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InventoryJuly 1, 20262 min read
Inventory Management Documentation
Comprehensive guide to managing products, stock levels, transfers, and inventory adjustments.
Product Management
Creating Products
Each product requires:
- Name & Description: Clear, searchable product information
- SKU/Barcode: Unique identifier (auto-generated or custom)
- Pricing: Base price, compare price, cost
- Category: Organize products into logical groups
- Unit: Piece, kg, liter, box, etc.
- Images: Upload product photos for visual identification
Product Variants
For products with options (size, color, flavor), use variants. Each variant can have its own SKU, price, and stock level.
Stock Management
Stock Adjustments
Use stock adjustments to correct inventory levels:
- Increase: For discovered stock or corrections
- Decrease: For damaged, expired, or lost items
- Write-Off: For unsellable inventory with full audit trail
Stock Transfers
Move stock between warehouses or store locations:
- Create a transfer from source location
- Add products and quantities
- Send the transfer
- Receive at destination location
Stocktaking
Run physical counts to verify system accuracy:
- Full Count: Count everything at once
- Cycle Count: Count specific categories on rotation
Reorder Management
Set minimum stock levels and reorder quantities for each product. The system generates reorder suggestions when stock drops below thresholds.
Batch & Expiry Tracking
For perishable goods, track batches with:
- Manufacturing date
- Expiry date
- Batch number
- Quality status