Inventory Module

Step 1: Module Configuration

Configure the basic settings for the Inventory Module:

1. Navigate to System Settings > Modules
2. Enable the Inventory Module
3. Configure general inventory settings:
   • Default units of measurement
   • Inventory valuation method (FIFO, Moving Average, etc.)
   • Barcode settings
   • Approval workflows
4. Save your settings

Step 2: Set Up Inventory Locations

Define the physical locations where your inventory is stored:

1. Navigate to Inventory > Locations
2. Click "Add Location" to create a new location
3. Enter location details:
   • Location name (e.g., "Main Warehouse")
   • Location code
   • Address (if applicable)
   • Location type
4. Set up bin locations within each location (optional)
5. Save the location
6. Repeat for all inventory storage locations

Step 3: Set Up Material Categories

Create a structured categorization for your inventory items:

1. Navigate to Inventory > Settings > Categories
2. Click "Add Category" to create a new category
3. Enter category details:
   • Category name (e.g., "Fabrics")
   • Category code
   • Parent category (if applicable)
4. Save the category
5. Add subcategories as needed (e.g., "Cotton", "Silk", etc.)
6. Repeat for all material types

Step 4: Add Inventory Items

Create inventory items for all your materials:

1. Navigate to Inventory > Items
2. Click "Add Item" to create a new inventory item
3. Enter item details:
   • Item name and code
   • Category and subcategory
   • Unit of measurement
   • Item attributes (color, width, composition, etc.)
   • Barcode (if applicable)
   • Default supplier
   • Reorder points and minimum stock levels
   • Cost and valuation information
4. Upload item images (optional)
5. Save the item
6. Repeat for all inventory items

Step 5: Set Up Suppliers

Add your material suppliers to the system:

1. Navigate to Inventory > Suppliers
2. Click "Add Supplier" to create a new supplier
3. Enter supplier details:
   • Supplier name and code
   • Contact information
   • Address
   • Payment terms
   • Currency
   • Tax information
4. Save the supplier
5. Repeat for all suppliers

Step 6: Initial Stock Entry

Record your current inventory levels:

1. Navigate to Inventory > Stock Movements
2. Click "Create Movement" to record initial stock
3. Select "Adjustment" as the movement type
4. Enter "Initial Stock Entry" as the reference
5. Select the destination location
6. Add inventory items with their current quantities
7. Enter batch/lot information if applicable
8. Add notes for documentation
9. Submit the adjustment

Step 7: Conduct Physical Inventory

Verify your initial stock entry with a physical count:

1. Navigate to Inventory > Inventory Audit
2. Click "New Inventory Count"
3. Select "Full Inventory" as the count type
4. Generate count sheets or prepare mobile devices
5. Conduct the physical count
6. Enter counted quantities
7. Review and resolve any discrepancies
8. Approve and post adjustments

Step 8: Set Up Regular Processes

Establish regular inventory processes:

• Purchase Orders: Create a process for ordering materials
• Goods Receipt: Establish procedures for receiving materials
• Stock Issues: Set up processes for issuing materials to production
• Cycle Counting: Implement regular inventory verification
• Waste Tracking: Create procedures for recording material waste
• Reporting: Set up regular inventory reports and reviews