GEM-CAR FAQ
Cleanup Tool - Recalculate Inventory Quantities (e.g. Merge Duplicate Lines)
When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors.
To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool.
Selecting the Recalculate Inventory Quantities (e.g. Merge Duplicate Lines) corrects inconsistencies and eliminates duplicates in inventory, ensuring accurate product counts.
This option improves inventory accuracy, reflecting the actual quantity of items available and avoiding problems of overstocking or product shortages. It also optimizes stock control, making the process faster and more efficient.
By simplifying management, it eliminates the confusion caused by duplicate entries, and makes it easier to visualize stock status. With better-organized data, reports become more reliable, facilitating decision-making.
Other Cleanup Tool options:
- Remove 0s in front of product codes
- Make products without inventory quantity inactive
- Disable “Bill to” in Client
- Make categories without products inactive
- Delete unused locations
- Delete products that are inactive and not in inventory and packages
- Clean up duplicate clients (put -1, -2, etc...)
- Reassign category configurations to estimate products (accounting accounts)
- Remove duplicated vehicles
- Put the “Show on invoice” and “Show on quote” boxes checked on all products
- Remove spaces in plate number fields (vehicles)
- Renumber clients in numerical order (starting with 100)
Posted
1 week
ago
by
Bianca da Silveira De Amorim
#2267
8 views
Edited
6 days
ago