New Item or Service

Items and Services are the central records in the ERP used to manage every physical product or labor-based service your business handles. These records act as the foundation for inventory tracking, tax calculations, and automated accounting entries across all purchase...

New Adjustment

An Item Adjustments Note is a vital inventory management tool used to record stock entering your company from sources other than a direct supplier (e.g., finding misplaced stock, internal transfers, or recording opening balances). This form allows you to manually...

Stock Location Transfer

An Item Transfer Note is a critical logistics tool used to record the internal movement of stock between different physical locations within your company. Unlike a sale or a disposal, a transfer does not change the total ownership of the...

Inventory and Services Listing Page

The Inventory List provides a centralized view of all stock items and services within your system. From this dashboard, you can monitor stock levels, track unit costs, and manage retail pricing. Maintaining an accurate inventory list ensures that your sales...

Categories List

The Categories List is a management dashboard used to organize your inventory into logical groups. Defining categories allows for automated accounting, as each category is linked to specific General Ledger (GL) accounts for sales, inventory, and costs. This ensures that...

Unit Of Measures

The Units configuration within Inventory Settings allows the user to define the different units of measurement (UOM) used for stocking, purchasing, and selling items. Standardizing these units ensures consistency across all modules, from inventory counts to financial invoicing. To access...

Sales & Purchase Kits

The Kits List provides a specialized view of bundled items or "sets" within your inventory. Kits are collections of multiple components sold or managed as a single unit, often used for assemblies or promotional packages. This dashboard allows you to...

Inventory Movements

The Inventory Movements report provides a detailed audit trail of every transaction affecting a specific item's stock level. This view allows you to track exactly how, when, and why stock levels changed, showing a chronological flow of "Quantity In" and...

Locations

The Inventory Settings area allows the user to configure the foundational data required for the inventory module to function. This includes defining physical warehouse locations, units of measure, and shipping providers. Properly setting up these parameters ensures that stock is...

Shippers

The Shippers configuration allows the user to manage a registry of third-party logistics providers and internal delivery teams. By defining shippers in the system, the user can track which courier or freight company is responsible for specific stock movements and...

Foreign Item codes

The Virtual Item List is used to manage alias records for existing stock items. Virtual items allow you to sell the same physical product under different names or unique item codes to meet specific customer requirements or branding needs. When...

New Disposal

An Item Disposals Note is an essential tool for maintaining inventory accuracy by recording the removal of stock that is no longer sellable or usable or damaged. This form allows you to account for items lost due to damage, expiration,...

Adjustments list and Inquiry

The Inventory Adjustments List allows you to track and manage manual corrections made to your stock levels. Adjustments are used to reconcile system data with physical counts, record stock increases from miscellaneous sources, or decrease stock due to damage or...

Adjustments Detailed View

The Adjustment Detailed View provides a comprehensive breakdown of a specific inventory adjustment transaction. It allows the user to verify the physical details of the adjusted items and the corresponding impact on the company’s financial records. This view is essential...

New Kit and Composite Item

A New Kit form is used to create a "bundled" item that consists of multiple components sold or managed under a single name. This is ideal for gift sets, assembly kits, or promotional bundles where several individual stock items are...

Inventory Disposal List

Disposals Table This table displays the summary of all stock disposal transactions. Reference (#): The unique ID for the disposal record. Clicking the blue link (e.g., 010/2025) will open the Detailed View of the transaction. Location: The specific site from...

Inventory Location Transfer List

The Inventory Transfer List allows the user to track and manage the movement of stock between different business locations or warehouses. This feature ensures that stock levels remain accurate across the entire organization by recording exactly when and where items...

Inventory Disposal View

The Inventory Disposal Detailed View provides a comprehensive breakdown of a specific stock removal transaction. This view allows the user to audit the physical items removed from the inventory and review the corresponding accounting entries to ensure the cost of...

Inventory Location Transfer View

The Inventory Transfer Detailed View provides a complete record of a stock movement between two internal locations. This view is used to verify that items dispatched from the source warehouse match the items received at the destination, ensuring stock integrity...

Cost Updates

The Cost Updates List provides a historical record of all manual and system-driven adjustments made to the standard or average cost of inventory items. This dashboard allows the user to audit why an item's value changed, ensuring transparency in inventory...

Reorder Levels

The Reorder Levels List is a critical inventory management tool used to prevent stockouts. It allows the user to set specific threshold quantities for each item at various locations. When the physical stock falls to or below the "Reorder Level,"...

Reconcile

The Reconcile List is used to synchronize the system's recorded stock levels with the actual physical counts found in the warehouse. This feature allows the user to identify discrepancies between "System Quantity" and "Physical Quantity," providing a transparent audit trail...

Cost Updates

The Cost Update Detailed View provides a granular look at how an item's standard or average cost was modified. This view is vital for financial transparency, as it explains the mathematical logic behind a change in inventory valuation. By reviewing...

Items View

The Item View acts as the comprehensive management hub for every product in the system. When the user selects an item from the inventory list, this view provides a centralized interface to monitor and control all aspects of that product’s...

Kit Items View

Kit / Alias Items The Kit (or Alias) feature allows the user to group multiple existing items into a single bundle. This is useful for selling "Product Sets" or "Combo Packs" where the system tracks the individual stock of each...

Virtual Items New

Virtual Items The Virtual Item feature allows the user to create an alias or a "nickname" for an existing product. It is used when the same physical item needs to be sold or tracked under a different name, code, or...

Virtual Items View

Virtual Item Overview The Overview tab for a Virtual Item provides a snapshot of its basic identity and how it is linked within the system. Unlike a standard physical item, this view focuses on the descriptive details used for sales...