Inventory

Browse the location tree to see product quantities within a location or its wider area. Location details bring together notes, stock value and weight, item counts and configured capacity information, while product and location barcodes help staff find the right view.

Select one unit or several units and update their serial, notes, cost, currency or expiry details together. Shared values can be applied across the selection, with confirmation where mixed existing values would be cleared.

Configured warning and overdue colours show the average age of stock checks within a location. Staff can confirm checks for selected units or a selected product quantity, recording who checked the goods and when.

Barcode Wizard collects registered product-barcode or serial matches at the working location, then lets staff check or transfer the captured units. Ambiguous, unknown, already scanned or differently located stock is separated into an issue tray for investigation while scanning continues.

Move selected units to another location, or choose quantities grouped by product and attributes such as serial, expiry and notes. Staff review the transfer selection and destination, and the result records moved units and any items needing attention.

Maintain product targets for a selected location, including products whose current quantity is zero. Staff can set a target directly or use selected stock quantities as the starting point for a batch of targets.

Generate a planning PDF showing current quantities, target quantities, branch stock and outstanding purchase quantities. A separate zero-stock view concentrates on target products with no branch stock.

Replenishment reports suggest source and destination quantities using stock above configured source targets, destination shortages and location relationships. Choose inward or outward views, including versions limited to the locations available to the staff member.

Move stock into the Vault with a recorded reason, retaining its unit details and last known location. Authorised staff can find those units, reinstate them to a selected warehouse destination with a reason, or permanently remove selected Vault records.

Create supplier orders for a branch and currency, then save and recall their product lines, supplier-facing and internal notes. Track working status and an estimated delivery date, with a weekday estimate available from the supplier's recorded lead time.

Add products by SKU and see their image, title, supplier code, order quantity and individual cost. Supplier minimum quantities can raise a newly added positive quantity to the minimum, while carton quantities provide a useful ordering cue.

The buying view brings together customer backorder demand, outstanding quantities on other supplier orders and available branch stock. Add selected shortages to the purchase order, choosing whether available stock should also reduce the buying requirement.

Copy product planning results from Search and use Inventory's Grab SKUs action to add the products to an order. Where present, the copied Short To Plan quantity supplies the proposed buying quantity.

When purchase-order or receipt costs differ from the supplier's recorded costs, staff can update the supplier record, restore its cost on the working lines, or keep the new transaction cost without changing the supplier. Currency conversion is used where the cost currencies differ.

Generate a supplier order sheet with branch and supplier details, references, product and supplier codes, quantities, costs and notes. Save it as PDF or Excel and send the prepared file to the supplier through your usual correspondence.

Receive against a purchase order or start a receipt without one, then scan or enter products and amend quantities, costs and notes. Remaining purchase-order quantities can populate the booking list, with colour cues showing receipt progress and individual unit records created when stock is booked.

Enter serial numbers and notes while preparing a receipt, and set expiry dates with a calendar. A recorded product shelf life can supply an initial expiry date for staff to review.

Receipt rows offer Auto Allocate for the units being booked. When enabled, newly received units can be assigned to matching outstanding backorders in oldest-order-date sequence, updating the remaining shortage.

Create a standard booking-in workbook or an extended version with supplier and currency fields and reference sheets. Import prepared rows to book stock into their recorded locations.

Export units within a selected location subtree with their identity, product, cost, serial, expiry, notes and location context. Import unit-specific changes to serial, cost, currency, expiry and notes by unit identity.

Completed receipt or transfer work can expose an Adjust Costs action. Apportion an additional total across its referenced active units by their recorded costs or product volumes, with rounding handled in the distribution.

Authorised staff can amend a location's maximum weight, maximum value and notes from Inventory. Configured limits can then be used by eligible stock-transfer and reinstatement paths.

Select units with recorded serial numbers and print a label for each, containing the product code, serial text and a Code 128 serial barcode. Choose the Windows printer through the print dialog.

Search units by product, location, serial number, supplier, booking or check dates, expiry, customer or order. Results show each unit's location, cost, notes, serial and expiry information together with its reserved or sold position and related order or invoice.

Open a unit's movement history to inspect its previous source and destination, date and staff member. Movement details and operation messages help staff understand the recorded transfer or receipt outcome.

Supported stock operations create progress cards showing their counts, completion and any reported failures. Completed work can expose its recorded messages and errors so staff can inspect the result without leaving the warehouse work area.