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Management

Inventory Management is where you find, move, and verify stock across three tabs — Search, Transfer, and Count.

Inventory Management

Overview​

Locate inventory anywhere, move quantities between locations with a reason, and run count sessions that reconcile system vs. actual.

Tabs in detail​

  • Filters: free-text (name/SKU/serial), location, category, status, and a min/max available-quantity range.
  • Results columns: product, location, category, available/on-hand/reserved/committed, status, unit cost.
  • Clear filters, refresh, export; row → Product Details modal.

Transfer​

  • Fields: From Location, To Location, transfer notes.
  • Add products (search), set transfer quantity per item (capped at available), remove rows.
  • Live transfer summary: item count, total quantity, estimated value at cost.
  • Create Transfer updates both locations' stock; a Recent Transfers list shows history (click for details).

Count​

  • Summary cards: Active Sessions, Items Counted Today, Discrepancies, Count Accuracy %.
  • Start New Count Session (name, description, countable-items scope).
  • In a session: searchable item table with System Qty vs. Counted Qty (type or scan), live variance, per-item condition and notes; +/- buttons; scan mode.
  • Finish with Pause, Complete (applies corrections), or Discard; export a count report. History table of past sessions.

Step by step: transfer stock​

  1. Open Transfer; choose From and To locations.
  2. Add products and set transfer quantities.
  3. Pick a reason / add notes, then Create Transfer.

Step by step: run a count​

  1. Open Count and Start New Count Session for a location.
  2. Enter counted quantities (scan or type); review variances.
  3. Complete the session to post adjustments.

Tips & best practices​

  • Use Search to confirm availability before committing a sale.
  • Always add a transfer reason/note — it's your audit trail.
  • Count high-value or fast-moving categories regularly; the variance view flags what to investigate.

Troubleshooting​

IssueFix
Location missing from TransferConfirm it's active in Settings
High count variancesCheck for unrecorded damage, theft, or recent transfers
Transfer failsVerify the destination can receive that product type

What's next​