initial_data

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initial_data [2026/07/30 02:32] – chillhubadmininitial_data [2026/09/28 09:32] (current) – chillhubadmin
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   - **On-Demand Approach**:   - **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     * 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**:   - **Choosing Your Approach**:
     * If you prefer the **On-Demand Approach**, you can skip this step and proceed directly to **Step 3**.     * If you prefer the **On-Demand Approach**, you can skip this step and proceed directly to **Step 3**.
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 == Step 4: Set Up Inventory == == 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}} \\ //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.   - 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.   - 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.
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     * If you don't need to track quantities by warehouse, input the total quantity in the **"- Unassigned -"** warehouse.     * 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**.     * 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.   - 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)
  • initial_data.1785378767.txt.gz
  • Last modified: 2026/07/30 02:32
  • by chillhubadmin