Module

Inventory & Warehouse

Know what you have, where it is, and what it’s worth.

Track stock levels, manage warehouse movements, and keep purchasing and sales aligned with real inventory.

Key Benefits

Real-time stock levels by item and warehouse or location.
Clear stock movements for receiving, issuing, transfers, and adjustments.
Purchase receiving workflow for accurate inbound tracking.
Faster fulfillment with item availability visibility before issuing stock.
Stock history and audit trail for accountability.
Low stock alerts and reorder support for replenishment planning.
Inventory reporting to support operational and financial controls.

Screenshots

Real screens from the platform.

Items list (Inventory & Warehouse)
Stock report (Inventory & Warehouse)

Features & Capabilities

Comprehensive feature set designed for operational excellence

Items & Item Groups

Create item masters and organize stock with consistent item groups.

Standardized item codes and names
Item groups for reporting and filtering
Opening stock setup by item
Stock status visibility per item

Warehouses / Locations

Manage where inventory is stored and viewed across your operation.

Warehouse records with accountable ownership
Location-level stock visibility where enabled
Item availability by warehouse or location
Transfer-ready stock tracking across sites

Stock Movements

Record every inventory movement with clear transaction history.

Receiving stock into warehouse balances
Issuing stock for fulfillment or internal use
Transfers between warehouses or locations
Adjustments for counts, damage, or corrections

Inventory Valuation

Review on-hand stock value to support inventory control decisions.

On-hand value visibility by item
Valuation views tied to movement records
Period review support for inventory checks

Reporting

Use inventory reports to monitor availability and movement trends.

Stock on hand views
Movement history reports
Low stock and reorder monitoring

Common Workflows

Step-by-step processes to achieve your business goals

Receive stock from Suppliers

1

Create or reference a purchasing record

2

Receive quantities into the target warehouse

3

Confirm balances update for available stock

4

Review movement history for traceability

Issue and transfer stock

1

Check item availability before issuing

2

Issue stock for customer fulfillment or internal use

3

Transfer stock between warehouses when required

4

Verify updated balances in destination and source records

Common Use Cases

Stock visibility across warehouses
Inbound receiving control
Internal issuing and fulfillment readiness
Cycle count and stock adjustment governance

Connected records across modules

Inventory can be referenced in purchasing workflows.
Inventory can be referenced in invoicing workflows.
Connected records across modules preserve movement context.

Built-in Reports & Analytics

Stock on hand by item and warehouse
Stock movement history
Low stock and reorder review
Inventory valuation summary

Available in These Plans

Choose the plan that fits your business needs

Growth Plan
Business Plan
Enterprise Plan

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User guide

How to use Inventory & Warehouse

Setup checklist, key workflows, reports, and troubleshooting.

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