Inventory Management

Manage your inventory operations — from initial stock setup and item configuration to daily stock movements, inter-branch transfers, and stock reporting.

🚀 Get Started / Setup

New to inventory in BigLedger? Start with these foundational steps.

📦 Stock Management

Set up your items, warehouses, and stock tracking — the foundation for all inventory operations

What you’ll set up:

Item master data (products, categories, units of measure)
Warehouse and location definitions
Stock opening balances
Reorder levels and minimum stock quantities
Serial number / batch tracking (if applicable)

First time? Complete stock management setup before processing any purchase GRN or sales delivery. Items and warehouses must exist before stock movements can be recorded.

📝 Daily Tasks

Guides for everyday inventory activities your warehouse team performs.

🔄 Stock Transfer Procedures

Move stock between warehouses, branches, and locations — with full audit trail

Typical daily workflow:

Process incoming goods (Purchase GRN updates stock automatically)
Pick and pack items for delivery (Sales DO reduces stock)
Handle stock transfers between locations
Review low-stock alerts and reorder notifications
Process stock adjustments for damaged or expired items

⚠️ Common Scenarios / Pitfalls

Watch out for these frequent inventory issues:

Scenario	What Happens	How to Handle
Negative stock	Sales/transfers exceed available quantity	Enable negative stock prevention in settings, or adjust before processing
Item not appearing	Item exists but isn’t selectable in transactions	Check item status is Active, company/branch assignment is correct
Missing serial numbers	Cannot trace individual units	Enable serial tracking in item configuration before first receipt
Stock count discrepancy	Physical count ≠ system balance	Use Stock Adjustment to reconcile, document reason for variance
Transfer not received	Outbound transfer shows but inbound missing	Check receiving branch has approved/received the transfer

Stock Accuracy: Perform physical stock counts at least quarterly. Discrepancies compound over time and affect purchasing decisions, sales availability, and financial reporting.

📊 Reporting Usage

Monitor your inventory health and movement patterns.

Key Inventory Reports:

Stock Balance Report — Current stock on hand per item, location, and warehouse
Stock Movement Report — All stock-in and stock-out transactions for a period
Stock Aging Report — Identify slow-moving and obsolete stock
Reorder Report — Items below minimum stock levels
Stock Valuation Report — Total inventory value by costing method (FIFO, weighted average)

Reporting tips:

Check Stock Balance daily for high-turnover items
Use Stock Aging to identify slow-moving inventory quarterly
Compare stock valuation against financial reports for accuracy
Export to Excel for warehouse-level analysis

Related Resources

Inventory Module — Module overview and capabilities
Warehouse Management System Applet — Advanced WMS operations
Stock Report Applet — Stock reporting reference
Stock Adjustment Applet — Adjust stock quantities and values
Stock Transfer Applet — Inter-branch and inter-warehouse transfers