📦 Inventory Management

Complete inventory control system for managing stock, orders, suppliers, and analytics across your entire supply chain.

Overview

What is Inventory Management?

The Datar Inventory Management module provides comprehensive tools for tracking, managing, and optimizing your inventory across multiple locations. From simple stock tracking to complex supply chain operations, the system scales with your business needs.

Built on a flexible foundation, the module supports various inventory methodologies including FIFO, LIFO, and weighted average costing, while providing real-time visibility into stock levels, movements, and financial impact.

Key Benefits
✓ Real-time inventory visibility across all locations
✓ Automated reorder point management
✓ Integrated purchase and sales order processing
✓ Comprehensive analytics and reporting
✓ Multi-location and multi-currency support
✓ Barcode and serial number tracking

Getting started

Follow these steps to set up your inventory management system:

1. Configure Locations
Set up your warehouses, stores, and other inventory locations with zone organization.
2. Create Categories
Organize your inventory with hierarchical category structures and custom attributes.
3. Add Initial Inventory
Create inventory items with SKUs, variants, and detailed attributes.
4. Set Up Suppliers
Configure supplier relationships for purchase order processing and procurement.
5. Configure Workflows
Set up approval workflows, reorder points, and notification preferences.
6. Start Operations
Begin processing orders, tracking movements, and analyzing performance.

Core features

  1. 📦
    Item Management
    Create and manage inventory items with detailed attributes
    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
  2. 📍
    Location Management
    Multi-location inventory with zone organization
    Warehouse, store, and virtual locations
    Zone and bin organization
    Location-specific permissions
    Inter-location visibility
    Capacity and restriction management
  3. 🗂️
    Category Management
    Hierarchical organization with custom attributes
    Unlimited hierarchy levels
    Custom attributes per category
    Inheritance from parent categories
    Bulk operations on category items
    Category-based reporting and analysis
  4. ⚖️
    Stock Adjustments
    Accurate inventory corrections with audit trails
    Physical count adjustments
    Damage and loss tracking
    Write-offs and write-ons
    Approval workflows for large adjustments
    Complete audit trail documentation
  5. 🛒
    Purchase Orders
    Streamlined procurement and supplier management
    Automated approval workflows
    Supplier performance tracking
    Cost control and budget management
    Quality assurance and inspection
    Integration with receiving processes
  6. 💰
    Sales Orders
    Efficient order fulfillment and customer management
    Automated inventory allocation
    Real-time order tracking
    Integrated shipping management
    Return and exchange processing
    Customer communication automation
  7. 🚚
    Transfers & Movements
    Track inventory movements between locations
    Inter-location transfers with approval
    Real-time transit tracking
    Stock reservation during transfer
    Emergency and return transfers
    Complete movement audit trails
  8. 📈
    Analytics & Reports
    Comprehensive reporting and business intelligence
    Inventory valuation and aging analysis
    Turnover and velocity metrics
    ABC classification and optimization
    Demand forecasting and planning
    Custom dashboards and KPI tracking

Common workflows

📥 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

✅ 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
• Don't skip receiving inspections
• Avoid manual stock adjustments without documentation
• Don't ignore low stock alerts
• Avoid duplicate SKUs or item codes
• Don't process orders without checking availability
• Avoid outdated pricing information

Troubleshooting

This usually indicates missing transactions or data entry errors.
• Review recent stock movements and adjustments
• Check for unprocessed receipts or shipments
• Perform a cycle count for affected items
• Use stock adjustment feature to correct discrepancies
Stock is only updated when items are received, not when PO is created.
• Ensure the PO status is set to "Received"
• Check that received quantities are entered correctly
• Verify the receiving location is correct
• Review the receiving workflow documentation
Check reorder point configuration and notification settings.
• Verify reorder points are set for items
• Check notification preferences in settings
• Ensure email notifications are enabled
• Review the reorder point calculation method

Related resources

  1. API Reference
    Integrate inventory data with external systems
  2. Asset Management
    Manage fixed assets and equipment
  3. Project Management
    Link inventory to project requirements

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