Overminus (Summary Account)
The overminus document is a consolidated deficit report that records shortages and overages across warehouse items. It provides a summary view of stock discrepancies for accounting purposes.
How to Access
Navigate to: Sidebar > Warehouse > Overminus
Route: /warehouse/documents/overminus
Quick actions:
Overview
An overminus document aggregates deficit data for items in the warehouse. It is typically used after inventory counts or periodic reviews to formalize net shortages. After conducting, the document adjusts stock balances accordingly.
Document List
Columns
| Column | Description |
|---|---|
| No. | Document number |
| Date | Document date |
| Organization | Organization |
| Warehouse | Warehouse |
| Conducted | Posting status |
| Created | Creation date |
| Total | Document amount |
| Employee | Responsible employee |
| Note | Comment |
Creating a Document
Main Fields
| Field | Description | Required |
|---|---|---|
| Date | Document date and time | Yes |
| Organization | Organization | Yes |
| Warehouse | Warehouse | Yes |
| Note | Free-text comment | No |
Item Grid
| Column | Description |
|---|---|
| # | Row number |
| Item | Item name |
| Quantity | Deficit quantity |
| Price | Unit price |
| Total | Row total |
Step-by-Step Guide
- Go to Warehouse > Overminus.
- Click Add.
- Select the Organization and Warehouse.
- Set the Date.
- Add items with their deficit quantities and prices.
- Click Save, then Conduct.
FAQ
What is the difference between overminus and inventory?
Inventory is a physical count that compares actual vs. system quantities. Overminus is a summary document that formalizes the net deficit for accounting and reporting purposes.
When should I create an overminus document?
Typically after completing an inventory count, when you need a formal consolidated report of all shortages for a given period.
Does conducting affect stock?
Yes. Conducting an overminus document adjusts the warehouse stock balances to reflect the recorded deficits.