Opening balances
Stock entering
Enters opening inventory balances as of the system start date.
Enters opening inventory balances as of the system start date.
How to open
- Settings → Balances → Opening Inventory Balance
Opening requires view permission. Saving requires edit permission, and posting or unposting requires post permission when the form supports those actions.
Form and fields
The form contains General info, Files tabs. The tables use Nomenclature, Unit, Coefficient, Quantity, Basic cost price, Warehouse, Book account, Variation columns.
| Field | Required | How to complete |
|---|---|---|
| Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Default Warehouse | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Zero Account | Yes | Select an available value; the available choices depend on the context already entered. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Nomenclature | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Variation | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Unit | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Book account | When required by the form | Select an available value; the available choices depend on the context already entered. |
Saving and result
Complete every visible field marked with an asterisk, verify lines and totals, and save the document. If the module supports posting, use Save and post after verification.
Posting creates opening quantity and value balances by storage location.