How to start an Inventory file

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Create a new file

To create an Inventory file, you must have installed the Banana Accounting Plus version and take the following steps:

  • Menu File → New
  • Select Region and language
  • Select the Inventory type.

Set the basic data

Via File → File and accounting properties ... (Base data) set up your inventory data.

Set up the Articles table

In the Items table set the list of all your items.

For each item you must enter:

  • The Id to identify the item. You can use numbers, letters or both.
  • The description.
  • The initial quantity.
  • Initial price.
  • Unit price.

Once the data has been entered, the program automatically updates the values of all the columns of the Items table.

Set up the Locations table

If your company manages several inventories located in different locations, you can manage the incoming, outgoing and transfers of items for all inventories by setting the locations. You will be able to find out how many items with their relative values are in each inventory and evaluate whether it is necessary to transfer the goods from one inventory to another depending on the stock and sales requests.

In the Locations table you must enter:

  • the Id to identify the location
  • The description

Enter the movements of the articles

In the Transactions table enter purchases, sales and any transfers from one inventory to another.

  • Enter the date
  • Enter the date
  • The quantity in or out

Everything is done! The columns of the values will be updated automatically, at the same time also in the Articles table.

Item cards and reports

From the Report menu, Item cards you can get the cards of each item individually, by selection or for all items.

You can also get reports by item group and also by inventory location. The options are found in the Inventory cards dialog.

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