Initial Inventory

[Ronan5500]

I cannot figure out how to assign my initial inventory count to my items. All the videos say to take the physical count of all items but they do not show where to enter those to begin the initial inventory management. Please help!

[JessicaSmith · Accepted solution]

do a beginning balance adjustment!

[michael21 · Accepted solution]

To expand on Jessica's post, goto Inventory --> Adjustments.  Click on the down arrow next to the box in the upper right hand corner and download an import template.  That will give you an Excel spreadsheet to make this process easier.  Pick one of the "Beginning Inventory" line items and delete the rest.  Then copy your count information into the template so that all columns are complete.  Again, in inventory --> Adjustments, click the blue arrow and upload your adjustment template to record your counts into ST.  Depending on how good a job you have done in correctly typing your item codes, inventory locations, etc., you may have to make corrections and try the upload again, in some cases multiple times, until everything is right and the system accepts the update.

[JessicaSmith]

Thanks! My late night answer was pretty vague 🤣

[JessicaSmith · Accepted solution]

do a beginning balance adjustment!