Inventory

Inventory manages stock-backed items, warehouse balances, stock movements, valuation, stock take, landed costs, reorder suggestions, and production execution.

Agriculture, POS, Production, Billing, and other services can originate stock-related business events, but Inventory remains the authoritative stock ledger. If produce is accepted, downgraded, quarantined, transferred, dispatched, or written down, the resulting stock truth lives here.

Inventory consumes shared platform records:

• operational item master from Administration > General Setup
• warehouse locations from shared operational locations
• UOM from shared UOM setup
• pricing, billing, POS, agriculture, and production flows as downstream users of stock
• GL posting rules for stock valuation and inventory accounting

When To Use Inventory

Use Inventory when you need to:

• define stock-managed items
• classify items for valuation and accounting behavior
• receive, issue, transfer, adjust, or reverse stock
• review stock balances and valuation layers
• reserve stock for downstream flows
• run stock take
• allocate landed costs
• manage reorder suggestions
• release and close production orders

Workspaces

Workspace Reference

Workspace	How Users Reach It	What Users Usually Do There
Item Categories	Inventory -> Setup -> Item Categories	Maintain stock item categories for valuation, handling, and accounting defaults.
Stock Items	Inventory -> Setup -> Stock Items	Maintain inventory-managed items linked to shared operational items.
Warehouses	Inventory -> Setup -> Warehouses	Maintain warehouse operational locations.
Production Setup	Inventory -> Setup -> Production Setup	Maintain BOMs and routings used by production flows.
Stock Balances	Inventory -> Operations -> Stock Balances	Review on-hand, available, reserved, and valued stock.
Stock Movements	Inventory -> Operations -> Stock Movements	Receive, issue, transfer, adjust, reverse, and review stock movement history.
Stock Take	Inventory -> Operations -> Stock Take	Count stock, compare against system balance, and process approved variances.
Reorder Suggestions	Inventory -> Operations -> Reorder Suggestions	Review replenishment signals and stock planning needs.
Landed Costs	Inventory -> Operations -> Landed Costs	Allocate freight, duty, clearing, and other landed costs into valuation.
Production Orders	Inventory -> Operations -> Production Orders	Release, execute, cost, and close production orders.

Open Inventory > Setup to maintain:

• item categories
• stock items
• warehouse locations
• production setup, including BOMs and routings

Open Inventory > Operations for:

• stock balances
• stock movements and reservations
• reorder suggestions
• landed costs
• production orders
• stock take

Core Concepts

Operational Item Versus Stock Item

The operational item is the reusable item identity. A stock item is the inventory-managed execution record that carries stock behavior, valuation, warehouse balance, and movement control.

Not every operational item must be a stock item. Services, digital offerings, or non-stock resources may remain outside inventory.

Warehouse

A warehouse is an operational location used for stock holding. Inventory does not need a separate warehouse master when operational locations already represent warehouses.

Stock Balance

Stock balance shows what is on hand, available, reserved, or otherwise controlled by item, warehouse, lot, batch, or expiry where applicable.

Stock Movement

A stock movement changes inventory quantity or value. Common movement types include receipt, issue, transfer, adjustment, write-down, reversal, and production movement.

Valuation

Inventory valuation determines the monetary value of stock. Depending on configuration, valuation can use FIFO, weighted average, landed costs, write-downs, and cost allocation layers.

Common Flows

• Opening stock migration loads signed-off opening stock balances while the tenant is still in migration mode.
• Purchase receipt increases stock.
• Sale or dispatch issues stock.
• Transfer moves stock between warehouses.
• Stock take compares system balance with counted quantity.
• Landed cost adds freight, clearing, duty, or other costs into item valuation.
• Production consumes input materials and receives finished output.
• Agriculture produce intake or grading can result in accepted stock, quarantined stock, or rejected quantity; the resulting stock position and value must still be reviewed in Inventory.

For a concrete stock example, see Item Receipt To Stock Take.

Common Mistakes To Avoid

• Do not create duplicate item identities in POS, production, or agriculture when the item should be shared.
• Do not keep a separate produce stock truth inside Agriculture; accepted produce, rejected produce, and stock valuation must reconcile through Inventory.
• Do not adjust stock when a receipt, issue, return, or reversal workflow is the correct audit path.
• Do not use stock take to hide operational mistakes; investigate large variances.
• Do not allocate landed costs after finance has already closed or relied on the valuation period without review.
• Do not close production orders before materials, operations, output, and cost absorption are reviewed.

Related Guides

• Opening Stock Migration
• Item Receipt To Stock Take
• Inventory Setup
• Inventory Operations
• POS Overview