All documentation

Inventory

Stock & warehouse management

4 sections · 18 screens

Dashboard

1 screen in the Inventory menu

Inventory

9 screens in the Inventory menu

Items

The catalogue: every product and service you buy, sell or hold. Search by name, SKU, barcode or HSN, filter by category, supplier, principal or status, and change several items at once.

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Stock

What you actually hold: opening quantity, everything in, everything out and the balance now, for each item. Any row opens to show the individual movements and their references.

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Stock Adjustments

Corrections to stock that did not come from a sale or purchase — breakages, losses, found stock, a count that did not match — each with the item, direction, quantity, who made it and why.

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Warehouses

The places you keep stock: each warehouse with its type, the manager responsible, where it is, how many storage locations it contains and its capacity.

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Stock by Branch

Stock levels split by branch rather than totalled across the business: each item's quantity at each place, the minimum set for it, and whether it is low or out of stock there.

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Stock Locations

The positions inside a warehouse — racks, shelves, bins, pallets, floor space, fridges and freezers — each with a code, and a temperature band where cold storage applies.

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Inventory Valuation

What your stock is worth, valued at weighted average cost. Totals by category with each category's share, and lists items with quantity on hand, average cost and total value.

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Reorder Alerts

Items that have run out or fallen to a reorder level you set, with current stock, the level that triggered it, the usual reorder quantity and the shortfall.

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Batch Stock

Stock held by batch rather than only by item: each batch with the quantity remaining, its expiry date and its pricing.

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Pricing

3 screens in the Inventory menu

Product Master

5 screens in the Inventory menu

Watch Inventory in action

Related modules

Need a hand with Inventory?

Our team can walk you through setup, migration or any screen above.

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