 \\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}}
-  - Navigate to the Inventory Page: Go to **Menu -> Inventory -> Inventory**. \\ {{:initialdata:initialdata_1.jpg?200|}}
+  - Navigate to the Inventory Page: Go to **Menu -> Inventory -> Inventory**. \\ {{gallery>:initialdata:initialdata_1.jpg?200x0&crop=off&0}}
-  - 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. \\ {{gallery>:initialdata:initialdata_2.jpg?500x0&crop=off&0}}
   - 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**
     * If the Product does not exist, click the {{mdi>plus?24}} icon to create it.
@@ Line 45: / Line 46: @@
     * If you don't need to track quantities by warehouse, input the total quantity in the **"- Unassigned -"** warehouse.
     * The total physical quantity will be displayed under **Qty on Hand**.
-  - Go to the **Accounting** Tab \\ {{:initialdata:initialdata_3.jpg?500|}}
+  - Go to the **Accounting** Tab \\ {{gallery>:initialdata:initialdata_3.jpg?500x0&crop=off&0}}
   - 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.
   - Click the **Save** button to save the inventory item.
@@ Line 59: / Line 60: @@
 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>