Skip to content

Inventory & Warehouse Management

The Inventory module provides a real-time, high-fidelity view of your physical assets. It ensures that your stock levels are always accurate across all warehouses and retail outlets, and supports the full lifecycle from goods receipt to delivery and physical stock counts.

Sidebar → Inventory → route /inventory

[!NOTE] The Inventory module is subscription-gated (inventory module). Access is restricted to admin, storekeeper, and manager roles.

📊 Inventory Dashboard (/inventory)

The Inventory Dashboard is the landing page for the module. It provides an at-a-glance view of: - Stock level summaries across warehouses - Low stock alerts and pending deliveries - Quick navigation to all inventory operations

📦 Product Catalog

Products (/inventory/products)

The Products list is the central registry for all stockable and non-stockable items. From here you can: - View and search the full product catalog - Create new products (→ /inventory/products/new) or edit existing ones (→ /inventory/products/edit/:id) - Manage SKUs, pricing, tax categories, UOMs, and costing

[!IMPORTANT] Cost Price Visibility: Cost Price is sensitive business data and is automatically hidden from POS users and Storekeepers to protect business margins.

Bulk Price Editor (/inventory/price-editor)

The Bulk Price Editor allows admins and managers to update sales prices across multiple products at once, without editing each product individually.

Categories (/inventory/categories)

The Category List allows you to organize products into logical groups for easier reporting and accounting mapping. Categories determine which GL account is affected when a product is bought or sold.

Units of Measure (/inventory/uom)

The UOM List lets you define how items are counted (e.g., Units, Kg, Meters, Boxes) and manage conversion rules between different units (e.g., buying in Cartons, selling in Pieces).

🏭 Warehouse Management (/inventory/warehouses)

The Warehouses page allows you to define and manage physical storage locations: - Multi-Warehouse: Support for multiple warehouses is built-in. Each Sales Order, Delivery, and POS Terminal is linked to a specific warehouse. - Stock Segregation: Inventory is tracked independently per warehouse, giving accurate location-level stock positions.

🚚 Goods Movement

Receive Goods / GRN (/inventory/receive)

The Receive Goods page is used to verify and record incoming shipments against Purchase Orders. - Select the relevant Purchase Order to auto-populate expected quantities. - Record actual received quantities (partial receipts are supported). - Log any discrepancies in quantity for quality control purposes. - Posting the GRN updates stock levels in real-time.

Delivery Orders (/inventory/delivery)

The Delivery Orders page lists all pending fulfillment requests generated by confirmed Sales Orders. - Warehouse staff can see what needs to be picked and packed. - Confirming a delivery deducts stock from the warehouse immediately.

🔄 Stock Operations

Stock Adjustments (/inventory/adjustments)

The Stock Adjustments page is used to correct inventory discrepancies: - Create a new adjustment (→ /inventory/adjustments/new) - View/Edit a draft adjustment (→ /inventory/adjustments/:id) - Adjustments can increase or decrease stock and automatically post the corresponding accounting entry.

Stock Transfers (/inventory/transfers)

The Stock Transfers page manages inter-warehouse inventory movements: - Create a new transfer request (→ /inventory/transfers/new) - Track source and destination warehouses, items, and quantities. - Posting the transfer deducts from the source and adds to the destination warehouse instantly.

Stock Take (/inventory/stock-take)

The Stock Take module enables formal physical inventory counts: - Create a stock take session for a specific warehouse. - Enter actual physical counts per item. - Review the Stock Take Detail to compare system vs. physical quantities and post variance adjustments.

📋 Low Stock Report (/reports/low-stock)

The Low Stock Report highlights items whose current stock level has fallen below the reorder threshold. Use this report proactively to trigger Purchase Orders before running out.

[!TIP] Use the "Low Stock Report" daily to stay ahead of procurement needs and avoid order fulfillment delays.

✅ Inventory Business Rules

  • Real-time Deduction: Every confirmed Delivery Order, Cash Sale, or POS transaction immediately deducts stock from the linked warehouse.
  • Negative Stock: The system warns before allowing stock to go negative during Sales Order entry.
  • Edit Controls: Once a stock movement is posted, it is immutable — only accounting corrections via adjustments are permitted.
  • Cost Price Security: Storekeeper and POS roles cannot view product cost prices.

Next Steps: Learn how stock movements are triggered by the Sales and Purchases modules.