Inventory Management Guide

version: 2026 R1

Inventory Management
Overview of the Inventory Processes
Warehouses in Acumatica ERP
Managing Warehouses
Warehouses: General Information
Warehouses: Configuration Prerequisites
Warehouses: Implementation Activity
Warehouses: Related Report and Inquiry Forms
Managing Warehouse Locations and Processing Single-Step Transfers
Warehouse Locations and Single-Step Transfers: General Information
Warehouse Locations and Single-Step Transfers: Configuration Prerequisites
Warehouse Locations and Single-Step Transfers: Implementation Activity
Warehouse Locations and Single-Step Transfers: Mass Processing of Documents
Warehouse Locations and Single-Step Transfers: Process Activity
Warehouse Locations and Single-Step Transfers: Related Report and Inquiry Forms
Processing Two-Step Inventory Transfers
Two-Step Transfers: General Information
Two-Step Transfers: Implementation Checklist
Two-Step Transfers: Generated Transactions
Two-Step Transfers: Mass Processing of Documents
Two-Step Transfers: Process Activity
Two-Step Transfers: Related Report and Inquiry Forms
Creating Reason Codes for Inventory Transactions
Reason Codes: General Information
Reason Codes: Configuration Prerequisites
Reason Codes: Implementation Activity
Creating Posting Classes
Posting Classes: General Information
Posting Classes: Configuration Prerequisites
Posting Classes: Implementation Activity
Creating Units of Measure
Units of Measure: General Information
Units of Measure: Configuration Prerequisites
Units of Measure: Implementation Activity
Creating Availability Calculation Rules
Availability Calculation Rules: General Information
Availability Calculation Rules: Configuration Prerequisites
Availability Calculation Rules: Implementation Activity
Availability Calculation Rules: Related Report and Inquiry Forms
Creating Item Classes for Stock Items
Item Classes for Stock Items: General Information
Item Classes for Stock Items: Configuration Prerequisites
Item Classes for Stock Items: Implementation Activity
Item Classes for Stock Items: Related Reports and Inquiries
Creating Stock Items
Stock Items: General Information
Stock Items: Identifiers of Items
Stock Items: Units of Measure
Stock Items: Units of Measure That Are Not Divisible
Stock Items: Configuration Prerequisites
Stock Items: Implementation Activity
Stock Items: Change of an Inventory Account for an Item
Stock Items: Attributes
Stock Items: Report and Inquiry Forms
Managing Items with Lot and Serial Numbers
Items with Lot and Serial Numbers: General Information
Items with Lot and Serial Numbers: Tracking Settings
Items with Lot and Serial Numbers: Numbering Settings
Items with Lot and Serial Numbers: Lot and Serial Attributes
Items with Lot and Serial Numbers: Implementation Checklist
Items with Lot and Serial Numbers: Implementation Activity
Items with Lot and Serial Numbers: To Purchase and Sell Serialized Items
Items with Lot and Serial Numbers: To Sell Items in Lots
Items with Lot and Serial Numbers: To Purchase and Sell Lot-Numbered Items that Expire
Items with Lot and Serial Numbers: Related Report and Inquiry Forms
Managing Matrix Items
Matrix Items: General Information
Matrix Items: Configuration Prerequisites
Matrix Items: Implementation Activity
Matrix Items: To Purchase Matrix Items
Matrix Items: To Sell Matrix Items
Matrix Items: Related Report and Inquiry Forms
Creating Non-Stock Items
Non-Stock Items: General Information
Non-Stock Items: Identifiers of Items
Non-Stock Items: Rules of Line Completion and Closure
Non-Stock Items: Configuration Prerequisites
Non-Stock Items: Implementation Activity
Non-Stock Items: Related Forms and Reports
Creating Service Items
Service Items: General Information
Service Items: Configuration Prerequisites
Service Items: Implementation Activity
Service Items: Related Forms
Security of Inventory Entities
Inventory Item Security
Warehouse Security
Managing Inventory Kits
Inventory Item Kits
Stock Kits
Non-Stock Kits
To Create a Stock Kit
To Create a Specification for a Stock Kit
To Add a Revision to a Stock Kit
To Assemble a Stock Kit
To Disassemble a Stock Kit
To Create a Non-Stock Kit
To Create a Specification for a Non-Stock Kit
Managing Hierarchical Item Classes
Hierarchy of Item Classes
Managing Item Cross-References
Item Cross-References
Barcode Support
Managing Subitems
Inventory Subitems
Processing Inventory Transactions
Inventory Transactions
Inventory Receipt Processing
Inventory Issue Processing
To Enter an Inventory Receipt
To Enter an Inventory Issue of the Issue Type
To Enter an Inventory Issue of the Invoice Type
To Enter an Inventory Adjustment
Configuring Basic Inventory Processes
Configuration of Physical Inventory
Types of Physical Inventory
To Create a PI Type for a Full Count
Configuring Advanced Physical Inventory
Inventory Ranking Methods
Cycle Counting Configuration
To Create Physical Inventory Cycles
To Assign a Stock Item to a Physical Inventory Cycle
To Create a Physical Inventory Type for Counts by Cycles
To Create a Physical Inventory Type for Cycle Counts by Frequency
Configuration of Physical Inventory Counts by ABC Codes
To Create ABC Codes
To Assign an ABC Code to a Stock Item
To Create a Physical Inventory Type for an ABC Code
To Create a Physical Inventory Type for Counts by ABC Code and Frequency
Managing Item Costs and Valuation Methods
Item Costs and Valuation Methods: General Information
Item Costs and Valuation Methods: Implementation Checklist
Item Costs and Valuation Methods: Transactions That Record Costs in Layers
Item Costs and Valuation Methods: Average Method
Item Costs and Valuation Methods: To Sell Items with the Average Method
Item Costs and Valuation Methods: FIFO Method
Item Costs and Valuation Methods: To Sell Items with the FIFO Method
Item Costs and Valuation Methods: Specific Method
Item Costs and Valuation Methods: To Sell Items with the Specific Method
Item Costs and Valuation Methods: Standard Method
Item Costs and Valuation Methods: To Sell Items with the Standard Method
Item Costs and Valuation Methods: Inclusion of Tax Amounts in Costs for Stock Items
Item Costs and Valuation Methods: Items with a Negative On-Hand Quantity
Item Costs and Valuation Methods: Related Forms and Reports
Counting Physical Inventory
Physical Inventory Counts
Preparation for Physical Count
To Prepare a Physical Inventory Count
To Export a Count Sheet to an Excel Spreadsheet
To Print Count Sheets
To Print Tags
To Enter the Count Data
To Enter the Count Data for New Items
To Import the Count Data From an Excel Spreadsheet
To Complete the Physical Inventory Count
Closing Inventory Periods
Financial Period Closing in the Inventory Subledger
Reconciliation of the Cost of Inventory with the Account Balance
To Review Unprocessed Inventory Transactions
To Close Financial Periods in Inventory
To Reopen a Financial Period in Inventory
Calculating Inventory Turnover
Inventory Turnover: General Information
Inventory Turnover: Mass-Processing of Calculations
Inventory Turnover: To Calculate Inventory Turnover
Changing Stock Status of Items
Stock Status of Items: General Information

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