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Restaurant Pharmacy

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Stock and operations teams

Inventory user manual

Products, stock, locations, transfers, batches, and valuation.

Inventory workspace in SikaBooks — The Inventory workspace. Screen contents vary by permissions and configuration.

19 articles

Workflows and guidance

01 Getting StartedThe Inventory module provides complete stock management for your business, including multi-location tracking, batch and serial number management, stock transfers, physical counts,... 02 ProductsProducts are the core of your inventory. Each product represents an item you track, buy, or sell. Product Types Type Description Tracking Goods Physical items you stock and sell Fu... 03 Product CategoriesCategories help you organize products into a logical hierarchy. Creating a Category Navigate to Categories → Create. Enter the category name and optional description. Select a pare... 04 Units of MeasureUnits of measure define how you quantify products (pieces, kilograms, litres, etc.). Unit Categories Category Examples Weight Kilogram, Gram, Pound Volume Litre, Millilitre, Gallon... 05 Stock LevelsThe Stock Levels page shows the current quantity on hand for every product at every location. Viewing Stock Levels Navigate to Stock Levels to see: Product name and SKU Location Qu... 06 Stock MovementsStock movements form an immutable, append-only ledger that records every change to your inventory. No movement can be edited or deleted after creation. Movement Types Type Descript... 07 Receiving StockUse the Receive Stock function to record incoming goods into your inventory. Recording a Receipt Navigate to Receive Stock. Select the location where goods are being received. Sear... 08 Stock AdjustmentsUse adjustments to correct stock levels when they do not match physical reality. Recording an Adjustment Navigate to Adjust Stock. Select the adjustment type: Increase or Decrease.... 09 Batch & Expiry ManagementBatch tracking allows you to trace groups of items through your inventory by batch number, with optional expiry date tracking. Enabling Batch Tracking Navigate to Settings. Enable... 10 Serial Number TrackingSerial tracking lets you trace individual units through their lifecycle — from receipt to sale or write-off. Enabling Serial Tracking Serial tracking is configured per product: Edi... 11 Locations & WarehousesMulti-location support lets you track stock across warehouses, stores, and transit points. Location Types Type Description Warehouse Primary storage facility Store Retail or custom... 12 Stock TransfersTransfer stock between locations with a multi-step workflow that tracks goods from source to destination. Transfer Workflow Draft -> Ship (In Transit) -> Receive (Received) D... 13 Stock Takes (Physical Counts)Stock takes let you verify actual quantities against system records and automatically create adjustments for discrepancies. Stock Take Workflow Creating a Stock Take Navigate to St... 14 Scheduled Location PricingScheduled Price Sheets let authorized users prepare location-specific selling prices before they affect POS. The base products.selling_price remains the fallback when no released l... 15 ReportsThe Inventory module includes five built-in reports to help you monitor and analyze your stock. Stock Levels Report Purpose: View current stock quantities across all products and l... 16 Settings & ConfigurationNavigate to Settings to configure the Inventory module for your business. General Settings Setting Description Options Default Valuation Method How inventory cost is calculated WAC... 17 Integration with Other ModulesAccounting Integration When the Accounting module is enabled, inventory stock movements automatically create General Ledger entries through an event-driven system: Stock received →... 18 PermissionsAccess to Inventory features is controlled by permissions assigned to user roles. Permission Capability inventory.products.view View product catalog inventory.products.create Creat... 19 TroubleshootingA product cannot be received Confirm it is active, tracks inventory, has a valid unit, and is allowed at the chosen location. Batch-tracked products require valid batch data; seria...