D-Tools Cloud Ideas Portal

We actually read these.

Ideas submitted here go to the product team, not into a void. Add yours, vote on others, and comment on what matters to your business.

Talk to our Product Managers live: every other Monday, 1:00–2:00 PM ET → https://www.d-tools.com/cloud-product-office-hours

Add a new idea Subscribe
Status Under consideration
Categories Inventory Opportunities & Quotes Project Management
Created by Guest
Created on Jul 30, 2026

RELATED IDEAS

Inventory adjustments for items sold outside of the Dtools opportunities pathway.

For inventory adjustments, the only options that one can select are "breakage" "shrinkage" or "internal use" in a drop down menu, with some additional notes... when you want to sell items outside of Dtools opportunities pathway it would be nice to have custom options other than those 3, perhaps "sale"

  • Attach files
  • Admin
    Brett Berger
    Nov 6, 2026

    Hello and thanks @Guest for submitting this idea.

    Selling straight off the shelf is a real gap. We'd rather fix it properly than add "Sale" to the adjustment reasons.

    An inventory adjustment tells your books the stock was lost or used up, so a sale recorded that way shows up as shrinkage expense with no revenue and no sales tax recorded. You'd still owe the tax, and nothing in D-Tools or your accounting would show it. It would also throw off your inventory and profit reporting. Not ideal.

    We're looking at a quicker way to sell stock outside of a quote, so your inventory, revenue and accounting stay in agreement. A few questions to help us get it right:

    1. Roughly how often do you sell items this way (per week or month)?

    2. Who's usually buying: walk-in customers, an existing client adding something small, another integrator, or someone else?

    3. How do you get paid for these: an invoice, a card payment on the spot, or added to a client's next bill?

    4. Do you need tax and a customer record on these sales, or just the stock and the money?

    Thanks again.

    Reply