Help Center / Core Features / Inventory Management

Inventory Management

Complete guide to managing your product inventory, stock levels, warehouses, and tracking for optimal business operations.

Table of Contents

Inventory Overview

Real-time Tracking

Monitor stock levels in real-time across all locations and sales channels.

Multi-location

Manage inventory across multiple warehouses and retail locations.

Smart Alerts

Get notified when stock runs low or reaches reorder points.

The inventory system automatically updates stock levels when sales are made, purchases are received, or adjustments are processed.

Product Setup

1

Create Product Categories

Organize your products with categories and subcategories.

Navigation: Inventory → Categories → Add New Category
Example Categories:
  • • Electronics → Computers, Phones, Accessories
  • • Clothing → Men's, Women's, Children's
  • • Food & Beverage → Snacks, Drinks, Fresh Items
2

Add Individual Products

Create detailed product records with all necessary information.

Required Product Information:
Basic Details
  • ✓ Product Name
  • ✓ SKU/Product Code
  • ✓ Category Assignment
  • ✓ Unit of Measure
Pricing & Stock
  • ✓ Cost Price
  • ✓ Selling Price
  • ✓ Initial Stock Quantity
  • ✓ Minimum Stock Level
3

Generate Barcodes

Create barcodes for quick product identification and scanning.

Barcode Options
  • • Auto-generate unique barcodes
  • • Use existing manufacturer barcodes
  • • Batch generate for multiple products
  • • Print barcode labels

Stock Management

Stock Adjustments

Adjust inventory levels for various reasons:

  • • Physical count corrections
  • • Damaged or expired items
  • • Returns and exchanges
  • • Loss or theft

Stock Transfers

Move inventory between locations:

  • • Warehouse to retail store
  • • Store to store transfers
  • • Return to warehouse
  • • Emergency stock sharing
Important: All stock adjustments are tracked with timestamps and user information for complete audit trails.

Stock Level Indicators

In Stock

Above minimum level

Low Stock

At minimum level

Out of Stock

Zero quantity

Inactive

Not for sale

Warehouse Management

Multi-Warehouse Features

Location Management
  • • Set up multiple warehouse locations
  • • Assign products to specific warehouses
  • • Track stock levels per location
  • • Set location-specific reorder points
Inter-warehouse Operations
  • • Transfer stock between warehouses
  • • Consolidated reporting across locations
  • • Automated reorder suggestions
  • • Cost center allocation
Setup Path: Settings → Warehouses → Add New Location Required Info: Name, Address, Contact Details, Default Status

Inventory Tracking

Movement History

Complete audit trail of all stock movements with timestamps and reasons.

Batch Tracking

Track products by batch numbers for expiry dates and quality control.

Serial Numbers

Track individual items with unique serial numbers for warranties and returns.

Tracking Methods Available

FIFO (First In, First Out)

Best for perishable items - oldest stock is sold first

LIFO (Last In, First Out)

Newest stock is sold first - useful for cost accounting

Weighted Average

Average cost calculation for inventory valuation

Inventory Reports

Stock Reports

  • • Current stock levels
  • • Low stock alerts
  • • Overstock analysis
  • • Dead stock identification
  • • ABC analysis

Valuation Reports

  • • Inventory valuation
  • • Cost analysis
  • • Profit margin reports
  • • Turnover ratios
  • • Aging analysis
Pro Tip: Run inventory reports regularly to identify trends, optimize stock levels, and improve cash flow.

Automation Features

Smart Inventory Automation

Save time and reduce errors with automated inventory management features.

Auto Reordering

  • • Set minimum stock levels
  • • Automatic purchase order creation
  • • Supplier-specific reorder points
  • • Economic order quantity calculations

Smart Notifications

  • • Low stock email alerts
  • • Expiry date warnings
  • • Overstock notifications
  • • Movement anomaly alerts
Automation Settings: Settings → Inventory → Automation Rules → Enable Auto Reorder

Inventory Best Practices

Daily Operations

  • • Conduct regular cycle counts
  • • Update stock levels immediately
  • • Review low stock alerts daily
  • • Monitor movement patterns

Strategic Planning

  • • Set optimal reorder points
  • • Analyze seasonal trends
  • • Optimize warehouse layout
  • • Plan for demand fluctuations

Need Help with Inventory Setup?

Our team can help you optimize your inventory management system for your specific business needs.

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