Viewing and Editing Inventory
Click the View/Edit Inventory button to start Excel and display the inventory spreadsheet in the
selected workbook. The spreadsheet will be displayed showing just the items you have specified
by the filter. If you have checked the Sort by Location checkbox, the items will be sorted first by
location then by ID; otherwise the items will be sorted by ItemID.
The columns are filled in with data from the Peachtree Line Item records as shown on the
Peachtree Maintain Inventory form. The information shown in the columns is as follows:
|
A
|
Item ID
|
|
B
|
Type
|
|
C
|
Description
|
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D
|
Location
|
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E
|
Unit
|
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F
|
Peachtree quantity on hand as of the Count Date.
|
|
G
|
Unused
|
|
H
|
Count – this is where your physical inventory count should be entered.
|
|
I
|
Unused
|
|
J
|
Comment – put whatever you want here during counting. The field is ignored during
update.
|
You cannot change the contents of columns A-G.
When done editing, save the workbook.
Updating Inventory in Peachtree
If you click the Update Peachtree button on this form, the new counts you have entered will be
used to create Inventory Adjustment Journal transactions. If the Peachtree posting method is set
to batch or smartposting, the transactions will be entered directly into your Peachtree company
database and you must post the Inventory Adjustment journal in Peachtree to complete the
process.
If the Peachtree posting method is set to real-time, the transactions cannot be entered directly
into your Peachtree company database, so a Peachtree Import file containing the transaction
data is created instead and you must manually import the data using Peachtree Import to enter
the transactions.
If you close the form without clicking Update Peachtree the application closes without updating
Peachtree or creating an ADJUST.CSV (depending on Mode: Real-Time, Batch or Smartposting).