Inventory & Warehouses
Products, stock movements, warehouses, counts and reports.
Overview
Before adding products, set up Categories and Units of Measure first: every product needs a category and a unit. Brands and tags are optional and can be added at any time.
Screens in this section
Products & master data
Categories
Group products (for example: drinks, desserts).
Units of Measure
The units you sell, buy and store in (piece, kilogram, box…).
Brands
The brands you sell (for example: Samsung, Nestlé).
Tags
Coloured labels you attach to products or contacts to group them freely (for example: "Summer offer", "VIP customer").
Products
Everything you sell, buy or make: goods, services and raw materials.
Barcode & Label Printing
Print barcode labels for products to stick on goods or shelves.
Inventory operations
Receipts
Record goods coming into the warehouse, for example from a supplier.
Deliveries
Record goods leaving the warehouse for a customer.
Internal Transfers
Move goods between locations in the same warehouse (for example from storage to a shelf).
Inter-Branch Transfers
Move goods from one warehouse to another (for example from the main branch to another branch).
In Transit
Goods that have left one warehouse but not yet reached the other.
Scrap
Remove damaged or expired goods from stock.
Inventory Adjustments
Correct stock after a physical count.
Inventory planning
Stock Levels
Here you set the minimum you do not want each product’s stock to fall below, in each warehouse.
Material Requirements Planning (MRP)
The purchasing clerk’s screen every morning: it answers "what do I buy today, how much, and why?".
Warehouses
Warehouses
The physical stores where goods are kept.
Locations
Places inside or linked to a warehouse: stock, shelves, vendor location, customer location, scrap location… Every…
Operation Types
Define each kind of movement: its type (receipt, delivery, internal transfer), from which location to which, and in…
Operations engine
Rules
A rule is one step in a chain: "create a document of this kind that moves goods from this location to that one".
Routes
A route says: "when this event happens to these products in this warehouse, run these rules in this order".
Inventory reports
Stock Report
Each product’s balance on a given date: quantity, its value at cost, and total in, out and scrapped.
Stock Movement Report
Every in and out movement for each product: date, reference, from, to and quantity.
Inventory Adjustment Report
All count adjustments with the difference per product, to review shortages and surpluses.
Scrap Report
Quantities scrapped per product and their value, to track damaged and expired goods.
Product Cost Conflict Report
Products whose cost should come from their components (groups, manufactured products, products with an ingredient…
Inventory Quantity Log
A log of every change to each product’s quantity: the amount, whether it is an Increment or Decrement, the source…