Routing the Inventory Accounts

Daftra system allows you to choose between two types of inventory account routing: either Automatic Assignment, where all financial transactions are directed towards the stock account that the system automatically creates, or Specify per each, allowing you to direct the transactions of each warehouse separately to a specific account.

 

• Note: Before you start, make sure to activate the Chart of Accounts App in your account.

Steps to route the Inventory Accounts

1. Click on “Accounting” from the main menu.
2. Click on “Accounting Settings”.
3. Click on the card labeled “Accounts Routing”.
4. Click on “Inventory” from the menu on the left.
5. Select the “Routing Type” for “Warehouses” and choose between:
   • Automatic Account Routing: The system automatically creates an inventory account in its designated place in the “Chart of Accounts”.
   • Specify per each: The system allows manual selection of the sub-account in the warehouse screen, directing any transactions to the specified sub-account instead of the default warehouse account. For more details, refer to the guide “Adding a New Warehouse”.
6. Click on the “Save” button.

• Note: In case of choosing “Automatic Account Routing”, you can specify the “Account” to which warehouse accounts are automatically routed and change the default choice of the system.