Inventory
The Inventory module holds everything about what you sell and what you hold. It is split into four areas, which appear in the sidebar as separate menus.
| Area | Covers | Page |
|---|---|---|
| Stock & Products | Products, variant products, variant attributes | Products |
| Movements | Stock adjustments and warehouse transfers | Movements |
| Manufacturing | Bills of material, production orders, production journals | Manufacturing |
| Master Data | Units, brands, categories | Master Data |
How stock moves
Stock changes in five ways. Four of them are automatic:
| Event | Effect on stock |
|---|---|
| POS sale or sales invoice approved | Decreases |
| Purchase approved | Increases |
| Credit note approved (sales return) | Increases |
| Debit note approved (purchase return) | Decreases |
| Adjustment posted | Increases or decreases, by hand |
Everything a product has ever done is visible in the Inventory Ledger.
Set up in this order
If you are starting fresh:
- Units — how you measure things.
- Brands and Categories — how you group them.
- Variant attributes, if you sell the same product in several sizes or colours.
- Products.
- Opening stock, through Opening Balance.
Doing it in that order means each screen offers you the values you need instead of forcing you to break off and create them.
Next
→ Products