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Track Product Movements with Inventory Vouchers!

Learn about inventory vouchers, how they differ from invoices, when to use them, and how to create or convert them into purchase invoices.

Updated over a month ago

Inventory vouchers are documents used to record product additions or deductions. They help you manage your inventory and track product movements accurately.

The Difference Between Vouchers and Invoices

  • Invoices: Record sales or purchase operations. They affect inventory quantities and have a financial impact on your accounting records.

  • Inventory Vouchers: Track product movements in the inventory system. They affect quantities and inventory cost but have no accounting impact.


When Should You Use Inventory Vouchers?

  • When you receive products from a supplier before getting the purchase invoice:

    • Create an Add Voucher to update the inventory quantity.

    • Once you receive the invoice, convert the voucher into a Purchase Invoice to reflect the financial impact.

  • When you manufacture final products from raw materials (e.g., cakes, perfumes, or packaged coffee blends):

    • Create a Deduct Voucher for the raw materials (e.g., coffee beans, cardamom, packaging).

    • Then create an Add Voucher for the final product (e.g., custom coffee blend).

ℹ️ In these cases, all products involved — both raw materials and the final product — must be either single-type or multi-variant products for the process to work properly on the platform.


How to Create an Inventory Voucher

  1. Go to:
    Products & Inventory > Inventory Vouchers

    Choose:

    • Add Voucher to add products

    • Deduct Voucher to deduct products

  2. Fill in the following details:

    • Voucher Date

    • Branch where the quantity will be added or deducted

    • Notes (optional)

    • Products and their details

      ℹ️ The average product cost updates automatically after adding the voucher, ensuring accurate cost tracking.

      ℹ️ If you select a past date, your reports and account statements will reflect the change based on that date, but quantities update immediately.

    • Attachments (optional)

  3. Click Confirm


Convert Add Voucher into a Purchase Invoice

Once the Add Voucher is completed, click Purchase Invoice to convert it.

  1. Add the supplier and payment details

  2. Review the information

  3. Click Confirm

ℹ️ The average product cost is calculated when the voucher is added and cannot be changed when converting to an invoice. If you need to edit it, adjust the voucher before conversion to keep costs consistent across your sales transactions.


How to Edit Inventory Vouchers

If the voucher is Approved:

  1. Go to:
    Products & Inventory > Inventory Vouchers

  2. Click the 👁️ View icon

  3. Click the three dots in the top-left corner

  4. Choose Edit > Confirm

  5. Make the necessary changes

  6. Click Confirm

If the voucher is a Draft:

  1. Go to:
    Products & Inventory > Inventory Vouchers

  2. Click the ✏️ Edit icon

  3. Make the necessary changes

  4. Click Confirm

How to Delete Inventory Vouchers

  1. Go to:
    Products & Inventory > Inventory Vouchers

  2. Click the 🗑️ Delete icon

  3. Click Confirm


FAQs

Can I upload products using an Excel file when issuing inventory vouchers?

Yes, you can. Follow these steps:

  1. Go to:
    Products & Inventory > Inventory Vouchers

  2. Choose Add Voucher or Deduct Voucher

  3. Enter the main details
    Click Import Products

  4. Read the import instructions

  5. Download the Rewaa template

  6. Fill in the required data

  7. Upload the file to the platform

  8. Add attachments (if any)

  9. Click Confirm

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