📦 Inventory Management

Complete inventory control system

Manage stock, orders, suppliers, and analytics across your entire supply chain. Real-time visibility and automated workflows to optimize your inventory operations.

What is Inventory Management?

The Datar Inventory Management service provides comprehensive tools for tracking, managing, and optimizing your inventory across multiple locations. From simple stock tracking to complex supply chain operations, the service scales with your business needs. Built on a flexible foundation, the module supports various inventory methodologies while providing real-time visibility into stock levels, movements, and financial impact.

Module availability
Inventory Management is available across all Datar installations and supports multi-location deployments.

Key benefits

Real-time inventory visibility
Real-time inventory visibility across all locations
Automated reorder management
Automated reorder point management
Order processing
Integrated purchase and sales order processing
Analytics & reporting
Comprehensive analytics and reporting
Multi-location support
Multi-location support
Tracking capabilities
Barcode and serial number tracking

Key Financial Summary

Overall financial performance snapshot

Total Revenue
R 229 890,00
Total Spent
R 108 350,00
Cost of Goods Sold
R 108 350,00
Net Cashflow
R 121 540,00

Core features

Inventory Management provides comprehensive functionality to handle all aspects of inventory operations, from basic stock tracking to complex supply chain management.

📦
Item Management

Create and manage inventory items with detailed attributes, variants, and tracking capabilities.

Key capabilities
SKU and barcode management
Category organization with custom attributes
Variant tracking (size, color, material, etc.)
Multi-level pricing and cost tracking
Serial number and batch management
📦

📍
Location Management

Organize inventory across multiple locations with zone-based structure and permissions.

📍
Key capabilities
Multi-location support
Zone and bin organization
Location-specific permissions
Inter-location transfers

🗂️
Category Management

Hierarchical organization with custom attributes

Key capabilities
Unlimited hierarchy levels
Custom attributes per category
Inheritance from parent categories
Bulk operations on category items
Category-based reporting and analysis
🗂️

⚖️
Stock Adjustments

Accurate inventory corrections with audit trails

⚖️
Key capabilities
Physical count adjustments
Damage and loss tracking
Write-offs and write-ons
Approval workflows for large adjustments
Complete audit trail documentation

🛒
Purchase Orders

Streamline procurement with automated workflows and supplier management.

Key capabilities
Automated approval workflows
Supplier performance tracking
Cost control and budget management
Quality assurance and inspection
Integration with receiving processes
🛒

💰
Sales Orders

Efficient order fulfillment with real-time inventory allocation and tracking.

💰
Key capabilities
Automated inventory allocation
Real-time order tracking
Integrated shipping management
Return and exchange processing
Customer communication automation

📈
Analytics & Reporting

Comprehensive reporting and business intelligence for inventory optimization.

Key capabilities
Inter-location transfers with approval
Real-time transit tracking
Stock reservation during transfer
Emergency and return transfers
Complete movement audit trails
📈

🚚
Stock Movements

Track all inventory movements with complete audit trails and approval workflows.

🚚
Key capabilities
Inventory valuation and aging analysis
Turnover and velocity metrics
ABC classification and optimization
Demand forecasting and planning
Custom dashboards and KPI tracking

Common workflows

Key workflows that connect to create an efficient, automated system that reduces manual work and improves accuracy.

📥 Receiving Inventory
Complete workflow for receiving and processing incoming inventory
Create PO
Receive Items
Quality Check
Update Stock
📤 Order Fulfillment
End-to-end process for fulfilling customer orders efficiently
Receive Order
Pick Items
Pack & Ship
Update Stock
🔄 Stock Transfers
Moving inventory between locations with proper tracking
Create Transfer
Ship Items
Receive Items
Complete Transfer

Best practices

Follow these best practices to ensure optimal performance and accuracy in your inventory management operations.

✅ Do's

• Perform regular cycle counts to maintain accuracy
• Set up automated reorder points for critical items
• Use consistent naming conventions for SKUs
• Implement barcode scanning for efficiency
• Review and update supplier information regularly
• Monitor key metrics like turnover rates

❌ Don'ts

• Set up alerts for low stock and critical thresholds
• Review and update reorder points based on demand patterns
• Regularly audit supplier performance and pricing
• Keep documentation updated with process changes

Security

• Implement role-based access control (RBAC)
• Enable audit logging for all critical operations
• Regularly review and update user permissions
• Use secure API keys for system integrations

Troubleshooting

Common issues you might encounter and their solutions. If you can't find what you're looking for, contact support for additional assistance.

Cause: This usually indicates missing transactions or data entry errors.

Resolution steps:

1. Review recent stock movements and adjustments in the audit log
2. Check for unprocessed receipts, shipments, or transfers
3. Perform a cycle count for the affected items
4. Use the stock adjustment feature to correct discrepancies
5. Document the root cause to prevent future occurrences

Cause: Stock is only updated when items are received, not when PO is created.

Resolution steps:

1. Verify the purchase order status is set to "Received"
2. Check that received quantities match expected quantities
3. Confirm the receiving location is correct
4. Review the receiving workflow in the system logs

Cause: Check reorder point configuration and notification settings.

Resolution steps:

1. Verify reorder points are properly configured for items
2. Check notification preferences in user settings
3. Ensure email notifications are enabled and working
4. Review the reorder point calculation methodology
5. Test the alert system with a known low-stock item

Cause: Authentication, rate limiting, or data format issues.

Resolution steps:

1. Verify API credentials and permissions
2. Check API rate limits and usage quotas
3. Validate request data format and required fields
4. Review API response status codes and error messages
5. Consult the API documentation for endpoint specifications