From the Stock management application, select the Inventory menu and press the + button to add a new inventory:
Select the date on which the script quantities will be read, and the date on which the stock will be reset.
!BE CAREFUL TO SELECT THE DATE AND TIME. Given that stocks are declining in real time in Ebriza, it is very important to select the exact date and time.
After setting the date, you will have three options to enter the stock:
If you have created a custom filter, click on the filter and the inventory list will be populated with all the goods and raw materials included in that filter.
Click here to see how you can create custom filters for your stock.
If you have tags set for your stock, click on a tag and the inventory list will be populated with all the goods and raw materials that contain that tag.
You can add all raw materials or all goods in bulk by using the two buttons corresponding to each stock type.
Set the physical quantities.
Save the new inventory.
Saving the inventory does not change the stock. The inventory document records the count — the book quantity (the quantity in the application as of the selected book date), the physical quantity (the quantity you actually counted), and the difference between them. After you click “Save”, the stock in Inventory remains exactly as it was before: the difference is recorded, not corrected. For the book stock to be aligned with the physical stock, you need to perform the reset yourself, following the steps below.
The reset records stock movements only for the rows you have selected — unselected stock items remain at their previous quantity.
IMPORTANT: The stock reset will only be possible if the user has reset permissions. Click here to find out what you need to do to obtain reset rights.
Select the stock items you want to reset.
Click the icon in the top right corner to reset the stock.
If you change your mind or notice mistakes in the stock reset, you can revert to the quantities before the reset by selecting the stock items for which you want to cancel the reset.
Click on Cancel stock reset.
Save the changes.
You can also export the stock by clicking on the export icon in the top right corner.
Edge cases
Inventory on a previous date: You can add an inventory with a past date and time (e.g., if you forgot to record it at the actual moment). Caution: stocks decrease in real time, so selecting the exact date and time matters.
Reverting an erroneous inventory: After resetting, if you spot mistakes, select the affected stocks and use "Cancel stock reset" from the top menu. Changes reflect immediately in History.
I completed the inventory, but the stock still shows the old quantity: this almost always means that the inventory was saved, but the stock reset was not performed. Reopen the saved inventory, select the stock items, and click “Reset Stock”. If the button does not appear, this is not a malfunction — it means the user does not have permission to reset the stock (see the article “Why can’t I reset my inventory?”).
The Book Quantity Always Matches the “History”
The book quantity you see and save in the inventory is exactly the quantity remaining in History for that stock, at the selected book date and time. The two screens can no longer show different numbers. Movements recorded exactly at the selected date and time are also taken into account, so if you want a movement from that exact time to be excluded, choose a time before it. If you have an older inventory where the book quantity did not match History, open it again: the correct value is now displayed. You do not need to recreate the document, and there is no longer any need to clear your browser cache or open it in another browser.
A saved inventory can change its figures later
The inventory always displays the actual stock situation at its book date. So, if after saving the inventory you record a movement with a date earlier than the book date — such as a production entry completed later or an NIR with a backdated receipt date — or correct a purchase price from that period, the next time you open the inventory, the book quantity and “Purchase cost for difference” may be different from the version you previously printed or exported. This is not an error: the document has been aligned with what History currently shows. If you need the exact figures from the time the stock count was performed, keep the export made at that time.Rows that have already been reset are no longer updated
After you reset a row, its book quantity remains the historical value from which the reset was made, together with the purchase cost for the difference. These values no longer change when you reopen the inventory, change the book date, or use the quantity update function. If you need that row to be recalculated, first cancel the reset on it (“Cancel stock reset”), because only cancelling the reset also reverses the movement recorded in stock management.
[tags: stock management, inventory reset, update, add inventory, inventory preparation, physical quantities, script quantities, physical quantity, script quantity]