GUIDE 01Prepare products and warehouses
- Create the warehouses your organization uses.
- Register each product with clear identification and description.
- Choose its unit of measure and reorder thresholds.
- Review the catalog before recording movements.
Distinguish boxes, units, pairs, liters and other measures; a quantity alone does not describe what is issued.
GUIDE 02Record a movement
- Open Record movement.
- Choose product, warehouse and an allowed movement type.
- Enter quantity, date and reference or reason.
- Confirm and check the new balance and history entry.
Verify unit of measure and warehouse before saving.
GUIDE 03Find stock and replenish
- Search by product, code, category or warehouse.
- Filter availability and balances needing attention.
- Review movements to understand the resulting balance.
- Record the actual receipt when replenishment arrives.
A low-stock notice does not itself create a purchase.
GUIDE 04Import, export and correct
- Use Import Excel / CSV when your view and role allow it.
- Review fields, mappings and validations before confirming.
- Export information from the required view.
- To correct a movement, use an authorized reversal with a reason when appropriate.
Preserve history; do not simulate a movement to hide an error.
Frequently asked questions about Inventory
Can I have multiple warehouses?
Yes. Balances are reviewed by product and warehouse.
Does it support different supply types?
Yes, using suitable descriptions, categories and units.
Does a return change stock automatically?
In Distribution, goods are restored when warehouse receipt is recorded according to the workflow.
Why won’t a movement confirm?
Check product, warehouse, unit, quantity, availability and permissions; keep the validation message.
Current scope
- Balances depend on recorded movements and do not replace physical counts.
Names and actions may vary by your role and the client configuration. If an action is missing, contact your administrator.
