Inventory

The Inventory module manages stock movement and inventory accuracy.

Before you start

• Confirm items and units are set up.
• Confirm locations exist.
• Confirm the user has inventory access.
• Confirm the stock rules for batch or serial tracking are clear.

Main routes in the app

Route	Purpose
transfer-order	Move stock from one location to another
fulfillment	Confirm a reference fulfillment
inventory-adjustment	Correct stock on hand
batch	Manage batch data
serial-number	Manage serial data
expiry-dashboard	View expiring items
expiry-report	Review expiry data

Related pages

• Master Data
• Transfer Order
• Reference Fulfillment
• Inventory Adjustment
• Inventory Reports

Transfer order

The transfer order DTO includes:

Field	Meaning
transfer_order_no	Transfer order number
source_location_id	Source warehouse
destination_location_id	Destination warehouse
transfer_order_date	Transfer date
is_firmed	Firm transfer flag
is_item_cost_as_transfer_cost	Cost handling flag
incoterm	Incoterm text
employee_id	Responsible employee
approval_status	Approval status
transit_status	Transit status
transfer_order_details	Item lines

Reference fulfill

The reference fulfill DTO includes:

Field	Meaning
ref_type	Source entity type
ref_id	Source record id
reference_fulfill_no	Fulfill document number
transit_status	Transit status
location_id	Source location
destination_location_id	Destination location
requested_by	Requester
details	Fulfillment lines
inventory_details	Inventory detail mapping

Inventory adjustment

The inventory adjustment DTO includes:

Field	Meaning
inventory_adjustment_no	Adjustment number
adjustment_date	Adjustment date
account_name	Adjustment account
location_name	Location
memo	Notes
requisition_reference	Source reference
adjustment_details	Item adjustment lines
inventory_detail_maps	Item-level stock detail mapping

Detailed pages

• Transfer Order
• Reference Fulfillment
• Inventory Adjustment

Batch and serial tracking

The item model supports both batch and serial flags. The guide should explain these features when the relevant item is configured for them.

Expiry tracking

The inventory report routes include expiry dashboard and expiry report pages. That means the system supports item expiry review for configured items.

Example

If physical stock does not match the system, record an inventory adjustment so the quantity and reports stay accurate.

Practical note

Inventory records can also carry files, notes, relationships, tasks, events, and messages. That helps teams trace stock movement with context.