Goods Issued: Batch Updates and Copying

How to Update Multiple Goods Issued Transactions

1. Display a list of Goods Issued Transactions.

2. Click Action (button) > Batch Update.

3. Select an option from the Batch  Update dropdown list and fill in the required information:

   • Status: Select a Status from the dropdown list of statuses.

   • Reference: Type a Reference in the provided block.

   • Category: Select a Category from the dropdown list of categories.

   • Entity: Select an Entity from the dropdown list of entities.

4. Click Update (button).

How to Update Multiple Goods Issued Items

1. Display a list of Goods Issued Items.

2. Click the items to change (use ctrl + left-click to select multiple items).

3. Click Action (button) > Batch Update.

4. Select an option from the Batch Update dropdown list and fill in the required information:

   • Assign to: Select a User from the dropdown list of users.

   • Credit: Select a Ledger Account to credit (e.g. Stock on Hand).

   • Debit: Select a Ledger Account to debit (e.g. Cost of Sales).

   • Department: Select a Department from the dropdown list of departments.

   • Qty: Type the Quantity of Goods Issued. 

   • Status: Select a Status from the dropdown list of statuses to change the Items' Statuses. 

   • Unit Cost: Type a Unit Cost in the provided block.

   • Unit Price and /Qty:  Type a Unit Cost in the first block and the quantity included in the unit cost in the second block.

   • VAT: Select a Default VAT Type in the first block and/or whether the price Includes (Inc) or Excludes (Exc) VAT in the second block.

   • Start Date: Set a Start Date by selecting a Date from the popup calendar in the first block and adjusting the time in the second block.

   • Due Date: Set a Due Date by selecting a Date from the popup calendar in the first block and adjusting the time in the second block.

5. Click Update (button).

How to Copy Goods Issued Transactions to Customer Invoices

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right-click the transaction you want to copy and select Copy to Customer Invoices from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Customer Invoices.

1. Display a list of Goods Issued Transactions.

2. Select the Goods Issued transactions to copy that have a transaction Status of Complete.

3. Click Actions (button) > Copy to Customer Invoices.

4. Confirm the copy on the pop-up.

How to Copy Goods Issued Transactions to Delivery Notes

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right-click the transaction you want to copy and select Copy to Delivery Notes from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Delivery Notes.

1. Display a list of Goods Issued transactions.

2. Select the Goods Issued transactions to copy that have a transaction status of Active.

3. Click Actions (button) > Copy to Delivery Notes.

4. Confirm the copy on the pop-up.

5. The Status of the transaction will be changed to Complete.

How to Copy Goods Issued Transactions to Goods Returned

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right-click the transaction you want to copy and select Copy to Goods Returned from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Goods Returned.

1. Display a list of Goods Issued Transactions.

2. Select the Goods Issued transactions to copy that have a transaction status of Complete.

3. Click Actions (button) > Copy to Goods Returned.

4. Confirm the copy on the pop-up.

5. The goods-returned transaction will be created, but not opened.

How to Copy Goods Issued Transactions to Sales Returns

ℹ️ To copy a single transaction:

1. On the list of Goods Issued transactions, right-click the transaction you want to copy and select Copy to Sales Return from the context menu.

2. From within the Goods Issued transaction, click Actions(button) > Copy to Sales Return.

1. Display a list of Goods Issued transactions.

2. Select the Goods Issued transactions to copy that have a transaction Status of Complete.

3. Click Actions (button) > Copy to Sales Return.

4. Confirm the copy on the pop-up.

5. The Sales Return transaction will be created, but not opened.

Related Topics

• View Goods Issued Transactions, Customise Views, Print, Export and Email Reports

• Goods Issued Tutorial: Creating and Editing Goods Issued Transactions

• Reference: Goods, Issued, Received, or Returned