Skip to content
  • There are no suggestions because the search field is empty.

Add to Inventory Using an IA Slip

This article will guide you through the process of adding inventory—product, raw materials, or recipes—using an Inventory Adjustment (IA) Slip in FlexiBake. This is essential for both initial stock onboarding and ongoing inventory corrections.

Overview: Why Use an IA Slip?

Inventory Adjustment Slips provide a controlled, auditable method for updating on-hand inventory levels. Use IA Slips for new stock arrivals (Take-On), corrections, or reconciliations as required.

Adding Items with an IA Slip

Preparation
  • Determine the inventory type you are adding (Product, Recipe, or Raw Material).
  • Gather your Lot Number and quantity information for accurate records.

Warning: The Lot Number field in FlexiBake is limited to a maximum of 20 characters. Lot Numbers longer than 20 characters will produce system errors and fail to save.

Add Inventory via the IA Slip

Step 1

Open FlexiBake and go to the Inventory Centre.

Step 2

Click the New IA Slip button.
Location of the New IA Slip button in the Inventory Centre

Step 3

Ensure the Take-On Radial is selected, then Choose the Type of inventory from the drop-down (Product, Recipe, or Raw Material).
Type dropdown with Product, Recipe, and Raw Material options

Step 4

(Optional) Select the Category for the Inventory Adjustment. This will be used to represent a type of slip and is entirely optional.
Category Selection in IA Slips

Step 5

(If applicable - Multiple Warehouses) Select the Location (facility/warehouse) where you are adding inventory, this is important to ensure the items will populate in the correct warehouse or production facility.
Location selection drop-down in IA Slip window

Step 6

Enter your Lot Number and Actual quantity in the appropriate fields. Remember: keep Lot Numbers at 20 characters or fewer.
New_IA_Product_Grid

Tip: Leaving the Lot Number blank when posting an Inventory Take-On will automatically date-code items with the date, slip# and item#. IE: A06262026-593.1

Step 7

Click OK to save the IA slip.
OK button on IA Slip entry window, saving changes

Step 8

Finalize the process by clicking the Post button. This updates your live inventory with the new/adjusted on-hand quantity.
Post button to apply IA Slip to inventory records

Tip: Use a Take-On IA Slip for your first addition to a location; use Adjust only for changes to existing inventory.

Additional Grid Options

Adjusting What You See in the IA Slip Grid

FlexiBake provides several options for customizing the IA Slip product grid to show only the items you need:

  • Filters: Filter the Items grid by categories related to the item type (Product, Recipe, or Raw Material).
  • Views: Choose between All, Active, or Inactive to limit which products, raw materials, or recipes display in the grid. For example, setting to Active will only display items that are currently marked as active in your database.
  • Display Non-Inventory Items: Enable this checkbox if you want to display products and recipes that are not marked as inventory items. This is helpful for setup, troubleshooting, or when you need to make an item temporarily visible without affecting its inventory on hand status.
    IA Slip grid display options with Views drop-down and Display Non-Inventory Items checkbox

Warning: Changing a filter will clear all lots and quantities currently in the grid. Please set your filters before entering data.

Tip: Use these options to quickly locate or hide seasonal items, test recipes, or newly added products that may not yet be fully configured as inventory items.

You can watch a video version of this tutorial below: