• Inventory
  • Setting Up the Inventory Module
    • Module Preferences in Inventory
      • General Setup
        • Determining If You Need a Serialized System
      • Setting Up Inventory Integration Settings
      • Tracking User-Defined Stock Item Information
      • Establishing Inventory Printing Preferences
    • Overview of Codes in Inventory
      • Defining Inventory Codes
        • Planning Inventory Codes
        • Adding Inventory Codes
      • Planning Inventory Transaction Codes
        • Setting Up Transaction Codes
      • Creating User-Defined Codes
      • Changing or Deleting Codes
    • Multi-Location Inventory
    • Troubleshooting: Setting Up the Inventory Module
  • Setting Up Your Stock Items
    • Planning Your Stock Items
      • Establishing a Naming/Numbering Scheme
    • Adding Stock Item Records
      • Enabling Lot Number Tracking for Stock Items
      • Using Serial Numbers for Stock Items
      • Setting up Stock Item Variants
      • Allowing Stock Item Leases
      • Attaching Files to Stock Items
      • Using the User-Defined Fields After Setup
      • Importing Stock Items from Another Software
    • Editing Inventory Stock Item Records
      • Renumbering Stock Items
      • Update Minimum and Maximum Stock Quantities
      • Copying Stock Items to Another Company
      • Changing Stock Item Prices Globally
    • Troubleshooting: Setting Up Your Stock Items
  • Establishing Prices for Your Stock Items
    • Introduction to Stock Item Pricing
    • Overview of Stock Item Pricing Types
    • Setting Up Special Price Levels for Groups of Customers
    • Pricing Determined By Discount Codes
      • Planning Your Discount Codes
      • Setting Up Stock Items for Discount Codes
    • Pricing Determined By Markup or Margin Codes
      • Planning Your Markup/Margin Codes
      • Setting Up Stock Items for Markup/Margin Codes
    • Pricing Determined by Promotional Codes
      • Adding Promotional Codes
      • Printing Promotional Shelf Signs
        • Printing a Promotional Items Report
    • Troubleshooting: Establishing Prices for Your Stock Items
  • Managing Stock Quantities
    • Working with Transaction Batches in Inventory
    • Adjusting Inventory
      • Keeping Track of Quantities Available for Sale
        • Minimum, Maximum, and On Order Stock Quantities
          • Generate Purchase Orders from Inventory
        • Stock Quantities on Back Order
        • Stock Quantities on Layaway
        • Committed and Available Stock Items
      • Changing the Default Inventory Transaction Date
    • Increasing or Decreasing Stock Item Quantities
      • Preparing to Enter Adjustment Transactions
      • Adjusting Quantities by Specifying the Number to Add/Subtract
      • Adjusting Stock Quantities by Specifying the Quantity On Hand
      • Checking the Accuracy of Your Adjustment Transactions Before You Post
        • Printing the Inventory Shrinkage Report
        • Printing the Inventory Edit Report
        • Correcting Adjustment Transaction Errors
        • Deleting Adjustment Transactions
          • Deleting Individual Adjustment Transactions
          • Deleting an Entire Batch of Adjustment Transactions
    • Importing Adjustment Transactions into Denali
      • Using Hand-Held Scanners
        • Format Requirements for the Scanner Text File
        • Importing Inventory Transactions from Hand-Held Scanner
      • Working with External Text Files
        • Importing Inventory Transactions
      • Determining and Correcting Errors in Imported Transactions Before Posting
    • Posting Inventory Transactions
      • Printing the Posting Reports
      • Seeing Results of the Adjustment Transactions
    • Converting Quantities When Buying or Selling
      • Buy Conversions
      • Sell Conversions
    • Troubleshooting: Managing Stock Quantities
  • Additional Options and Features
    • Additional Options When Selling Stock Items
      • Setting Up Special Prompts When Ordering/Selling Items
      • Attaching Non-Inventory Items (Services) to Stock Items
    • Setting Up Additional Stock Item Identifiers
    • Working with Stock Item Images
      • Adding Stock Item Images
      • Editing Existing Stock Item Images
      • Replacing or Removing Stock Item Images
      • Setting the Default View for Stock Item Images
    • Importing and Exporting in Inventory
