When reconciling stock ledger and current inventory snapshot, user needs to make sure that there are no future transactions or future transactions are included. Also, criteria restriction should be the same for both reports to produce an equal amount of quantity.
To customize Stock Ledger,
- Navigate to Reports > Inventory/Items > Stock Ledger
- Click Customize
- Click Filters
- Set the Date
Example: 6/1/2020 to 6/1/2021 - Remove Class
- Remove Department
- Specify Location
- Click Save
To customize Current Inventory Snapshot,
- Navigate to Reports > Inventory/Items > Current Inventory Snapshot
- Click Customize
- Click Filters
- Remove Item Category
- Specify Location
- Click Save
Note: Date to be used in stock ledger should be the same as the date in the Current inventory Snapshot or add 1 to 2 years to check for future dated transactions that could affect inventory quantities.