How Can We Help?
-
Getting Started
-
Employees
-
Products / Items
- Adding images to items
- How to check Sales/Purchase price history of an Item
- How to create/edit Item Category
- How to assign item location
- Supplier Product Code and its use in AtheaSuite
- How to set minimum order quantity for an Item in AltheaSuite
- How to Create Custom Fields for Items
- Importing Item List
- How to make an Item Inactive
- How to Create Custom Measuring Units
- How to Create a Group Item
- Creating Combo Items
- Linked Combo Group
- How to bulk update item sales price
- How to Check Price and Stock
- How to Add New Item
- How to Create Non-Inventory Item
- How to Use Bulk Updater
- How to Create and Add Item Attributes
- How to Break Group Items into Child Items
- Show all articles ( 10 ) Collapse Articles
-
Customers
-
Quotations
-
Order Management
- Create a Custom Order Status
- Check stock availability for an Order
- Create a new Order
- How to create a Backorder
- How to create a Drop Shipping for Backorder
- Converting an Order to a Sales Invoice
- Converting an Order to a Dispatch
- How to create a Packing Invoice
- Consolidated Item View for Orders
- Managing Deposit in Orders
- Change Payment Mode of Received Deposit in Order
- Create Sales Return for Invoiced Orders
- Create Sales Return for non Invoiced Orders
- How to Create an Exchange in Orders
- How to Schedule Multiple Quantities of Items in Orders
- How to Check Attribute Stock when Creating an Order
- How to Create Contractor Orders
- How to Return Deposit to a Customer
- How to Apply Link Combo to Orders
- Cancel an Order with a Deposit
- Order Workflow
- How to Schedule Delivery and Deliver Orders
- How to Modify Schedule Delivery Date
- How to Add a Group Item to an Order
- How to Modify Orders
- Requested Delivery Date in Orders
- Managing Warranties for Multiple Item Quantities in Orders
- Apply Warranty in Orders
- Create an Order with Multiple Serialized Items
- Attach and Detach Order Items to Purchase Orders
- How to Use Switch Order Item in AltheaSuite
- How to Create an Invoice for Take With Items
- Order Staging
- Customer Pickup Schedule
- Show all articles ( 24 ) Collapse Articles
-
Sales
- How to perform a sale in AltheaSuite
- How to change price of a product during billing
- How to edit paid Invoice in AltheaSuite
- How to put a Sales Invoice on Hold
- How to create a credit sale
- How to create Invoice Custom Fields
- How to give Manual Discount in Invoice
- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
- How to change saved Sales Invoice Date
- How to create a Sales Invoice using Store Credit
- How to search for all Web Orders
- How to change saved Sales Return Date
- How to add notes to Items while Invoicing
- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to Capture Customer Signature on Invoice
- How to mark the invoiced items as Delivered
- How to add the footfall count of your customers
- Receive Deposit/Advance from Customer
- How To Perform Sale
- How to set Loyalty Points
- How to Redeem Loyalty Points
- How to Enroll a Customer for Loyalty Points
- How to Define Penalty
- How to Collect Penalty Payments from Customers
- How to Manage Credit Card Commission
- How to Collect Partial Penalty from a Customer
- Assign Serial Number to Invoice
- Discount Types and Their Calculations - User Guide
- Finance Agency Commission
- Show all articles ( 23 ) Collapse Articles
-
- Articles coming soon
-
- Articles coming soon
-
In House Finances
-
Purchases
- How to add/modify a Supplier
- How to create a Purchase Order
- How to create a Purchase Return
- How to create a Purchase from existing Purchase Order
- How to Cancel/Delete a Purchase Order
- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
- How to make payment to Payment Aggregator
- Managing Unload Schedule
- Show all articles ( 2 ) Collapse Articles
-
Inventory
- How to transfer Inventory from One Warehouse to Another
- How to dispatch stock
- Adding Opening Stock
- How to dispatch stock of invoiced items
- How to do a Stock Correction for an Item
- How to put a Stock Transfer on Hold
- How to check Awaiting Stock
- How to Upload Stock of Existing Items through Excel
- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
- How to manage Stock Transfer Request
- How to Check Stock in Stock Manager
- Complete Inventory Correction
- How to do a Stock Transfer
- How to Print Quick Lookup Numbers (QLNs) for Items
- How to create a Serial / SKU Transfer Request
- Transferring Stock QLN items from Multiple Warehouses
- Complete Inventory by Location for Non QLN Items
- Stock Correction for Accurate Inventory Adjustment
- Inventory Correction - QLN/Serial Number status
- Show all articles ( 14 ) Collapse Articles
-
- Selling an Item with a Serial Number
- Stock Transfer of an Item with Serial Number
- How To Change Serial Number Of Faulty Item
- How to add opening stock of an item with Serial Number
- Purchase with serial number
- How To Assign Serial Number After Purchase
- How To Reassign Serial Number In Sales Invoice
- Create An Item With Serial Number
- How to Change Serial Number in Invoice
- Inventory Correction - QLN/Serial Number status
-
Delivery Management
- How to add delivery driver details in AltheaSuite
- How to define Delivery Area and Delivery Charges
- How to check and Print Pending Orders
- How to Accept and Start a Trip
- How to define Pickup Slot
- How to create a Delivery Invoice
- How to create a Pickup Invoice
- Delivery Schedule on Map
- Modifying Delivery Dates for Delivered Orders
- Customer Pickup Schedule
- Sending Delivery Notifications in AltheaSuite
- Show all articles ( 1 ) Collapse Articles
-
Finance Books
-
Service Calls
- Manage Loaner
- Manage Document Status and Action Status for the Service Document
- How to create Customer Item Userfields for Service document
- Create Sales Invoice against the Service Document
- Track history of a Service document
- Reschedule Service Call
- How to Create Invoice in Service Call
- How to Create Service Call Document
- Receive Deposit In Service Call
- How to Create A Trip
-
Business Intelligence
-
Settings
- Configuring Invoice Email Format
- How to add a Printer in AltheaSuite
- Configuring Purchase Order Email Format
- How to change Printing Format of Documents
- Configuring Payment Gateway
- Online Shop
-
- AltheaSuite Integration with QuickBooks Online
- AltheaSuite Integration With Hubspot
- AltheaSuite Integration With UPS
- ShipStation Integration
- Shopify Integration
- Integration UPC Item DB and Barcode Lookup
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
- Troubleshooting QuickBooks Desktop Errors
- How to setup QuickBooks Web Connector
- Name Template formatting for QuickBooks data sync
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- QuickBooks Sync with Item details and receipts
- AltheaSuite Integration With UPS
- How to Connect your Email ID to AltheaSuite
- Show all articles ( 9 ) Collapse Articles
Complete Inventory by Location for Non QLN Items
Complete Cycle Count by Locations
The Complete Cycle Count by Locations process is used to verify physical inventory against system inventory and correct stock discrepancies at a warehouse location level (Aisle, Bay, Level).
