Dating Inventory Movements

Every inventory change in Peasy has a date that decides when it counts against your stock. For a sale it's the Fulfillment Date; for a delivery it's the Receive Date. Setting these dates correctly is what keeps your on-hand numbers lined up with your physical counts.

The Effective Date

Each movement has an effective date — the day it actually affects on-hand. It usually equals the day you entered the record, but you can change it to backdate (or forward-date) the movement:

• Fulfillment Date on a sales order — the day the order's items leave inventory. Defaults to the day you create the order. Shown in the Date column on the Orders table and in the order detail panel. (This field used to be called "Order Date.")
• Receive Date on a receive — the day a delivery's stock comes in. Defaults to today. Set in the receive panel.
• Date on a work order's Mark as Done dialog, and the count date on the Inventory page, work the same way for production and counts.

Change the date to match when the event really happened, and Peasy records the inventory change as of that day instead of today.

How Dates Line Up With Counts

A physical count is your source of truth as of the day you took it. From there:

• A movement dated after a count adjusts the counted number — a sale shipped after your count reduces from it, a receive after your count adds to it.
• A movement you backdate to on or before a count's date is treated as already reflected in that count, so it won't change the number the count established.

That second rule is the important one: if you backdate a sale or receipt to a day you'd already counted, the counted total wins and the backdated movement won't move your current on-hand. Date the movement after your most recent count if you want it to adjust today's number.

Future Dates

If you set a date in the future, the movement doesn't change your current on-hand until that day arrives. A fulfillment date accidentally typed months out, for example, will make a sale look like it hasn't reduced stock yet — the deduction "waits" until the date you picked. If an item's count looks too high (or a sale seems to have done nothing), check the Fulfillment Date isn't set in the future.

Effective Date vs. Created Date

Inventory History keeps both:

• Date — the effective date above. You can edit this on the source record (the sales order, the receive, etc.).
• Created date — read-only, showing when the record was actually entered into Peasy. It never changes.

Open any Complete row in Inventory > History to see both in the detail panel. The Date is what drives your on-hand math; the Created date is there for your audit trail, so a backdated movement still shows exactly when it was logged.

Good to Know

• One date moves every screen. Current inventory, the item detail panel, "on hand as of" reports, and CSV exports all read the same effective date — changing a Fulfillment Date updates them together.
• Shopify and other connected orders keep their own per-order event date, so consolidated feeds still deduct on the day each order came in.
• Nothing is lost when you re-date a movement. Re-dating only changes when it counts; the record, quantities, and history stay intact.

Related

• Creating Sales Orders — Set a sales order's Fulfillment Date
• Receiving Pending Orders — Set a delivery's Receive Date
• Counting Inventory — How counts set your on-hand baseline
• Inventory History — The Date and Created date columns