Warehouses & stock control

Know what you hold, where, and what it is worth.

Warehouses#

Where Inventory → Warehouses

Permissions warehouses.view warehouses.create warehouses.edit warehouses.delete

Import columns: name, code, branch, phone, address. Deleting a warehouse affects any stock records tied to it, so deactivate instead when in doubt.

Stock adjustments#

Where Inventory → Stock adjustments

Permissions adjustments.view adjustments.create adjustments.edit adjustments.delete

Manual corrections, with a reason recorded for every one. Choose the Product, Warehouse and an Adjustment Type: Add to stock (Increase) or Remove from stock (Decrease), then the Quantity, a Reason (for example “Found extra stock during audit”) and optional notes. The page totals adjustments, increases, decreases and today's activity. Editing or deleting an adjustment corrects stock levels accordingly.

Stock counts#

Where Inventory → Stock counts

Permissions stock-counts.view stock-counts.create stock-counts.edit stock-counts.delete

1. Press Start count and choose the warehouse and notes (for example “Monthly count”).
2. Press Continue and enter Counted Qty for each product. Leave a product blank to skip it. Only filled items are saved.
3. Press Save Count. The count shows System, Counted and the variance for each product.
4. Submit the count to post the differences.

A count is Draft, Completed or Cancelled. Only draft counts can be deleted. Import columns: warehouse, notes, product, counted, one row per product per count.

Stock transfers#

Where Inventory → Stock transfers

Permissions transfers.view transfers.create transfers.edit transfers.delete

A transfer moves stock between warehouses in three steps, so stock is never counted twice:

1. Create. Choose the product, From Warehouse, To Warehouse, quantity, an optional Shipping Cost and notes (and serial / IMEI numbers where used). This creates a Pending request. No stock moves yet.
2. Ship. Deducts stock from the source warehouse. Status becomes In Transit.
3. Receive. Adds stock to the destination. Status becomes Completed.

You can Cancel a transfer. If stock already shipped, it returns to the source warehouse. Only pending transfers can be deleted. You can ship, receive or cancel many at once; completed transfers in the selection are skipped. You can edit only shipping cost and notes after creation.

Damaged stock#

Where Inventory → Damage stock

Permissions damage-stock.view damage-stock.create damage-stock.edit damage-stock.delete

Press Record Damage, choose the product, warehouse, Quantity Damaged, a damage category, a reason and notes. Stock is deducted immediately from that warehouse. The page shows the estimated loss value. Manage the lists under Damage categories (for example Handling) and Damage reasons (for example Water damage, Broken in transit).

Inventory period close#

Where Inventory → Inventory period closes

Closing a period saves a snapshot of every product's quantity, unit cost and value as of an end date, with a total inventory value. Closed periods show a lock. Reopen keeps the snapshot but signals that the period is no longer final. Delete permanently removes the snapshot. Import columns: period_end_date, notes.

Costing method#

Where Settings → Inventory defaults

Changing the method affects costs from now on. Past sales keep the cost they were recorded with.

Stock rules#