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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

ColumnDescription
No.Document number
DateDocument date
OrganizationOrganization
WarehouseWarehouse
ConductedPosting status
CreatedCreation date
TotalDocument amount
EmployeeResponsible employee
NoteComment

Creating a Document

Main Fields

FieldDescriptionRequired
DateDocument date and timeYes
OrganizationOrganizationYes
WarehouseWarehouseYes
NoteFree-text commentNo

Item Grid

ColumnDescription
#Row number
ItemItem name
QuantityDeficit quantity
PriceUnit price
TotalRow total

Step-by-Step Guide

  1. Go to Warehouse > Overminus.
  2. Click Add.
  3. Select the Organization and Warehouse.
  4. Set the Date.
  5. Add items with their deficit quantities and prices.
  6. 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.