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cytech / BillingTrack

BillingTrack quote, invoice, workorder management
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Stock quantity of product is not decreasing #24

Closed mgruszka-ops closed 3 years ago

mgruszka-ops commented 3 years ago

Hello Cytech, I've just installed version 5.3.1 and found that in Utilities -> Products -> Stock quantity is not bring changed (decreased) when an invoice is created (draft or send via email).

In System Settings, under Invoices property "Update Product Table Quantity" is set to yes.

cytech commented 3 years ago

In the product, the inventory type has to be set to either: Rental, Resale, Raw Materials, W.I.P, or Finished Goods in order to be tracked. I need to add this to the documentation.

mgruszka-ops commented 3 years ago

Unfortunately still seems that it doesn't work for me. What I did:

  1. I've started once again from empty database and run setup wizard.
  2. Then I checked that in system settings the "Update product quantity" is "Yes" for invoices and PO.
  3. Also set "Push active Products to Item Lookups?" to yes.
  4. Created a new product with name, description, sales price, active (selected), vendor, cost, category, inventory type (set to RAW) filled in.
  5. From product list, I've created new PO with this one product (qty 1) and preceded it to "received state". Quantity of this product has increased.
  6. Selected infuse from left menu, created new, added new client name, added existing product (from drop down list) with qty 1. Saved.
  7. Changed invoice to "Send" status.
  8. Checked on Products if is 0 - no, it didn't decreased.
cytech commented 3 years ago

i think it is procedural. when creating the invoice, use the "add item from lookup" button to select the item. It then decrements the stock quantity. If selected from the autocomplete list, it does not associate the product properly. I'll look into this when i get a chance..

cytech commented 3 years ago

also note, that if you change invoice status, it has to be done within the invoice for the product to update stock correctly. If you change status in the invoice list, it currently does not propagate the product quantity. This is also on the fix list.

mgruszka-ops commented 3 years ago

"add item from lookup" - did the trick. Works well. This solution is sufficient for me.

Thank you

cytech commented 3 years ago

fixed v5.3.2