Shepherd will automatically create a transaction for all received, counted, and invoiced inventory—but sometimes you'll need to track your inventory in other ways or make manual adjustments.

Come to think of it, the Transaction section is a bit of a Swiss Army knife. From here, you can:

  • Get a high level view of all transactions (see what's tracked)

  • Manually adjust your inventory for losses, returns, etc. (learn how)

  • Take a deeper dive into an individual transaction

    Tip: Select the number in the ‘#’ column to go directly to the corresponding page (purchase will bring you to its purchase order, invoice to its invoice, etc.)

To get there go to Inventory > Transactions.

Adding a New Transaction

If you need to make a manual adjustment to your inventory, you'll need to create a new transaction. To create a new transaction, select the 'Add New' button at the top of the transaction screen.

Each new transaction will require you to add

  • Type (see list above)

  • Product

  • Quantity

  • Date

  • Notes (optional)

What Transactions are Tracked

The transactions section allows you to measure the following groups/types of inventory movement (as well as make your own):

  • Inventory count: in

    • Inventory surplus

    • Inventory count

  • Inventory count: out

    • Inventory deficit

  • Returns

    • Customer returns

  • Purchase

  • Adjustments

  • Return to supplier

  • Sales

    • Invoice

  • Shrinkage

    • Damage

    • Expired

    • Stolen

Although you can still manually create a transaction for returns, when returning an item, you will now be asked if you would like to automatically return the amount directly to Inventory.

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