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These are the basic steps to organize warehouse or store inventory and prevent missed stock movements. The guide is designed so non-technical users can start quickly.

Key features

  • Create inventory records to visualize stock balance by item
  • Create locations to manage warehouses, stores, and shelves
  • Record stock in (purchases, returns, transfers)
  • Record stock out (shipments, internal use) and update balances automatically

Daily flow

  1. Initial setup: Register items, locations, and opening stock via CSV or the UI.
  2. Record stock in: Log incoming inventory from purchasing or transfers and keep an audit trail.
  3. Record stock out and allocate: Record outgoing inventory for orders or internal use and allocate stock.
  4. Check variances: Note differences from stock counts and register adjustment transactions.

Tips for stable operations

  • Assign owners per warehouse and register stock in/out on the same day.
  • Use templates for standard items to keep input fields consistent.
  • Review dashboards weekly or monthly and note the causes of any anomalies.