Growth and operations
How do I stop inventory and financial records disagreeing with each other?
Make sales, receipts, returns, adjustments, and transfers update inventory and financial records through the same controlled events. Reconcile by transaction rather than by manually changing totals. Investigate unmatched events instead of forcing the balances to agree.
What to check
- Which transactions affect both inventory and finance?
- Are the same order and item IDs used?
- Can unmatched transactions be listed for review?