The inventory module covers the full lifecycle of your physical goods — how products are measured, where they are stored, how stock is tracked, moved between locations, and corrected when discrepancies arise.
- Units of measure — define how products are counted, weighed, and measured, with automatic conversions between units.
- Warehouses and locations — set up your storage facilities, organize them into functional zones, and define bin-level locations down to individual shelves and compartments.
- Stock levels — view current inventory quantities, track lots and serial numbers, and configure low stock alerts.
- Stock movements — record and track all inventory movements including receipts, shipments, and internal transfers.
- Transfer orders — plan and execute inter-warehouse inventory transfers with picking, shipping, and receiving stages.
- Stock journal — an immutable audit trail of every inventory change.
- Inventory adjustments — correct inventory discrepancies through adjustments with approval workflows.
- Cycle counting — set up automated counting programs and assign count tasks to verify inventory accuracy.
Navigation
Open Inventory in the sidebar. The module opens on what needs doing (below), and the sidebar lists the work:
| Entry | What it holds |
|---|---|
| Products | the product catalog — see Products |
| Stock | one page with four tabs: Stock Levels, Stock Lots, Serial Numbers and the Warehouse Map — see Stock levels |
| Movements | one page with two tabs: the stock Movements, and the Journal each one leaves — see Stock movements and Stock journal |
| Transfers | stock sent from one warehouse to another — see Transfer orders |
| Adjustments | corrections to stock, with their approval — see Inventory adjustments |
| Count Tasks | the counts to carry out, and the differences they find — see Cycle counting |
Setup, at the end of the list, holds everything the module is set up with.
See what needs doing
Opening Inventory shows the work waiting for somebody, in seven lists. Each row opens the record where the job is done, and the lists are read again every time you open the page.
| List | What it shows | What to do |
|---|---|---|
| Low stock | the products at or under the reorder point their low stock alert sets, the ones down to their minimum first, in the warehouse the alert watches or across every warehouse | open the product to see where its stock stands, then reorder or transfer it |
| Counts to do | the count tasks assigned or started, by the day they are scheduled for, marked late once that day has passed; a task nobody is assigned to says Unassigned | open the task, count what it lists, and Complete it |
| Counted, to review | the counts finished and waiting for a supervisor, the oldest first | open the task and Review it, or Write a correction for the differences it found |
| Transfers to receive | the transfers on their way, by the expected arrival, marked late once it has passed; then those received and not yet completed | receive the goods, put them on the shelves and complete the transfer: until then its stock is in neither warehouse |
| Adjustments to post | the adjustments waiting for approval, and those approved but not yet posted, the oldest first | Approve the adjustment, then Post it to move the stock |
| Expiring soon | the stock still on the shelves whose expiry date falls in the next thirty days, the soonest first, with its lot | sell or use it first; open the lot to see where it is |
| Lots to inspect | the lots whose quality is pending or under review, the oldest received first | open the lot and Approve or Reject it |
Each list shows five rows and how many there are in all, and View all opens the whole list at the same selection. Low stock and Expiring soon have none, because the alerts cannot be narrowed to the ones triggered, nor the stock to a lot’s date. At the top of the page, buttons start the week’s usual documents: New product, New transfer order and New inventory adjustment. The stock figures sit under the buttons, and the expiring stock’s Within 30 days figure counts exactly the stock Expiring soon lists. You see only the lists and the buttons your role lets you open.
Set up the module
Setup is one page for what you set once and come back to when the business changes. It has a tab for each:
| Tab | What it holds |
|---|---|
| Warehouses | your warehouses, their zones and their locations — see Warehouses and locations |
| Units of Measure | how quantities are counted and converted — see Units of measure |
| Tax Classes | the value-added tax (TVA) rates your products carry — see Taxes |
| Product Categories | the tree products are classed in — see Product categories |
| Product Families | the families products and their variants belong to — see Product families |
| Product Attributes | the attributes variants are made from — see Product attributes |
| Product location assignments | where each product is kept in a warehouse — see Product location assignments |
| Low Stock Alerts | the minimum each product should not fall below — see Low stock alerts |
| Cycle Counts | the counting programs that schedule the count tasks — see Cycle counting |
Each tab keeps the address its list always had, so a bookmark, or the link in a low stock notification, still opens it. You see only the tabs your role lets you open, and with none of them Setup is not in your sidebar. The price lists are a tab of Sales › Setup, and the currencies a tab of Treasury › Setup.