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Supply ChainInventory

Products, warehouses and what is actually on the shelf.

Inventory is products, warehouses and what is actually on the shelf. It is the module Orders and Point of Sale both reserve against, so its figures are not an internal matter — they are what a customer is promised.

What it does

Inventory, in the product’s own words

  • Products and categories, created and edited
  • Stock viewed, moved between warehouses, adjusted and counted
  • Purchase orders raised and goods received
  • Sales orders and deliveries
  • Bills of materials and assembly
  • Adjustments, transfers and orders sent for approval
  • Cost prices, valuation and margin behind their own permission

Before you start

What has to be in place

  • Warehouses defined before products are stocked into them.
  • Product categories agreed. Recategorising later is possible and tedious.
  • A decision on who may see cost prices, valuation and margin: those sit behind their own permission, apart from seeing stock.

In the user guide

7 tasks, explained

  1. 01Create products and categories
  2. 02View, move, adjust and count stock
  3. 03Raise a purchase order and receive goods
  4. 04Handle sales orders and deliveries
  5. 05Build from a bill of materials
  6. 06Send adjustments, transfers and orders for approval
  7. 07Keep cost, valuation and margin restricted
Open the Inventory guide

Works with

The same records, not a sync

Industries that start with it

Switched on from day one

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