How to use backdate stock transfers¶

In daily operation, there are some warehouse operations where you need to transfer goods or adjust inventory at the present date but record them on a past date. For example, when you first start using the system, you have to add the opening balance of the previous year. The Backdate stock transfers in inventory operations feature supports you in setting a date in the past (backdate) easily.

Requirements

This tutorial requires the installation of the following applications/modules:

Inventory & Supply Chain Management

Inventory backdate

Stock transfer backdate

Module installation¶

To install the Inventory backdate module, go to Viindoo Apps, search for the keyword viin_stock_backdate in the search bar, select module Inventory Backdate, and click the Activate button.

Install inventory backdate module in Viindoo

Access right in Inventory Backdate¶

By default, only the users with the Inventory/Administrator right can use the inventory backdate function in the Inventory app. Other users need to have advanced decentralization at Stock Backdate Operations as shown in the image below.

How to use backdate in inventory operations¶

Stock transfers¶

To create a backdate stock transfer(receipts or deliveries), go to the transfer on the Purchase order and click on the Validate button.

A window pop-up that allows you to select a date in the past. For example, the present date is February 28th, 2024, but you want to change it to February 26th, 2024 instead. Select your desired past date and click the Validate button.

The active date will be the past date you selected above.

Warning

If you choose a future date, the system will alert and prevent you from validating.

Inventory Adjustments¶

For example, you start the inventory adjustment on December 31st, 2024, and it takes you until February 28nd, 2024 to finish due to the high stock volume. To change the adjustment date to December 31st, 2021, go to Inventory ‣ Operations ‣ Inventory Adjustments, find the product, fill the counted quantity and click Apply.

Now a widget is shown for you to choose the backdate.

The accounting date on the inventory adjustment journal entry will be the backdate, too.

Scraps¶

To record a scrap date in the past, go to Inventory ‣ Operations ‣ Scrap Orders, choose the scrap order, and press the Validate button.

There appears a widget for you to choose the actual scrap date in the past.

Now the date on the scrap order is the backdate.