Docs
End-to-End Guides

Inventory-Control Workflow

Keep physical stock, availability, reservations, movements, counts, and valuation consistent.

Stock levels
Prospect stock-level table showing on-hand, reserved, and available quantities by warehouse
Availability is on-hand stock minus active reservations; it is not the same as physical quantity.
  1. Define product items, units, categories, barcodes, and warehouses.
  2. Record opening quantities or use a controlled inventory count.
  3. Publish delivery, receipt, transfer, return, and reversal documents when the physical event occurs.
  4. Review on-hand, reserved, and available quantities before committing new orders.
  5. Count stock periodically, investigate variances, then post the approved count.
  6. Review valuation layers and source movements before period handoff.

Service items do not create stock movements. Transfers create paired outbound and inbound movements. Cancelling a posted source document reverses its effect only when dependencies and period rules allow it.

Never repair a discrepancy by editing unrelated documents. Trace the item and warehouse movement history, identify the source, then use the appropriate reversal, return, or inventory-count process.

Purchase-to-Pay Workflow

Follow a supplier purchase from order and receipt through costing, liability, return, and payment.

Customers, Suppliers, and Credit Limits

Create and maintain partner records used across sales, purchases, finance, reporting, and eFaktura.