Inventory Module Help
Use Inventory to define items, track stock, monitor movements, investigate differences, and keep warehouse quantities trustworthy.
Who Uses This Module
- Inventory users who create items, record movements, and review stock.
- Warehouse teams who receive, issue, count, scan, and transfer stock.
- Procurement teams who use stock levels to decide what to buy.
- Managers who monitor stock value, low-stock alerts, and movement history.
Core Workflows
- Create item categories, units, item records, reorder points, and optional barcode values.
- Assign stock to warehouses and locations.
- Receive stock through check-in, purchase receiving, returns, or opening balance.
- Issue stock through checkout, POS sale, fulfillment, transfer dispatch, or approved consumption.
- Use counts, adjustments, movement history, and reports to investigate differences.
Permissions Needed
Users may need view, create, edit, adjust, transfer, count, export, or approval access depending on their role. If you cannot see an item, movement button, warehouse, or report, ask your tenant admin to review your role and warehouse assignment.
Common Mistakes
- Creating duplicate items instead of updating the existing item.
- Receiving stock into the wrong warehouse or location.
- Using an adjustment when a transfer, return, receiving, or checkout is the correct workflow.
- Forgetting to attach delivery notes, photos, count sheets, or other evidence when required.
Related modules: Warehouses/Transfers/Scanner, Procurement, POS, Sales, Finance/Reports, Mobile Apps.
Support escalation
Open support guide
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