Inventory Management
Complete guide to real-time inventory tracking and inbound/outbound management
Inventory Status
Real-time view of current inventory
The inventory status page allows you to view total and warehouse-specific inventory in real-time. Track accurate inventory quantities by product and warehouse for efficient inventory management.
Inventory Ledger
Manage inventory in/out records
The inventory ledger page allows you to review and manage inventory inbound/outbound records. Create inbound, outbound, and transfer documents to systematically track all inventory movements.
Inbound Document
Created when receiving inventory into a warehouse.
Outbound Document
Created when releasing inventory from a warehouse.
Transfer Document
Created when moving inventory from one warehouse to another.
Prerequisites
Required checks before creating inventory documents
Before creating inventory documents, the following items must be registered in Basic Data and Data Management.
Location Selection
Only locations pre-registered in Basic Data > Location can be selected.
Product Selection
Only products pre-registered in Data Management > Product can be selected.
Currency Selection
Only currencies pre-registered in Basic Data > Currency can be selected.
Create Inbound Document
Create when receiving inventory into warehouse
Inbound documents are created when purchasing goods externally or receiving finished products into the warehouse. Inventory quantities increase through inbound documents.
Document Number
Document number is automatically generated by the system. Can be modified by user if needed.
Document Date
Select the date of document issuance.
Reference Number
Enter the reference document number if applicable.
Description
Enter the reason for inventory inbound.
Select Inventory Location
Select the location where inventory will be received.
Currency
Select the currency for inventory value.
Product Selection
Select the product to receive.
Quantity / Cost
Enter the product quantity and unit cost.
Add New Item
Add another product to receive.
Create Outbound Document
Create when releasing inventory from warehouse
Outbound documents are created when selling products to customers or using inventory for other purposes. Inventory quantities decrease through outbound documents.
Document Number
Document number is automatically generated by the system. Can be modified by user if needed.
Document Date
Select the date of document issuance.
Reference Number
Enter the reference document number if applicable.
Description
Enter the reason for inventory outbound.
Select Inventory Location
Select the location where inventory will be released.
Product Selection
Select the product to release.
Quantity / Cost
Enter quantity only. Cost is automatically calculated by the system.
Add New Item
Add another product to release.
Create Transfer Document
Create when transferring inventory between warehouses
Transfer documents are created when your organization has multiple warehouses and you need to move inventory from one warehouse to another. Items are released from source and received at destination.
Document Number
Document number is automatically generated by the system. Can be modified by user if needed.
Document Date
Select the date of document issuance.
Reference Number
Enter the reference document number if applicable.
Description
Enter the reason for inventory transfer.
Select Inventory Location
Select the location where inventory will be released from.
Select Destination Location
Select the location where inventory will be received.
Product Selection
Select the product to transfer.
Quantity / Cost
Enter quantity only. Cost is automatically calculated by the system.
Add New Item
Add another product to transfer.
Upload Multiple Files
Upload related files such as purchase invoices, receiving confirmations, etc.