Getting Started

The Inventory module provides complete stock management for your business, including multi-location tracking, batch and serial number management, stock transfers, physical counts, and real-time reporting.

Accessing Inventory

After logging in, click Inventory in the sidebar to access the module. The Inventory Dashboard is your starting point, showing key metrics at a glance.

Dashboard Overview

The dashboard displays:

• Total Active Products — number of products currently active in your catalog
• Total Stock Value — combined value of all inventory (quantity x average cost)
• Low Stock Count — products that have fallen below their reorder point
• Out of Stock Count — products with zero or negative stock

Below the KPIs you will find:

• Recent Movements — the last 10 stock movements across all locations
• Pending Transfers — draft, pending, or in-transit transfers requiring attention
• Expiring Batches — batches expiring within the configured alert window (30 days by default, if batch tracking is enabled)
• Low Stock Products — the 10 products most urgently needing reorder
• Movement Summary — a 30-day breakdown of movements by type (received, sold, adjusted, transferred)

Navigation

Use the sidebar sub-menu to navigate between sections:

• Dashboard — KPI overview
• Products — product catalog management
• Categories — product category hierarchy
• Stock Levels — current stock by product and location
• Stock Movements — immutable audit log of all movements
• Transfers — inter-location stock transfers
• Stock Takes — physical inventory counts
• Batches — batch and expiry management
• Locations — warehouses, stores, and transit points
• Reports — stock level, movement, valuation, expiry, and low-stock reports
• Settings — inventory settings and units of measure

Receive Stock and Adjust Stock are available as workflow shortcuts from the dashboard, the Stock Levels page, and trackable product detail pages.

Before You Begin

Confirm these foundations before loading products or stock:

• At least one active location exists and the intended receiving location is set as default.
• Units of measure match how products are bought, counted, and sold.
• The valuation method, negative-stock policy, SKU rules, batch controls, and alert windows are approved.
• Product tracking is chosen before stock exists. Batch and serial tracking cannot be enabled together.
• Inventory, COGS, revenue, GRNI, and purchase accounts are mapped when Accounting and Procurement are enabled.

Role-Based Quick Starts

Role	Start With	Main Outcome
Owner or Inventory admin	Settings, locations, units, permissions	A controlled workspace ready for transactions
Product manager	Categories, products, imports, bulk edit	A clean and searchable catalog
Receiving clerk	Receive Stock, batches, serials	Accurate incoming quantity and cost
Warehouse user	Stock levels, transfers, batches	Traceable movement between locations
Stock counter	Stock Takes and count sheets	Reviewed physical-count variances
Pricing manager	Scheduled Price Sheets	Validated location prices that activate on schedule
Finance or auditor	Movements, valuation, integrations	Balances traceable to immutable movement records

Operating Rhythm

Daily

• Review failed or incomplete receipts and in-transit transfers.
• Investigate negative, out-of-stock, and urgent low-stock positions.
• Review batches near expiry when batch tracking is enabled.

Weekly

• Review low-stock and expiry reports by location.
• Confirm receiving costs and unusual adjustments.
• Review upcoming scheduled price changes before their effective dates.

Monthly

• Run cycle counts or a scoped stock take.
• Reconcile valuation and movement reports with Accounting.
• Review inactive products, stale batches, role permissions, and open transfers.

---