How to manage inventory

Set up products, warehouses, and day-to-day stock operations.

1. Set up categories and products

Create categories (e.g. Mens, Womens), then products under each. For variants (size, colour), define matrix attributes on the product; the system creates ProductItem records per combination. Set reorder point and reorder quantity for low-stock alerts.

2. Create warehouses

Create warehouses (type: warehouse, store, transit, quarantine, or scrap). Optionally define zones, aisles, and bins for directed put-away and picking. Link warehouses to branch/company.

3. Receive stock

Stock increases via goods receipt (from Procurement GRN), manual receipt, or transfer-in. Use put-away suggestions to place items in the right location. Batch and serial numbers can be captured where configured.

4. Transfer between locations

Create a stock transfer (from/to warehouse, items). The workflow runs: Request → Approval → Picking → Transfer → Receipt. Confirm receipt at destination to update stock.

5. Adjustments and counts

For discrepancies, create a stock adjustment (increase/decrease with reason). Use approval if required. For physical inventory, run a stock count session, enter counted quantities, then post variances.

6. View stock and valuation

Use stock APIs or reports to see quantity and reserved/available by warehouse and product. Valuation reports show total cost at each location (from the stock ledger). Low-stock reports list items below reorder point.