{"id":158185,"date":"2026-10-26T07:39:55","date_gmt":"2026-10-26T07:39:55","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/adding-opening-inventory-balances\/"},"modified":"2026-11-11T14:47:03","modified_gmt":"2026-11-11T14:47:03","slug":"adding-opening-inventory-balances","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-inventory-balances\/","title":{"rendered":"Adding Opening Inventory Balances"},"content":{"rendered":"
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The opening balance for Inventory is the quantity of products physically in the warehouse when you start working on the system, or carried forward from a previous financial period. You record it using a Manual Addition Requisition<\/strong> so that it affects both quantity and value.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> You need permission to add Requisitions, and the Inventory app must be enabled. You can set permissions from Roles<\/strong><\/a>.<\/p>\n<\/div>\n

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Table of Contents<\/p>\n

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  1. When should you record the opening balance?<\/strong><\/a><\/li>\n
  2. Steps to add the opening balance<\/strong><\/a><\/li>\n
  3. Field descriptions<\/strong><\/a><\/li>\n
  4. Copying items from a spreadsheet<\/strong><\/a><\/li>\n
  5. Rules and restrictions<\/strong><\/a><\/li>\n
  6. Error messages and solutions<\/strong><\/a><\/li>\n
  7. Impact on the system<\/strong><\/a><\/li>\n
  8. Alternatives<\/strong><\/a><\/li>\n
  9. Frequently asked questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    When should you record the opening balance?<\/h2>\n

    Recording the opening balance is optional<\/strong>. You can start right away by adding Purchase Invoices, Sales invoices, and other documents without recording it; a Purchase Invoice adds quantities to Inventory, and a Sales invoice deducts them.<\/p>\n

    Record the opening balance if you had goods in the warehouse before you started using the system, so that:<\/p>\n