Manage items (SKUs and attributes), on-hand and movement, and in many orgs a low-stock view. The process is: define items correctly, record movements, and review levels before you run out.
End-to-end workflow
Master data for items
Create or import items with codes, units, and any tracking flags your tenant uses. Consistent item records avoid duplicate stock lines and bad movements.
Stock in and out
Log receipts, issues, and adjustments through the pages your org uses (movements, transfers, or integrated documents). The ledger of movements is what the system uses for level and valuation.
Control and low stock
Run low-stock and replenishment review on a schedule: compare on-hand to minimum or re-order point, then raise procurement or production requests.
Common use cases
Initial stock take
Build item master, then post opening balances or a stock-count adjustment so the system has a true starting point.
Cycle count correction
After a physical count, post an inventory adjustment (with approval if your policy requires) and note the reason in the audit text.
Slow mover / write-off
Identify aging SKUs, adjust quantity down, and use finance and policy rules for the accounting side.
Practical tips
Codes and units must be stable—changing them later is painful in integrations and history.
Reconcile with procurement receipts often so the physical shelf matches the system before month-end.
Use low-stock and filters together to focus the buyer on what matters this week.
Screens and confirmations
Item list and item overlay
Open an item in a full-screen read; edit in a form overlay. Low stock can open a similar read to scan alerts fast.
Create and edit
Save to validate required fields. Close when done or if you cancelled changes.
Deleting items
Removal may be blocked or confirmed when records still depend on the item; read the confirm dialog when it appears.