Inventory

Overview of the Inventory module

Items, services, categories and brands

Units, warehouses and points of sale

Stock movement: the ledger, transfers and adjustments

Stock counts, batches and scrap orders

Reorder policies and inventory reports

How do I add an item, and what is the difference between a product, a service and a raw material?

What does Track Stock mean, and when should I turn it off?

How do I organise items with categories and brands?

How do I add units and link an alternate unit (a box = 12 pieces)?

Branches and warehouses: how they relate, and why a warehouse is missing from the list

What are POS terminals in Inventory, and what does "Allow Negative Stock" mean?

How do I import items in bulk from an Excel file?

How do I print barcode labels for items?

How do I enter opening stock for my items?

What is the stock ledger, and how do I trace one item’s movements?

How do I transfer stock between warehouses or branches?

What is the difference between on hand, reserved and available?

Manual stock adjustment vs physical stock count: which one, and when?

How do I run a physical stock count, from draft to approval?

How do I record and approve a scrap order?

I approved a count or a scrap order — why is there no journal entry?

What are batches (lots), and how do I watch expiry dates?

How do I set a minimum stock level, and when do I get a low-stock alert?

How do I read the inventory balance report and stock value, and export it?

Stock card, stock by branch, scrap report — which one do I need?

The Inventory dashboard: what do the numbers tell me?