Post Inventory Transactions

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:

1. Navigate to Job Projects > Inventory > Post Inventory Transactions.
2. Select the relevant job project from the dropdown list.
3. Enter Transaction Details:
   • Date – Enter the date of the transaction.
   • Reference – Provide a reference number for the transaction.
   • Description – Add a brief description of the transaction.
   • Quantity – Specify the quantity of items involved in the transaction.
   • Unit Price – Enter the unit price of the items.
   • Total Amount – The system will automatically calculate the total amount based on the quantity and unit price.
4. Double-check all entered details for accuracy.
5. Click on Post to finalise the transaction.

For more detailed instructions, please refer to the Job Projects > Inventory > Post Inventory Transactions article.