Viewing and Editing Inventory

Click the View Inventory button to start Excel and display the Inventory spreadsheet in the selected workbook. The spreadsheet Inventory will be displayed showing just the items you have specified by the filter. If you have checked the Sort by Location checkbox, the items will be sorted first by location then by ID; otherwise the items will be sorted by ItemID.

The columns are filled in with data from the Peachtree Line Item records as shown on the Peachtree Maintain Inventory form. The information shown in the columns is as follows:

A	Item ID
B	Type
C	Description
D	Location
E	Unit
F	Peachtree quantity on hand as of the Count Date.
G	Unused
H	Count – this is where your physical inventory count should be entered.
I	Unused
J	Comment – put whatever you want here during counting. The field is ignored during update.

You cannot change the contents of columns A-G.

Updating Inventory in Peachtree

You should notice a small floating form lableled “Inv. Adjust” on top of the spreadsheet in the lower right of your screen. If you click the Reconcile button on this form, the new counts you have entered will be used to create Inventory Adjustment Journal transactions. If the Peachtree posting method is set to batch, the transactions will be entered directly into your Peachtree company database and you must post the Inventory Adjustment journal in Peachtree to complete the process. If the Peachtree posting method is set to real-time, the transactions cannot be entered directly into your Peachtree company database, so a Peachtree Import file containing the transaction data is created instead and you must manually import the data using Peachtree to enter the transactions.

If you click the Cancel button, the workbook will be closed without updating Peachtree.