web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / How do i keep track an...
Microsoft Dynamics RMS (Archived)

How do i keep track and enter in inventory??

(0) ShareShare
ReportReport
Posted on by amotahedy 35

Hey Guys,

I'm new to the forum and just got the Microsoft RMS at my workplace and i'm having issues with inventory.

What i want to how to do is:

-What is the best way to enter in and update inventory besides going to the items tab than finding the item, clicking on the inventory tab and than entering in the restock value? the issue i have with this is that if i have 250 items on hand and want to add in 140, i would have to add up 250 and 140 to get my inventory count. I dont mind doing the math its just a bit tedious going through all these steps just to enter in your incoming inventory?

-I have no clue what the Transfer Inventory In/Out is, can someone please explain to me what that is and would that be something i should consider?

By the way, all the answers in this forum is VERY MUCH helpful. I almost never do forums but you guys are AWESOME!!

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Spencer McCandless Profile Picture
    Spencer McCandless 2,087 on at

    Hi Amotahedy,

    In general, you want to receive new inventory using a purchase order. Implementation will obviously vary from business to business, but broadly speaking, you would create a purchase order when preparing to place an order, mark the order as placed once you have called/emailed it in, and receive it when it arrives. When purchase order is received and committed, the item quantities in your system will automatically update.  If you're not sure how to do this, I'd recommend reviewing the purchase order section in the store operations help file.

    Transferring inventory in and out works very similarly to to a purchase order, but represents non purchase item movement, such as items that are sent back to the vendor, or, if you have more than one location, moved between stores.

    This is a pretty broad question, so you'd probably do best to ask your RMS partner about training, as well as read through the user manual (which is essentially the Store Operations help file).

  • amotahedy Profile Picture
    amotahedy 35 on at

    Thanks alot SpencerM! I'll be looking into that user manual!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics RMS (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans