Additions and Deductions - Empower Your Inventory System

Additions and Deductions Overview

Additions and Deductions allow you to schedule additional lines to Inventory transactions based on the Inventory items already added. For example, you may add a levy deduction, then based off the inventory contained in the levy deduction SapphireOne will automatically add a line to your transaction for a levy.

To set up this functionality the user must first create a non diminishing Inventory Item for the Addition or Deduction as required. The user then selects the Additions / Deductions option from the Inventory drop down menu on the main toolbar. The following items should be considered.

  • Linked Inventory – Any Addition or Deduction may be linked to any one or all of the Base Inventory items.
  • Inventory Data entry – Apart from the ID and Name of the Inventory Item, no additional data is to be entered to it as SapphireOne will look in the Inventory Item first, and then proceed to the Addition / Deduction it has been linked to for additional details.
  • ID’s – The ID entered here for an Addition or Deduction is not linked outside this function, so the same ID may be used here and for the Inventory Item it is linked to if required. Of course they can be different, so some planning of ID’s will be required if, for example, you are an importer or grower and have to deal with a number of scenarios with a number of levies deductions to be considered.
  • Usage – Once established, SapphireOne will append an additional Inventory line to transactions automatically removing the requirement for users to remember to add these additions or deductions to a transaction.

Additions / Deductions Inquiry

To obtain full details for your Additions and Deductions, select either Look  or Modify. To Edit you can either double click on your Additions and Deductions  or you can click on the line once and select Modify .

To create a new Additions and Deductions entry, navigate to the menu bar and select Plus , or type shortcut ‘command/ctrl N’.

Inventory Addition / Deduction Area

  • Adjustment – First select whether this rule is to be an Addition or a Deduction. When Deduction is selected a value will be removed from an item, while for an Addition, a value will added to an item.
  • ID – Enter the ID for the new rule. If you plan to have a number of them give some consideration to the ID’s that you will be giving to these rules.
  • Name – Enter in a Name for the new rule. If you plan to have a number of them give some consideration to the Name that you will be giving to these rules.
  • Charge – Select from Levy, Royalty, Freight and Pallet.
  • Company – Allows for the association of the relevant company
  • Inventory – Allows for the selection of the relevant Inventory record to append.
  • Calculation – A calculation may be setup for an Addition or Deduction. This is based on the selection made for the radio buttons which is the first option when entering data in to this area. The options are the same for a Deduction or an Addition.
    • Fixed amount – This is entered as a dollar amount and will be added or removed from each Inventory item.
    • % of Transaction – This is added to or removed from the total value of the transaction.
    • Rate per Qty – A rate entered as a percentage will be added to or removed from an item based on the quantity in the invoice.
    • Rate per Weight – Entered as a percentage or fixed value.
    • Rate per Pallet – Pallet companies charge for the supply of pallets so this charge may be added as a fixed value for each pallet that is used on an invoice.
  • Stakeholder – Select the stakeholder type:
    • Client – Allows for the establishment of these transaction lines as related to a particular client.
    • Vendor – Allows for the establishment of these transaction lines as related to a particular vendor.
  • Client ID / Vendor ID – This dynamic field will reflect the option selected in Transaction Type and allows for the association of the relevant client or Vendor with the Inventory Transactions.
  • Transaction – Select the transaction type:
    • Sales – Allows for the establishment of these transaction lines as related to Sales.
    • Purchases – Allows for the establishment of these transaction lines as related to Purchases.

Notes Area

Any notes that are required for this class may be entered here. You can select the Green clock icon to add Time and Date stamps to your notes. You can also highlight the text in the Notes area and right mouse click to customise the Font, Style, Colour and Background Colour to your preference.

Dictation and Speech to Text Overview

SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.

This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.

Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.

Linked Inventory Area

In the Linked Inventory Area individual Inventory items may be linked to the Addition / Deduction by using the button. A group of Inventory items may be linked at the same time by selecting Multi Link button at the bottom of the screen.

The Linked Inventory Area will then display a list of Inventory items which the Additions and Deductions rule is now linked to.


You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

Was this helpful?

Previous Article

Open to Buy

Next Article

Inventory Alarm