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Inventory

Warehouses and stock

Inventory shows what you have, where it is, and every movement in and out.

Where

Inventory › Stock · Inventory › Warehouses · Inventory › Counting › Serial Numbers · Inventory › Insights › History

Who

Anyone allowed to see inventory.

Add a warehouse

1
Open Warehouses and press + New warehouse.
2
Type its Code and Name (both are required), then its Address, City and country. Leave Offer this warehouse on new documents ticked if people should be able to choose it. Hide it from the customer when it holds no stock keeps an empty warehouse out of what a customer sees.
3
Press Save.
The New warehouse form

On the list, each warehouse has See its stock, Edit, Assign staff and Archive. Add multiple makes several at once; Show archived brings archived ones back into view.

The warehouses list

Stock

Stock lists every catalogue item’s quantity per warehouse: Name, SKU, Warehouse, Qty, Sale price, Status and Min / Max. The four figures above it count Items below minimum, Out of stock, Expiring within 30 days and Above maximum. Narrow the list by warehouse, by group, or to Below minimum stock, Above maximum stock, Expiring soon or Out of stock. On a row: See its history and Print barcode labels. Import and Export are at the top. A new item is not made here: it is made in the Items catalogue.

Stock: every item's quantity per warehouse
Stock narrowed with its filters

Serial numbers and history

Serial Numbers: pick a commodity, then press Serials on its row. A serial carries where it is, whether it has been used, and the documents it arrived on and left on.

Serial Numbers
The serials of one item

History lists every movement in and out with the balance either side of it: Opening stock and Closing stock, the warehouse, the date and the Document that moved it. Open on a row opens that document.

History: every movement in and out