Inventory & Warehousing Management System
Operate the complete inventory and warehousing lifecycle with exact instructions for product records, stock movement, approvals, documents, integrations, client shipments, reporting and automation.
Browse Inventory & Warehousing Management System by workflow
Start with the area that matches the actual menu, report, saved template, permission, navigation change or issue in the CRM.
Setup, access, permissions and upgrades
Activate version 1.5.2, understand revision 152, assign every capability and verify the implemented feature switches.
Products, items and catalogue records
Create products, variants, attributes, pricing, taxes, images, tags, custom fields and catalogue relationships.
Imports, opening stock, serial numbers and barcodes
Import products and variations, establish opening balances, manage serial or lot evidence, and print labels and barcodes.
Warehouses, locations and stock control
Create warehouse locations, assign staff, set min/max rules, inspect balances and control availability.
Inventory receiving vouchers
Create, edit, approve, email, print, reverse and connect receiving vouchers to purchases and stock.
Inventory delivery vouchers
Create delivery records manually or from invoices, validate quantity, approve, email, print, reverse and reconcile cancellations.
Packing lists, shipments and client portal
Prepare packing lists, track shipments, expose authorised shipment information and PDFs in the client portal.
Internal transfers, stocktake, loss and adjustments
Move stock between warehouses, count inventory, record gains/losses and retain approval and audit evidence.
Sales and purchase returns, fees and warranty
Create return orders, control stock effects, record serial numbers, apply fees and report warranty information.
Reports, valuation and currency rates
Run stock, balance, movement, valuation, expiry, warranty and availability reports and manage exchange rates.
CRM integrations and automation
Understand invoices, Purchase Management, projects, tasks, proposals, OmniSales, Quality Management, alerts and cron hooks.
Security, limitations and troubleshooting
Resolve permissions, quantity, approval, import, serial, PDF, email, cron and integration problems without corrupting stock evidence.