A megaventory Document is a -multiple row- online form that includes a product and the product's quantity per row.
By issuing documents of a specific Document Template you move stock in and out of your location(s). Depending on the Document Template (see list below), a Document may also include product pricing information per row. For example, a Sales Invoice or a Sales Quote (and others) are megaventory Documents that include product pricing information.
On the other hand, an Internal Transfer or a Ship on Consignment document does not include pricing information and therefore, they only affect the stock.
In megaventory the following Documents Templates are predefined when you create a fresh account:
Purchase Bill - Adds Stock and Updates the Product Costs of the products included in the Document. Abbreviated BILL.
Sales Invoice - Reduces Stock and Updates Product Revenues of the products included in the Document. Abbreviated SI.
Internal Transfer - Reduces quantity of the products included in the Internal Transfer Document from one Inventory Location and Adds this quantity of products to another Inventory Location. Abbreviated INTRANS.
Receive On Consignment - Adds Stock without updating Product Costs. Abbreviated R-CONS.
Ship On Consignment - Reduces Stock without updating Product Revenues. Abbreviated S-CONS.
Consignment Bill - Does not Affect Stock - Updates Product Costs. It may be attached to a Receive on Consignment Document. Once attached, the Receive on Consignment Document will get an 'Invoiced' status. Abbreviated CONS-BILL.
Consignment Invoice - Does not Affect Stock - Updates Product Revenues. It may be attached to a Ship on Consignment Document. Once attached, the Ship on Consignment Document will get an 'Invoiced' status. Abbreviated CONS-INV.
Shipping and Handling Bill - Cannot be issued independently but should be related to a Purchase Bill or a Consignment Invoice. By issuing this document one can add handling/shipping costs to a Purchase Bill or a Consignment Invoice for landed cost calculations of received products. Abbreviated HANDLBILL.
Return from Client and Credit - Cannot be issued independently but should be related to a Sales Invoice (SI) or a Consignment Invoice (CONS-INV). By issuing this Document, you are returning products that were associated with a sale and hence you will increase product stock and update product revenues and costs. Abbreviated GRC-CR.
Return from Client - Cannot be issued independently but should be related to a Ship on Consignment (S-CONS) Document. By issuing this Document, you are returning products that were not associated with a sale (they were just consigned/shipped) and so, you will just increase product stock. Abbreviated GRC.
Return to Supplier and Credit - Cannot be issued independently but should be related to a Purchase Invoice (PI) or a Consignment Bill (CONS-BILL) Document. By issuing this Document, you are returning products to your supplier that were associated with a purchase. Issuing this document will reduce product stock and update product costs. Abbreviated GRS-CR.
Return to Supplier - Cannot be issued independently but should be related to a Receive on Consignment (R-CONS) Document. By issuing this Document, you are returning products to your supplier that were not associated with a purchase (they were just received without a bill). Issuing this document will reduce product stock and update product costs. Abbreviated GRS.
Adjustment Plus - This document is created while in the process of doing a physical inventory in the Inventory Adjustment page. It is used to add quantity and match the quantity of the physical count. The same document is used to log the initial quantities. Issuing this document will increase product stock and update product costs. Abbreviated ADJPL.
Adjustment Minus - This document is created while in the process of doing a physical inventory in the Inventory Adjustment page. It is used to reduce quantity and match the quantity of the physical count. Issuing this document will reduce product stock. Abbreviated ADJMI.
Sales Quote. This document handles a quotation process. Abbreviated QUOTE.
Sales Order. This document handles a sales order process. Abbreviated SO.
Purchase Order. This document handles a purchase order process. Abbreviated PO.
You may create your own custom Document Templates and define their behavior, names and appearance (Megaventory supports a fully customizable header & footer). In some cases this is extremely handy (such as when one Megaventory account is used in a multiple company set-up). To create a document Template, one should navigate to Menu > Document Templates > New Document Template:
Or login to your account.