      • Performing Common Inventory Import/Export Tasks
        • Modifying or Adding Stock Items from an External File
        • Importing Stock Items and Quantities into My New Company
        • Importing/Exporting a Price List for My Stock Items
        • Exporting My Stock Item Information to Use with Another Program
        • Updating My Stock Items and Quantities Using Data from Another Program
      • Importing Inventory Data
      • Exporting Inventory Data
    • Troubleshooting: Additional Options and Features
  • Managing Stock Items with Multi-Location Inventory
    • Planning to Use Multi-Location Inventory
    • Setting Up Your Multiple Locations
      • Creating Additional Locations for Stock Items Using Location Codes
        • Printing a Report of Your Locations
      • Setting Up Your System to Enable Transfer Transactions
      • Setting the Primary Location of Your Inventory
        • Primary Location for Stock Items in Inventory
    • Managing Multiple Locations of Inventory
      • Adding or Moving Inventory to Your Location
        • Create Stock Items in Your New Location
        • Copy Stock Items from One Location to Another
        • Transfer Stock Items from One Location to Another
    • Troubleshooting: Managing Stock Items with Multi-Location Inventory
  • Using Inventory with Specialty Shop
    • Preparing to Use Specialty Shop
    • Setting Up Specialty Shop Pricing
      • Setting Up Multi-Pack Pricing
      • Setting Up Promotional Sale Pricing
        • Promotional Pricing for Multi-Pack Sales
        • Promotional Pricing for Buy 1, Get 1 Sales
      • Setting Up Buy Down Pricing
        • Taxability of Buy Downs
      • Attaching Multi-Packs and Buy Downs to Stock Items
      • Printing a Report of Your Various Pricing Codes
    • Additional Stock Item Setup Options
      • Changing Pricing of Multi-Pack Stock Items
      • Setting Up Stock Items to Require Age Verification to Sell
        • Prompt Clerk to Verify Age at Time of Sale
    • Tracking Stock Item Sales with Specialty Shop
      • Stock Labels Report
      • Price Book Report
      • Advanced Sales Information Report
      • Inventory History Report
      • Promotional Sales Report in Inventory
    • Troubleshooting: Using Inventory with Specialty Shop
  • Working with Kits
    • Creating Kits
      • Setting Up a Kit
      • Specifying Components for Bills of Materials
      • Editing Existing Component Lists
    • Building Kits from Components
      • Assembling Kits
      • Disassembling Kits Into Components
    • Using Kit Reports
      • Kit Assembly Report
      • Master Kit Report
      • Component Requirement Report
    • Troubleshooting: Working With Kits
  • Reporting in Inventory
    • Reporting Overview
      • Denali Reports Available
        • Financial Statements
        • History Reports
        • Control Reports
      • Reporting Options in Denali
        • Options for Report Type
        • Standard Report Sort Options
        • Report Query Options
        • Using the Search Feature in Lookups
        • Selecting Dates from the Online Calendar
        • Working with Date Ranges
        • Filter Ranges and Filter Methods
    • Inventory Reports
      • Stock Quantity Reports
        • Quick Stock List
        • Stock Labels
          • Printing Bar Code Labels
        • Master Stock Report
        • Physical Count Worksheet
        • On Hand Report
        • Understock Report
        • Overstock Report
        • Below Minimum Quantity Report
        • On Order Report
        • Back Order Report
        • Kit Reports
      • Stock Value Reports
        • Price Book Report
        • Stock Value Report
        • Control Report
      • Transaction Reports
        • History Report
        • Movement Report
        • Monthly Movement Report
        • Promotional Sales Report
      • Lot Expiration Report
    • Troubleshooting: Inventory Reports
  • Inventory Period End and Maintenance
    • Performing Period End Procedures
      • Preparing for Period End
      • Clearing Variance Amounts
    • Performing Inventory Maintenance
      • Viewing Inventory Table Information
      • Recalculating Inventory Tables
      • Purging Inventory Transaction History
    • Troubleshooting: Inventory Period End and Maintenance

Inventory

Troubleshooting: Inventory Period End and Maintenance