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Stock Take - automatically add inventory on open tickets or invoices

I have been testing the Stock Take module. One thing I noticed is that is does not account for inventory that is already on a ticket or an invoice. So, I end up getting a bunch of mis-reported counts due to that inventory being pulled from the shelf and put onto a customer's tickets or invoice.

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Traci McMahan shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
under review  ·  AdminTroy (Founder, RepairShopr) responded  · 

Hey Traci – we are getting ready for stock takes v2 and wanted to check in on this.

So – you have 5 hard drives, you put 1 on an invoice for a customer and put it in their computer.

At this moment the inventory level is at 4.

You go to do a stock take, there are 4 on the shelf.

Where is the issue?


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  • Traci McMahan commented  ·   ·  Flag as inappropriate

    To handle a situation like this Erin, we pull the inventory from the shelf and store it in a cabinet and slap a customer label on it. This prevents the last of an item being sold and then not available for the customer that has already paid for or reserved it.

  • erin commented  ·   ·  Flag as inappropriate

    I believe the issue is, well it is in my case, that the item is on the invoice because the job is scheduled for later in the week or month so the item is on the shelf still but the computer has taken it out. So the computer shows 4 but the shelf has 5. The reason it's on the invoice already is becuase sometimes customers pay upfront or partially upfront so you have to invoice them.

    Now I may have 5 open invoices with 30 items on there. that's 150 items that I havent pulled yet and are now inaccurate on the stocktake.

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