Stock · Guide 383 of 624

Move to perpetual inventory

If you started RockifyERP with periodic inventory, you can switch to perpetual inventory from a clean date.

How to do it in RockifyERP

  1. Agree a switch date with your accountant, ideally a period start.
  2. Do a full stock count and stock reconciliation at that date.
  3. Enable perpetual inventory on the company and set warehouse accounts.
  4. Post a journal to align the stock account with the stock ledger value.

Tip: Switch at a year or quarter start to keep reporting simple.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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