This section covers the process of posting inventory transactions within SapphireOne. Posting transactions is crucial for maintaining accurate inventory records and ensuring that all job project-related inventory movements are correctly accounted for. The steps are as follows:
- Navigate to Job Projects > Inventory > Process and then select the Post Transaction item. SapphireOne will display the Posting screen ready for the user to select the items for posting.
- Selection – Select the transactions that you want to post.
- Indicator – A small
(MacOS) or a + sign (Windows) appears on the last column of each item’s line to indicate that they are marked for posting.
- Checking – Ensure that the necessary transactions have been correctly selected for posting.
- Posting – Click on the green tick button on the main toolbar to post the selected transactions.
For more detailed instructions, please refer to the Job Projects > Inventory > Post Inventory Transactions article.