Inventory Management Guide

Learn how to track stock levels, manage suppliers, and handle inventory operations.

Stock Management

Viewing Stock Levels

  1. 1. Go to Inventory → Stock Levels
  2. 2. View all products with current stock quantities
  3. 3. Use filters to find specific products
  4. 4. Click on a product to view detailed stock history

Low Stock Alerts

The system automatically alerts you when stock is running low:

  • • Products below minimum stock level are highlighted in red
  • • You'll see alerts in the dashboard
  • • Set minimum stock levels in product settings

Purchase Orders

Creating a Purchase Order

  1. 1. Go to Inventory → Purchase Orders
  2. 2. Click "Create Purchase Order"
  3. 3. Select supplier (or create new)
  4. 4. Add products and quantities
  5. 5. Set expected delivery date
  6. 6. Add notes (optional)
  7. 7. Submit for approval (if required) or save as draft

Receiving Stock

  1. 1. When stock arrives, go to the Purchase Order
  2. 2. Click "Receive Stock"
  3. 3. Enter quantities received for each item
  4. 4. Update stock levels automatically
  5. 5. Mark purchase order as completed

Stock Transfers

Transfer stock between locations or warehouses.

  1. 1. Go to Inventory → Stock Transfers
  2. 2. Click "Create Transfer"
  3. 3. Select source location
  4. 4. Select destination location
  5. 5. Add products and quantities to transfer
  6. 6. Add transfer reason (optional)
  7. 7. Submit transfer
  8. 8. Stock is automatically updated at both locations

Stock Adjustments

Adjust stock levels for discrepancies, damages, or corrections.

  1. 1. Go to Inventory → Stock Levels
  2. 2. Find the product you want to adjust
  3. 3. Click "Adjust Stock"
  4. 4. Enter new quantity or adjustment amount
  5. 5. Select adjustment reason
  6. 6. Add notes explaining the adjustment
  7. 7. Save adjustment

⚠️ Important: All stock adjustments are logged and can be reviewed in the adjustment history.

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