Inventory Module

Business goal

Inventory maintains the item catalog and warehouse structure, records every increase, decrease, and movement of stock, values inventory costs, and provides operational and audit reporting.

Feature map

Dashboard

• Inventory Dashboard

Master data

• Item Definitions
• Warehouses
• Units of Measure
• Operational Tags
• Attribute Definitions
• Item Categories
• Reorder Rules
• Inventory General Settings

Transactions

• Stock In
• Stock Out
• Stock Transfer
• Inventory Reconciliation
• Inventory Opening Balance
• Landed Cost

Reports

• Item Card
• Inventory Balance
• Stock Transfer Report
• Slow-Moving Items
• Stock In Report
• Stock Out Report

Core business concepts

• Item definition: the commercial identity and configuration of an item.
• Item variant: a stock-keeping variation produced from item attributes.
• Warehouse: a stock-holding location, scoped to the applicable company/branch.
• Tracking number: a batch, lot, or serial identity used where the item requires tracking.
• Operational tag: a business reason/classification for a stock-in or stock-out movement.
• Draft transaction: editable operational work that has not affected stock or accounting.
• Posted transaction: finalized work that affects stock and, where configured, accounting. It is read-only through the normal edit workflow.

Cross-feature rules

1. Users see and execute only actions granted by Inventory permissions such as List, View, Add, Edit, Delete, Post, Printout, Export, or Import.
2. Company, branch, language, currency, and user preferences determine available data and display values.
3. Posting is the business boundary at which stock balances and related accounting entries become effective.
4. Required accounts and tax behavior come from Inventory General Settings, item configuration, warehouse configuration, and Accounting settings.
5. Tracked items require valid tracking quantities that reconcile to the transaction-line quantity.
6. A warehouse cannot issue or transfer more available stock than policy permits.
7. Posted business documents must remain auditable; correction should occur through an approved reversal or compensating transaction.

Typical lifecycle

Configure settings -> Define master data -> Enter opening balances -> Record movements -> Post transactions -> Review dashboard and reports -> Reconcile physical stock

See Traceability and Open Questions.

Business-analysis specification standard

Every Inventory feature page must identify:

• actors and permissions;
• prerequisites and configuration dependencies;
• required, optional, conditional, derived, and read-only data;
• defaults and lookup sources;
• save/edit/delete behavior;
• Post/Unpost/Cancel behavior and state transitions;
• stock, GL, tax, balance, source-document, sequence, workflow, and audit effects;
• account and cost resolution priority;
• blocking validations, failure behavior, concurrency expectations, and reporting impact.

For the consolidated account matrix, see Posting and Account Resolution.