Inventory

Items, locations and stock levels, stock transfers and stocktakes.

Articles in this section

1. 1 Add and import items Add an item with New item on the Items page, or load your whole catalog from a CSV file with Import items.
2. 2 Organize categories and units A category groups similar items for search and reports, and a unit sets how an item is counted or weighed; you manage both under Item categories and Units in Inventory.
3. 3 Track locations and stock levels Set up every place you keep goods as a location under Locations, follow quantities under Stock levels, and fix a wrong balance with a stock adjustment.
4. 4 Move goods between locations Move items from one location to another with New transfer: inside a branch they move at once, between branches they are dispatched and then received, and every shortage or damage is recorded until someone resolves it.
5. 5 Count a location Start a New stocktake for a location, let staff count by scanning or typing, then review, approve and post the differences so Sahab's stock is right.
6. 6 Damaged stock and goods sold beyond stock Move damaged goods to quarantine with Report damage and then decide what happens to them, and follow under Sold beyond stock what was sold beyond its balance in Sahab.
7. 7 Batches and serial numbers Being written The Batches & serials page lists every batch and serial number you received, with the stock on hand and the expiry date.
8. 8 Inventory valuation Being written The Inventory valuation page shows the stock value of each item and the total stock value under the cost method your company uses.