Inventory — User Guide

Who can use Inventory

Install Products and then the free Inventory module. Your role needs inventory.view to inspect stock, inventory.adjust for changes, and inventory.transfer for transfers.

Stock levels and movements

Open Inventory from the sidebar. Filter stock by product or warehouse, search SKU/name, and use Low stock to find stock-tracked products at or below their reorder level. Open a product's movement history to see the quantity, resulting balance, warehouse, source, note, and actor.

Adjust stock

Select Adjust stock, choose a stock-tracked product, optionally choose a warehouse, then select:

• In — add the entered quantity
• Out — remove the entered quantity
• Adjust — set on-hand quantity to the entered value (not available for serial- or lot-tracked products)

For products with Track serials, enter one serial number per unit (one per line). Quantity must be a whole number and must match the serial count. For Track lots, enter the lot/batch number (optional expiry on stock in). On stock in (or set-quantity increases), you may enter an optional Unit cost so the product moving-average cost updates; leave it blank to use the current product cost. Stock cannot go below zero. If no warehouse is selected, the default MAIN warehouse is used.

The stock table shows Avg cost and Value (qty × avg cost). The KPI strip includes Inventory value across the current filters.

Transfers

1. Create a transfer with different source and destination warehouses.
2. Add each stock-tracked product and quantity.
3. Edit or delete it while it is Draft.
4. Dispatch it to move it to In transit.
5. Complete it to post transfer-out at the source and transfer-in at the destination. For serial-tracked lines, enter the serials moving; for lot-tracked lines, enter the lot number.

You can cancel Draft or In-transit transfers. Completed and cancelled transfers are terminal; cancellation does not post stock.

Purchase order receipts

Marking a Purchase Order as Received (or receiving with per-line quantities) posts stock-in for each line that has a product_id and whose product tracks stock, provided both Products and Inventory are installed. Serial-tracked lines require matching serial numbers; lot-tracked lines require a lot number (optional expiry). Full receive without line quantities is not allowed when any remaining line is serial/lot tracked — open the receive dialog and enter serials or lots. You may choose a warehouse when receiving; otherwise the default warehouse is used. Partially received without line quantities remains acknowledgement-only and posts no stock.

When Accounting is installed, a manual stock in posts Dr Inventory Asset (1200) / Cr Owner Equity (3000) at the product cost. A stock out posts Dr Cost of Goods Sold (5000) / Cr Inventory Asset. An adjust posts only the quantity change. A warehouse transfer posts no journal. Stock received from a purchase order is journaled on the receipt (Accounts Payable), not again on the stock movement.