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Adding Opening Values

Create, edit and delete opening quantities in the inventory tracker.

Sam Seymour avatar
Written by Sam Seymour
Updated over 3 weeks ago

When setting up your farm on Figured, you may want opening balances for all of the products or inventory that you already have on hand. This is useful for setting up the opening position of your farm, creating the quantities and value already in store.

Use Inventory to create, edit and delete opening values for both purchased and homegrown products. You can add these opening values directly through +Add Transaction & Add Opening Value. When entering an opening value you need to include the date, product, usage, and quantity. For your crops in store, the value populates automatically from your saved Homegrown Valuations.

Note: if this is the first time you've created an opening for a product, you can add the transactions directly in the table. To do this, switch over to the Homegrown or Purchased Inventory tab and click on the Opening cell for the product. This is useful for quickly setting up your farm in Figured.

To edit or delete an opening value you can follow the blue hyperlinks or click View Transactions and filter for the product. From there, clicking on the pencil will bring up the transaction, which gives the option to edit or delete.

Note: when creating opening quantities the date selector only allows a selection within the Global Date Selector (GDS) settings.

If you can’t find the product you want to add, you might need to enable or create it in the Product List. This is where you can tick all of the products you use on farm, or add your own custom products if they don’t exist already. Find out how to do this here.

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