Inventory Management
Comprehensive control over products, categories, and stock operations across multiple store locations.
Inventory Management
12.1 Overview
The Inventory Management module provides comprehensive control over products, categories, and stock operations across multiple store locations. It includes stock receiving, issuing, transfers between stores, and detailed reporting with export capabilities.
Module Structure:
- Categories & Products - Manage product categories and product catalog
- Stock Management - Stock operations (Reports, Stock In, Stock Out, Stock Transfers)
12.2 Categories & Products
12.2.1 Categories Tab
Organize products into logical groupings by category.
Category Fields:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Category name (e.g., Electronics, Beverages) |
| Store | Yes | Select which store this category belongs to |
12.2.2 Products Tab
Manage the product catalog with pricing and store assignments.
Product Fields:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Product name |
| Barcode | No | Product barcode |
| Description | No | Product description |
| Unit | Yes | Unit of measure (pcs, kg, ltr) |
| Min Stock Level | No | Minimum stock quantity for alerts |
| Cost Price | Yes | Purchase/cost price |
| Selling Price | Yes | Retail selling price |
| Wholesale Price | No | Wholesale price |
| Store | Yes | Assign product to a store |
| Category | No | Assign to a category |
| Expiry Date | No | Product expiration date |
12.3 Stock Management
12.3.1 Stock Reports Tab
Summary Cards:
| Card | Description | Icon Color |
|---|---|---|
| Total Products | Number of products with total quantity | Gray |
| Low Stock Items | Products below minimum stock level | Yellow |
| Expiring Soon | Products expiring within 30 days | Orange |
| Expired Items | Products past expiry date | Red |
View Tabs:
- All Stock
- Low Stock
- Expiring Soon
- Expired
Export Options:
- PDF Report
- Excel Workbook
12.3.2 Stock In Tab
Receive inventory from purchases, returns, production, adjustments.
Movement Types:
- Purchase
- Return In
- Production
- Adjustment
12.3.3 Stock Out Tab
Record outgoing inventory for various reasons.
Movement Types:
- Sale
- Return Out
- Consumption
- Damage
- Expiry
12.3.4 Stock Transfers Tab
Transfer inventory between store locations.
Business Rules:
- Source and destination stores must be different
- At least one item required per transfer
- Cannot transfer more than available stock
12.4 Inventory Business Rules
Categories Rules
- Each category must have a unique name within its store
- Store cannot be changed after category creation
Products Rules
- Product name is required
- Store assignment is permanent
- Cost price and selling price are required
Stock In Rules
- Quantity must be greater than 0
- Batch number is required
Stock Out Rules
- Quantity must be greater than 0
- Reason is required for all stock outs
- Cannot issue more than available stock
Transfer Rules
- Source and destination stores must be different
- At least one item required per transfer