> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_inventory.md).

# Outcomes - Inventory

Checklist to validate Inventory skills in Bevica Select. Create items, run adjustments, check availability, and verify item and value entries.

Use this checklist after the [Inventory](/bevica-select/bevica_select_training/inventory.md) training.

It helps you prove your item setup and inventory adjustments post correctly.

### Before you start

You need:

* Access to Bevica Select (ideally a test company)
* [Introduction to Business Central](/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md)
* [Inventory](/bevica-select/bevica_select_training/inventory.md)

Recommended:

* Work through this with a finance user.
* Capture evidence (item ledger entry numbers, value entry numbers, and the G/L accounts hit).

### Completion criteria (what “done” looks like)

You’re done when:

* You can create items that behave correctly on purchase and sales.
* You can explain the posting flow at a high level:
  * **Item Ledger Entries** (quantity)
  * **Value Entries** (cost)
  * **G/L Entries** (financial impact)
* You can correct stock and cost without breaking audit trail.

### Items

#### Create and maintain items

**Do**

1. Create an item manually.
2. Populate key fields, including units of measure.
3. Add item additional details.
4. Set an **Item Category**.
5. Create a new item using **Copy Item**.

**Check**

* Posting groups are correct (no posting errors later).
* Units of measure convert correctly (bottles vs cases).

Useful references:

* [Creating New Items](/documentation/guides/items-and-inventory/creating_new_items.md)
* [Item Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_item_template.md)

### User-defined item fields

**Do**

1. Create user-defined item fields in **Bevica Setup**.
2. Populate them on items.

**Check**

* Users can see and filter on the fields where intended.

Useful reference: [User defined item fields](/documentation/guides/items-and-inventory/user_defined_item_fields.md).

### Duty management

#### Validate duty-controlled item behaviour

**Do**

1. Create a duty-controlled item.
2. Review the duty rate table.
3. Post a transaction that triggers duty.
4. Review the resulting **Duty Ledger Entries**.

**Check**

* You can explain when duty is calculated vs when it is posted.

Useful reference: [Processing duty transactions](/documentation/guides/duty-compliance-and-tax/processing_duty_transactions.md).

### Bevica Reservations (stock allocation)

#### Prove you can reserve and review demand/supply

**Do**

1. Explain how “available inventory” is calculated.
2. Automatically reserve against a sales order.
3. Manually reserve against a sales order.
4. Cancel a reservation.
5. View reservation entries.
6. View reserved quantities from Sales, Purchase, and Inventory perspectives.

**Check**

* You can explain the difference between:
  * reserving against stock on hand
  * reserving against incoming supply

Useful reference: [Bevica Reservations](/documentation/guides/sales/bevica_reservations.md).

### Locations

#### Create a location and transact

**Do**

1. Create a new location.
2. Process a purchase and a sale using the location.

**Check**

* The correct posting behaviour is triggered for that location setup.

Useful reference: [Location Setup](/documentation/guides/warehousing-and-logistics/location_setup.md).

### Rotation numbers (if used)

**Do**

1. Record rotation numbers on inbound movements.
2. Capture **Rotation Ref.** and/or best before dates.
3. Correct rotation numbers on receipted items.
4. Assign rotation numbers on outbound movements.

**Check**

* Rotation info is visible on the resulting item ledger entries.

{% hint style="info" %}
If you don’t see rotation fields, it may be permission or extension dependent.

Validate by opening an **Item Journal** line and checking available columns.
{% endhint %}

### Adjusting inventory

#### Correct quantity and cost safely

**Do**

1. Post an **Item Journal** stock write-off (negative adjustment).
2. Post a duty status reclassification (reclassification journal).
3. Revalue stock (revaluation journal).
4. Run a stock take process (physical inventory journal).

**Check**

* You can trace posting impact across item, value, and G/L entries.

Useful reference: [Adjusting Inventory](/documentation/guides/items-and-inventory/adjusting_inventory.md).

### Reporting

#### Prove you can find the answers users need

**Do**

1. Review **Item Availability Overview**.
2. Review **Customer/Item Sales Analysis**.
3. Review the MAT report.
4. Check inventory margins.

**Check**

* You can explain what each report is useful for.

Useful references:

* [Item Availability Overview](/documentation/guides/items-and-inventory/item_availability_overview.md)
* [Customer/Item Sales Analysis](/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/customeritem_sales_analysis.md)
* [Moving Annual Total (MAT)](/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/moving_annual_total_sales_analysis_-mat.md)
* [Checking Inventory Margins](/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/checking_sales_line_margins.md)

### Distribution Cost Management (if installed)

#### Validate additional charges posting and reconciliation

**Do**

1. Explain which documents can hold additional charges.
2. Explain where default additional charges can be set up and how they flow.
3. Post:
   * a purchase order with additional charges
   * a sales order with additional charges
   * a transfer order with additional charges
4. Use **Posted Additional Charges** to reconcile charges.
5. Post a PO with a vendor-linked additional charge.
6. Create the vendor invoice and run **Get Posted Add. Charge Lines to Reconcile**.

**Check**

* You can explain the difference between:
  * charge lines on documents
  * the posted value entries and G/L impact

Useful references:

* [Document Additional Charges](/documentation/guides/distribution_costs_management/document_additional_charges.md)
* [Posted Additional Charge Entries Reconciliation](/documentation/guides/distribution_costs_management/posted_additional_charge_entries_reconciliation.md)


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