Role path
Daily work
Permissions
Inventory User Help Path
Inventory users keep item records, stock quantities, warehouses, movements, counts, scanner activity, and stock reports accurate.
Inventory work affects procurement decisions, sales availability, finance reports, warehouse accountability, and customer promises. Before changing stock, always confirm the item, warehouse, location, quantity, unit, reason, and supporting document.
What Inventory Users Usually Do
- Create and maintain item records, categories, units, reorder points, barcode values, and attachments.
- Record stock check-ins, check-outs, transfers, adjustments, returns, and counts.
- Use warehouses, locations, bins, filters, scanner flows, and movement history to keep stock organized.
- Review stock alerts, low-stock items, mismatch investigations, and inventory reports.
- Support mobile, scanner, count, and label workflows where used by the organization.
First Workflows To Learn
- Open the Inventory guide to understand items, warehouses, movements, and controls.
- Create or review an item with category, unit, reorder point, barcode, and warehouse assignment.
- Record a check-in and confirm the quantity appears in the correct warehouse.
- Record a checkout or transfer and verify movement history.
- Practice a stock count or adjustment using a supervised example before correcting live stock.
- Run an inventory report and filter by item, warehouse, date, movement type, and status.
Before You Save A Stock Movement
| Check | Why It Matters |
|---|---|
| Item and unit | Prevents posting cartons as pieces, litres as bottles, or the wrong SKU. |
| Warehouse and location | Prevents stock from appearing in the wrong place or report. |
| Quantity and direction | Confirms whether stock should increase, decrease, or move between locations. |
| Reason and reference | Explains why the movement exists and links it to receiving, transfer, count, return, sale, or issue. |
| Attachment or evidence | Helps managers investigate differences later. |
Common Mistakes
- Creating duplicate items instead of updating the existing item.
- Adjusting stock before checking transfers in transit, recent receipts, returns, and warehouse filters.
- Receiving into the wrong warehouse or location.
- Skipping attachments for damage, receiving differences, count sheets, or approvals.
- Using manual adjustment when transfer, return, checkout, or receiving is the correct workflow.
Accuracy rule: If stock looks wrong, do not immediately adjust it. First review warehouse filters, recent movements, transfers in transit, returns, counts, and scanner activity.
Support escalation
Open support guide
Need help with this topic?
Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.