Activate the stock extension

Select Apps and extensions in the left menu in the program to buy the stock extension. Once you have bought the extension, it will appear in the left hand menu in Visma eAccounting Standaard. Before you can start working with stock you need to activate the extension. Follow the steps below to activate it.
  1. Select Stock in the menu.
  2. Select any of the sub menus Stock adjustments or Stocktaking.
  3. Select Add settings.
This will open a guide that will help you make a couple of settings. Follow the steps in the guide to select stock articles and which accounts to use when posting the stock value to the ledger.

The 4 steps of the guide

Here you will find general information about the settings made in the guide.

In the second step of the guide you select which of your current articles that should be registered as stock articles. When doing so, you can also adjust the current stock balance and the purchase price. Please note that articles that are not selected to be stock articles, will no longer have any stock balance once the guide is finished and the extension is activated.

If you want to adjust the current purchase price or the current stock balance for large number of articles we recommend that you cancel the guide and make the adjustments by exporting/importing the article register. When the import is done, start the guide again. Read more in Import or export records (CSV file).
  • All articles that have sales category Goods are listed and possible to select as stock articles.
  • Articles that currently have status as Inactive are shown in italics in the list. They will keep the status inactive even if they are selected as stock articles.
  • The current stock balance and purchase price for each article is shown, and is possible to change.

  • If any Freight costs are related to the article you can add them.

The purchase price and the freight costs are used when calculating the stock value:

Stock value = (purchase price + freight cost) x number of articles in stock

In the third step of the guide you select which ledger accounts and journal series to use when posting the stock value to the ledger. Having a separate journal series for stock transactions will make it easier to later trace all stock transactions in the accounting.

If you are unsure about what accounts or journal series to use it is good to know that these settings can be changed later in the Company settings. This means you can finish the guide using the default settings and later consult your accountant or a colleague on the matter.

Tip! We recommend that you create a separate ledger account to get a clear overview of the stock adjustments. For example, ledger account 7000 with the name "Stock adjustments". Select No VAT code in the VAT code field and Cost of sales in the Type field.

When you complete the guide an inbound delivery is made. An opening balance of the stock value is registered, but will not be posted to ledger in this step.

As long as you have not posted the inbound delivery to the ledger, it is still possible to make changes to it. When you are ready to post the stock value of the inbound delivery to the ledger, select Stock and articles - Stock adjustment and click on the button Select date and post to ledger.
When the guide is completed you will find that the sub-menu Articles has been moved and is now located under the menu Stock and articles.

Related topics

Import or export records (CSV file)
Post stock adjustments to the ledger