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Module guide

Inventory

What the Inventory module does, who uses it, the key terms in plain words and how it connects to Sales, Purchase, Finance and Manufacturing.

17 articlesUpdated 3 October 2026

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1

Inventory overview

What the Inventory module does, who uses it, the key terms in plain words and how it connects to Sales, Purchase, Finance and Manufacturing.

5 min read
2

Set up Inventory before the first movement

The order in which to configure warehouses, policy, products, permissions and opening stock before you receive or ship anything.

7 min read

Daily operations

Receive goods from a supplier8 min›Deliver goods to a customer8 min›Move stock between locations and warehouses8 min›Work with tasks, waves, handling units and the scanner9 min›Count stock and post adjustments8 min›Hold stock for quality and run a recall8 min›Handle customer and vendor returns7 min›Add landed costs and revalue stock9 min›Plan supply with availability, replenishment and reservations9 min›

Setup & configuration

Set up warehouse structure and putaway10 min›Set the stock policy, close periods and manage features10 min›Load opening stock and run the cutover check8 min›Lots, serial numbers, shelf life and packaging8 min›

Reports & controls

Check stock value against the ledger9 min›

Troubleshooting

Inventory troubleshooting6 min›

Reference

74

Screens and menus

Where everything is and what each screen is for.

260

Field reference

Every field, its limits and what is refused.

212

Actions and results

What each button does.

13

End-to-end workflows

Whole processes, step by step.

24

Access and permissions

Who may do what.