Hi Nick Manuel ,

Thanks for reaching out. It sounds like you're dealing with a common challenge in managing inventory for larger jobs where materials are pulled but not immediately invoiced. To keep your stock levels accurate in Sage 50 Canada, you might consider the following approach:

1. Use Work Orders or Job Costing: By setting up a job or project for each large fabrication job, you can allocate materials to that job directly, which will reduce your available inventory without needing to invoice immediately. This helps you track material usage more accurately. You can learn more about using job costing in Sage 50 here.

2. Create an Inventory Adjustment: Instead of waiting for the final invoice, you can create an inventory adjustment each time materials are pulled for a job. This adjustment can be linked to the specific job or project, ensuring your stock levels reflect the actual usage. More details on how to handle inventory adjustments can be found here.

3. Utilize Purchase Orders: If you often have long lead times on these jobs, using purchase orders to allocate the materials before they are used can help. This won’t affect your actual inventory levels until the materials are pulled, but it allows you to plan and track more effectively. You can explore this further by visiting this resource.

4. Regular Stock Counts: Periodic stock counts, perhaps aligned with the start or end of major projects, can help reconcile any discrepancies between your physical inventory and what is reflected in Sage. For guidance on conducting stock counts, refer to this article.

Implementing one or more of these methods should help you maintain a more accurate view of your inventory and reduce the time spent checking stock levels for customer requests.

If this helps please mark it as verified :)

Warm Regards,
Erzsi

It sounds like jobs/projects would be the way to go for us.  These larger jobs are generally bids where we have done an official quote so we'd have a budget set up for the job, and as we attribute materials and labor to the job we'd be able to track where we are in terms of our quote.

Thanks!

Nick

It sounds like jobs/projects would be the way to go for us.  These larger jobs are generally bids where we have done an official quote so we'd have a budget set up for the job, and as we attribute materials and labor to the job we'd be able to track where we are in terms of our quote.

Thanks!

Nick