Inventory
Inventory workflow
1. Create categories and suppliers. 2. Create product masters with warranty, serial tracking, price, and store-placeholder fields. 3. Activate approved products with `inventory.app
Use this when you need to follow the normal operating flow for Inventory.
- Create categories and suppliers.
- Create product masters with warranty, serial tracking, price, and store-placeholder fields.
- Activate approved products with
inventory.approve. - Add stock locations.
- Add stock items for stocked products.
- Link quote BOQ items to products from the quote BOQ page.
- Create stock reservations manually against quote items, quotes, projects, or companies.
- Record stock movements explicitly when stock is received, transferred, adjusted, damaged, lost, allocated, or installed.
Sprint 10 deliberately does not apply automatic stock deduction. A stock movement is an auditable operational note until a future sprint defines deduction and procurement rules.
Developer Details
- Source
- apps/docs/content/inventory/workflow.md
- Owner
- Module Owner
- Status
- Current
- Module
- Inventory
- Related route
- /inventory