{"id":29934,"date":"2025-02-16T10:20:55","date_gmt":"2025-02-16T10:20:55","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=29934"},"modified":"2025-02-16T10:21:08","modified_gmt":"2025-02-16T10:21:08","slug":"transaction-addition","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/transaction-addition\/","title":{"rendered":"Addition Transaction"},"content":{"rendered":"<ol>\n<li>Click on\u00a0<strong>\u201cInventory\u201d<\/strong>\u00a0from the main menu.<\/li>\n<li>Click on\u00a0<strong>\u201cProducts &amp; Services\u201d<\/strong>.<\/li>\n<li>Review the desired product file.<\/li>\n<li>Click on the button\u00a0<strong>\u201cAdd Transaction\u201d<\/strong>.<\/li>\n<li>Enter the details of the transaction you want to add as follows:\n<ul>\n<li><strong>Requisition Data for Inventory:<\/strong>\n<ul>\n<li><strong>Date:<\/strong>\u00a0Set the date and time of recording the movement on the account.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Warehouse Data:<\/strong>\n<ul>\n<li><strong>Warehouse:<\/strong>\u00a0Select the warehouse affected by the product movement from the dropdown list.\n<ul>\n<li><strong>Note:<\/strong>\u00a0For the warehouse selection option to appear, there should be more than one warehouse in the account. For more details, see the guide\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-warehouse\/\"><strong>\u201cAdd Warehouse\u201d<\/strong><\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Other Information:<\/strong>\n<ul>\n<li><strong>Journal Account:<\/strong>\u00a0Determine the account affected by the transaction against the inventory value.\n<ul>\n<li><strong>Notes:<\/strong>\n<ul>\n<li>The default account in the system is\u00a0<strong>\u201cOther Payables\u201d<\/strong>\u00a0in case of addition.<\/li>\n<li>For the sub-account list to appear, you need to activate\u00a0<strong>\u201cChart of Accounts &amp; Journal Accounting\u201d<\/strong>\u00a0 app in the account. For more details, see the guide\u00a0<strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-chart-of-accounts-app\/\" target=\"_blank\" rel=\"noopener\">Activate General Accounts App<\/a>\u201c<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Notes:<\/strong>\u00a0Add any required notes in the dialog box.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Items:<\/strong>\n<ul>\n<li><strong>Unit Price:<\/strong>\u00a0Determine the cost price of the product, and specify the currency.<\/li>\n<li><strong>Quantity:<\/strong>\u00a0Determine the added\/deducted quantity of the product.<\/li>\n<li><strong>Stock Before:<\/strong>\u00a0The system will show you the product quantity in the warehouse before the transaction.<\/li>\n<li><strong>Stock After:<\/strong>\u00a0The system will show you the product quantity in the warehouse after the transaction.<\/li>\n<li><strong>Total:<\/strong>\u00a0The system will display the total price based on the product quantity.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Click on the\u00a0<strong>\u201cConfirm\u201d<\/strong>\u00a0button.<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2184],"tags":[],"class_list":["post-29934","tutorial","type-tutorial","status-publish","hentry","category-products-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Addition Transaction - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/transaction-addition\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Addition Transaction - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on\u00a0\u201cInventory\u201d\u00a0from the main menu. 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