Step 1: Start Complete Cycle Count by Locations
1. Navigate to Inventory → Complete Inventory
2. Click Complete Cycle Count by Locations
3. The system loads all warehouses and their associated storage locations
Step 2: Filter Warehouses and Locations
You can filter storage locations using:
Warehouse
Aisle
Bay
Level
Example
Warehouse-level correction
If you want to perform inventory correction for Warehouse 1:
Select Warehouse 1 in the filter
The system displays all storage locations under that warehouse
Location-specific correction
If you want to perform inventory correction for a specific location:
Select Aisle – A, Bay – 10, Level – 1
Only the selected storage location is displayed
Select single or multiple locations.
Selected locations appear on the top section.
Click OK to proceed.
Step 3: Cycle Count by Locations Screen
After clicking OK, the Cycle Count by Locations screen opens.
Screen Tabs
Pending Locations
Displays storage locations selected for cycle counting but not yet completed.
Scanned SKUs
Displays all SKUs scanned during the cycle count process.
Scanned Locations
Displays storage locations where inventory correction has been completed.
Step 4: Start Inventory Correction for a Location
In the Location Code field:
Scan the storage location OR
Enable Show Autocomplete and select the location from the dropdown
Step 5: Scan Items for Inventory Correction
Once the location is selected, begin scanning SKUs in the Serial Number / SKU field.
As each SKU is scanned:
- The scanned SKU appears in the Scanned SKUs tab
The system displays System Stock (current stock in AltheaSuite)
Location Quantity increases with each scan
Example
If SKU A0001 is scanned twice, the Location Quantity updates to 2.
The location moves from Pending Locations to Scanned Locations
Repeat this process for all pending locations.
Step 6: Review Stock Differences
The system automatically calculates the difference between:
System Stock
Location Quantity
Missing Field Indicators
Positive value → Stock missing
Zero → Stock matches
Negative value → Excess stock
Step 7: Complete Location Cycle Count
Review Scanned Data
Verify scanned SKUs and quantities
Ensure quantities match the physical stock
Mark Location as Empty (If Applicable)
If the physical stock is zero:
1. Click Mark It as Empty from the location context menu
2. Confirm the popup by typing the exact confirmation text
3. The location moves from Pending Locations to Scanned Locations. Value Yes in Is Empty column indicates all the items of a location is set to zero.
Important:
This removes all stock from the selected location
This action is irreversible once saved
Remove a Location from Cycle Count
If a location should not be corrected:
Click Remove from the location context menu
The location is removed from Pending Locations
Hold the Document (If Needed)
Use Hold if discrepancies require verification
Held documents can be reopened later
Step 8: Save Complete Cycle Count
Click Save
Confirm the popup message:
Type the confirmation text exactly as shown
Important
Saving the document does not complete the cycle count
Stock is not updated until the final completion step
All pending locations must be:
Scanned, OR
Marked as Empty, OR
Removed
Step 9: Final Step: Complete Cycle Count
- The saved document appears in Pending status
From the context menu, click Complete Selected QLN Stock Corrections
Confirm the final popup message by typing the exact confirmation text
Click Yes to complete the cycle count
Important
Stock Replacement Behavior
Current Stock Example
Aisle – A | Bay – 10 | Level – 1
| SKU | Current Quantity |
|---|---|
| A001 | 5 |
| A002 | 10 |
| A003 | 20 |
If only SKU A001 is scanned during cycle count:
A001 retains scanned quantity
A002 and A003 are set to ZERO
Additional Cycle Count by Location
- If while doing complete cycle count you missed scanning any SKU for particular location, you can use the ‘Additional Cycle Count by Location’ option
The scanned SKUs will add the stock in your current stock
It will not override the current stock
- You can follow the same steps done for complete cycle count
















