Inventory & Stock

How Inventory & Stock Works

Stock items, warehouses, stock movements, demand forecasting, and how inventory connects to purchasing, billing, and field service.

Add Stock Items

Create new stock items in the inventory catalogue.

Manage Warehouses

Add warehouse locations and track stock per location.

Raise a Purchase Order

Create a purchase order, get it approved, place it with the supplier and follow it through to delivery.

Low Stock and Reordering

Set reorder points, see which items have fallen to them, and turn them into a draft purchase request in one click.

How Toner Fulfilment Picks a Source

How a low-toner alert resolves to a mapped Inventory Item, and when it falls back to a supplier order.

Receive Goods

Receive approved purchase orders into inventory and review the draft vendor bill.

Stock Transfers

Move stock between warehouses without changing the total on-hand quantity.

Stock Adjustments

Record manual stock changes while keeping quantities and their audit trail together.

Asset Lifecycle

Track assets from purchase through depreciation to disposal.

Lots, Serial Numbers and Recall Tracing

Track lot numbers, expiry dates and serial numbers from receipt to customer.

Cycle Counts and ABC Classes

Count a little stock often, with the most valuable items counted most.

Replenishment Planning

See projected stock and raise draft purchase orders for everything that needs reordering.

How Inventory Reports Work

Canned reports, a scoped custom report builder, and scheduled email delivery for Inventory data.