Organise your items
Maintain item and unit information used across sales, purchases and manufacturing. Bring consistent item references into daily transactions.
ITEMS, STORAGE LOCATIONS & STOCK MOVEMENTS
Track stock across warehouses.
Know what is in stock and where it is stored. Manage item records, transfers and adjustments, with a history of goods coming in and going out.
Included in Basic, Growth and Advance
Inventory Stock by location
HS-010 · EachHousingRaw materials warehouse
In stockTotal quantity 840Storage locations 3
Rack A-01 · 620 eachRack A-02 · 160 / Rack B-01 · 60
Movement historyReceipts, transfers & adjustments
Illustrative workspace · Sample data
INVENTORY FOR STORES, SALES & PRODUCTION
Manage warehouse balances and stock movements.
Record stock received, transferred, used in production and dispatched. Review these movements to check each warehouse balance. Keep item codes, units and storage locations consistent across the teams handling your goods.
See stock by location
Review warehouse and location balances, with access configured for the teams responsible for each area.
Record stock movements
Manage transfers and adjustments with corresponding stock records. Follow material as it moves between your storage locations.
ITEM & UNIT RECORDS
Use the same item details
across your business.
Create item records for the materials and products you handle. Use these records in purchases, sales and stock transactions so each team works with the right code and unit.
01
Identify every item
Maintain item codes, names and descriptions. Group products using the available item categories and types.
02
Set units and item details
Record the unit of measure and the tax and product details needed for your transaction documents.
03
Review stock from the item record
Check where an item is stored and follow its stock transactions when investigating a quantity or movement.
Item record HS-010
Housing
Machined housing for drive assembly
- Item code
- HS-010
- Unit
- Each
- Category
- Components
- Item type
- Raw material
- Stock limit
- 100 each
- Lead time
- 7 days
Stock across locations840 each
Raw materials warehouse3 locations
Used in your records
PurchasesSalesStock
Illustrative workspace · Sample data
WAREHOUSES & STORAGE LOCATIONS
See the quantity
at each storage location.
Organise warehouses and the locations within them. Review the recorded stock for an item by location before receiving goods, moving material or preparing a dispatch.
STOCK BY LOCATION
840 in stockHousing HS-010 · Each
Raw materials warehouseRM-01 · Pune site
A1Rack A-01Main storage620 each
A2Rack A-02Picking area160 each
B1Rack B-01Reserve storage60 each
Illustrative workspace · Sample data
Set up your warehouses
Keep warehouse codes, names and site details together for the areas where you hold stock.
Name the storage locations
Identify racks, bins or other storage areas within a warehouse so transactions refer to a specific location.
Check the item balance
Filter the stock view by item and warehouse, then review the quantities held at the relevant locations.
STOCK TRANSFER · 04 NOV 2026
ReleasedST-0028
FROMRack A-01Raw materials warehouse
TORack A-02Raw materials warehouse
ITEM TRANSFERREDHousingHS-010
40 eachSource balance660 620
Destination balance120 160
Stock movement recorded
40 each out of Rack A-01 and 40 each into Rack A-02.
Illustrative workspace · Sample data
STOCK TRANSFERS
Record where stock moves
and how much is moved.
Keep the source, destination and item quantities on a stock-transfer record. Stores can review the movement instead of changing location balances without a document.
01
Choose the source and destination
Select the warehouses and storage locations involved in the movement.
02
Add the items to transfer
Record the products and quantities being moved, with a transfer date and supporting reference.
03
Release and review the movement
Release checks the source stock, then records both the outward and inward entries. Review the resulting balances and print the transfer document when needed.
One movement, two locations. A transfer moves the recorded quantity from the source to the destination.
STOCK ADJUSTMENTS
Record corrections
with a stock transaction.
When a stock check identifies a difference, record an inward, outward or damaged adjustment for the item and location. Saving the adjustment updates stock and keeps the quantity change available for review.
01
Select the affected item and location
Identify the warehouse, storage location and product whose recorded quantity needs to change.
02
Enter the adjustment quantity
Record the required increase or decrease, using the adjustment direction and quantity.
03
Keep the reason with the entry
Add remarks to explain the correction, including your stock-count reference if needed. Review it later in the stock transaction history.
STOCK ADJUSTMENT · 06 NOV 2026
OutwardHousing HS-010
Raw materials warehouse · Rack A-01
Adjustment quantity−2 each
Correction after a physical stock check
Previous quantity620
Updated quantity618
REMARKSStock count correction
Count reference: COUNT-NOV-01. Two units short during the location count; outward adjustment recorded.
Illustrative workspace · Sample data
ITEM & LOCATION TRANSACTIONS
Check what changed
the stock balance.
Follow the inward and outward entries for an item. Use dates and document references to understand receipts, transfers, issues and adjustments.
STOCK TRANSACTIONS · 02–06 NOV 2026
Housing Raw materials warehouse · Rack A-01
Opening stock600
Inward+60
Outward−42
Closing stock618
| Date | Transaction / reference | In | Out | Balance |
|---|---|---|---|---|
| 03 Nov2026 | Goods receipt03 Nov · GRN-0041 | 60 | — | 660 |
| 04 Nov2026 | Stock transfer04 Nov · ST-0028To Rack A-02 | — | 40 | 620 |
| 06 Nov2026 | Stock adjustment06 Nov · COUNT-NOV-01 | — | 2 | 618 |
Review the quantity change alongside its date and document reference.
Illustrative workspace · Sample data
Item stock reports
Review quantities by product when planning purchases or answering a stock query.
Location stock reports
Check the items and quantities held in each storage area.
Movement reports
Review transfer and adjustment records for the selected period.
Low-stock review
Compare reported item balances with their configured stock limits when planning purchases.
Can one item be held in multiple locations?
Yes. An item can have stock in different storage locations. Review the location balances and use the relevant source or destination when recording a movement.
Can we move stock between warehouses?
Yes. Stock transfers record the source and destination warehouses, storage locations and item quantities. Release posts the outward and inward movements.
Can we check why a stock quantity changed?
Use item and location transaction views to review inward and outward quantities, dates and references. Transfer and adjustment reports provide additional views of those movements.
Does the licence include multiple companies?
Every base licence covers up to two companies. Warehouse and user access is configured for your operations. Additional companies are available as a separate licence add-on.
Which plans include inventory management?
Items, warehouses, stock transfers and adjustments are included in Basic, Growth and Advance. Growth adds BOM, material planning and production; Advance adds specialist operations and HRM.