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Inventory

The Inventory module combines products, stock quantities, and the movements between warehouses.

Where to start​

If you are setting up the module for the first time, the easiest order is:

  1. create Warehouses;
  2. add the reference data you will use in products: Categories, Brands, and Suppliers;
  3. create or import Products;
  4. use Orders and transfers and Stocktakes when you need to move or verify stock.

Main screens​

How the module is organized​

  • Products is the main catalog of items.
  • Warehouses defines where stock is stored and who has access to it.
  • Categories, Brands, and Suppliers are reference data for better organization, filtering, and ordering.
  • Orders and transfers is used when stock enters a warehouse or moves between warehouses.
  • Stocktakes is used when you need to count physical stock and reconcile the differences.

Daily work​

  • open Products when you add a new item, edit product data, or check stock by warehouse;
  • open Orders and transfers when stock comes in or moves between warehouses;
  • open Stocktakes when you need to count physical stock and adjust differences.

Inventory reports​

For stock and movement analysis, use Inventory reports.