T -2: Set Stock levels

It's time to set your inventory levels in your new system. The last task in this stage is to check your Trial Balance.

Just before Launch T -4 we gave you a list of tasks that concluded with a Stock Count. If you have not already done this, you'll need to do it now.

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From Quickbooks
From another system
1

Import stock balances: No WMS? Use ‘Item import’. WMS? Use ‘WMS Stock import’.

Import stock balances: No WMS? Use ‘Item import’. WMS? Use ‘WMS Stock import’.

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2

Check Trial Balances: AR, AP, Stock Asset, and Pending Item receipt balances should match.

Check Trial Balances: AR, AP, Stock Asset, and Pending Item receipt balances should match.

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