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📦 Inventory Management

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API reference

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

Quick Start Guide

Get your inventory system up and running in 4 simple steps. Follow this guided workflow to set up locations, categories, items, and suppliers.

  1. 🏢
    Set Up Your First Location
    Create a warehouse or storage location to track inventory
    Steps
    1
    Navigate to Locations
    2
    Click 'Add Location'
    3
    Enter location details
    4
    Configure zones and bins
    Create Location
  2. 🗂️
    Create Item Categories
    Organize your inventory with hierarchical categories
    Steps
    1
    Go to Categories
    2
    Design category structure
    3
    Add custom attributes
    4
    Set up inheritance rules
    Manage Categories
  3. 📦
    Add Your First Items
    Create inventory items with SKUs and detailed attributes
    Steps
    1
    Navigate to Items
    2
    Enter item details
    3
    Set pricing and costs
    4
    Configure stock levels
    Add Items
  4. 🤝
    Set Up Suppliers
    Configure supplier relationships for purchase orders
    Steps
    1
    Go to Suppliers
    2
    Add supplier information
    3
    Set payment terms
    4
    Configure approval workflows
    Add Supplier

Core Features

  1. 📦
    Item Management
    Create and manage inventory items with detailed tracking
    Key Capabilities
    • SKU and barcode management
    • Product variants (size, color, material)
    • Multi-level pricing and cost tracking
    • Serial number and batch tracking
    • Custom attributes and properties
    Related Workflows
    Adding new items
    Managing variants
    Bulk import/export
    SKU optimization
  2. 🏭
    Multi-Location Control
    Track inventory across warehouses, stores, and facilities
    Key Capabilities
    • Warehouse and zone organization
    • Bin-level location tracking
    • Inter-location transfers
    • Location-specific permissions
    • Real-time visibility across sites
    Related Workflows
    Location setup
    Zone configuration
    Transfer management
    Stock optimization
  3. 🔄
    Smart Replenishment
    Automated ordering and intelligent stock management
    Key Capabilities
    • Reorder point calculations
    • Demand forecasting
    • Automated purchase orders
    • Supplier performance tracking
    • Safety stock optimization
    Related Workflows
    Setting reorder points
    Creating purchase orders
    Managing suppliers
    Analyzing demand
  4. 📋
    Order Fulfillment
    Process sales orders and manage customer fulfillment
    Key Capabilities
    • Inventory allocation and reservation
    • Pick list generation
    • Shipping integration
    • Return processing
    • Customer communication
    Related Workflows
    Processing orders
    Managing fulfillment
    Handling returns
    Tracking shipments

Essential Workflows

Master these core workflows to efficiently manage your inventory operations. Each workflow includes step-by-step guidance and expected outcomes.

📥 Receiving New Inventory
Complete workflow for incoming inventory processing
Workflow Steps
1
Create or match purchase order
2
Inspect and verify received items
3
Update stock levels and locations
4
Process any discrepancies
5
Complete receiving documentation
Expected Outcome
Inventory accurately added to your system
Estimated Time
5-15 minutes per delivery
End-to-end order processing and shipment
Workflow Steps
1
Review and confirm order details
2
Allocate inventory and generate pick list
3
Pick items from designated locations
4
Pack and prepare for shipment
5
Update order status and notify customer
Expected Outcome
Order successfully shipped to customer
Estimated Time
10-30 minutes per order
Maintain optimal inventory through adjustments and transfers
Workflow Steps
1
Perform regular cycle counts
2
Identify and investigate discrepancies
3
Process stock adjustments with approval
4
Transfer inventory between locations
5
Update reorder points based on trends
Expected Outcome
Accurate inventory levels maintained
Estimated Time
Ongoing daily activity

Inventory Types

The system supports different types of inventory to meet various business needs. Choose the appropriate type for optimal management.

🛍️ Finished Goods
Ready-to-sell products for customers
• Consumer products
• Manufactured items
• Packaged goods
🔧 Raw Materials
Components used in production
• Manufacturing components
• Assembly parts
• Processing materials
📦 Supplies
Operational and office supplies
• Office supplies
• Packaging materials
• Maintenance supplies

Implementation Path

Recommended Implementation Sequence
Follow this proven sequence to implement inventory management successfully. Each phase builds on the previous one to ensure a smooth rollout.
Phase 1: Foundation
• Set up locations and zones
• Create category structure
• Configure user permissions
• Import initial inventory data
Phase 2: Operations
• Establish workflows and processes
• Configure reorder points
• Set up supplier relationships
• Train users on core functions
Phase 3: Optimization
• Enable advanced analytics
• Implement demand forecasting
• Optimize stock levels
• Fine-tune performance metrics
Phase 4: Integration
• Connect with other systems
• Automate reporting processes
• Implement advanced workflows
• Continuous improvement

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

Next Steps

  1. Detailed Feature Guides
    Explore comprehensive guides for each inventory feature
    Browse Features
  2. API Documentation
    Integrate inventory data with external systems
    View API Docs
  3. Video Tutorials
    Watch step-by-step video guides for common tasks
    Watch Videos

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