Inventory & Purchasing

Overview and core concepts

Understand stock by location and receive purchases in stages.

Inventory can create/manage shared physical product identities with its own permissions, without Sales. Sales uses the same product master when active; no second catalogue is created. Commercial pricing stays in Sales.

A product is not directly added to a warehouse. A posted opening or adjustment movement establishes its quantity at that location.

Posted stock movements are the source of truth. Orders alone do not add stock; goods receipts do. Services are excluded.

Product 360, explicit Sales fulfillment, moving weighted-average valuation, pending foreign receipt cost, GRNI, COGS and PPV with the required apps and configured workflows.

Before you start & permissions

Select the right company and confirm that this app is active.

Inventory viewing and relevant Inventory product/supplier identity, warehouse, adjustment, transfer, order and receipt permissions. Standalone Inventory needs neither Sales nor Expenses; cross-module commercial operations require their own apps/permissions.

Getting started & common workflows

1. Create or reuse a shared physical product in Inventory with product-management permission and enable stock tracking. Create warehouses; Sales is optional.
2. Record opening stock through the supported opening adjustment, then inspect movement history.
3. Use adjustments for corrections and transfers to move quantities between warehouses. Review before posting.
4. Create a purchase order using a shared supplier managed in Inventory with its own permissions. Issue it, receive part then the remainder. Review low stock; Expenses is optional.

Related modules

Shared records and explicit handoffs keep work connected. Each module still requires its own access and permissions.

Troubleshooting

• No product in the selector? Create/reuse its shared identity in Inventory, check physical type, active status, stock tracking and your Inventory permissions.
• Zero stock after creating a warehouse? Record an opening movement; a warehouse alone contains no quantity.
• Receipt blocked? Check the order status, remaining quantities, product tracking and destination warehouse.
• For a missing connected action, check the selected company, matching active apps, permissions, workflow enablement and readiness. Historical records are not backfilled.

Current platform notes

• No serial numbers, lot tracking or stock reservations.
• Issuing alone does not deliver stock. Explicit fulfillment and configured valuation/Accounting workflows require the corresponding active apps and setup. Supplier bill creation remains explicit.