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Management

Management is your hub for daily inventory operations.

Tabs overview​

TabPurpose
SearchFind items and stock
ReceivingRecord received goods
TransferMove stock between locations
CountVerify and adjust quantities

Search tab​

Find any item quickly:

  1. Select location (or All)
  2. Type product name or SKU
  3. Click item to view details and actions

Receiving tab​

Record goods received from vendors:

  1. Find the purchase order
  2. Open the PO
  3. Enter received quantities per line
  4. Save
Partial receipts

You can receive items across multiple sessions. The PO stays open until fully received.

Transfer tab​

Move stock between locations:

  1. Select From location
  2. Select To location
  3. Choose items and quantities
  4. Submit transfer
  5. Mark Received at destination when stock arrives

Transfer statuses​

StatusMeaning
PendingSubmitted, not yet shipped
In TransitOn the way
ReceivedCompleted at destination

Count tab​

Reconcile physical counts with system:

  1. Choose scope:
    • Full count (all items)
    • Cycle count (specific items/locations)
  2. Enter counted quantities
  3. Review differences
  4. Apply adjustments
Cycle counts

Small, frequent counts (e.g., one category per week) maintain accuracy better than annual full counts.

Tips​

  • Search first if unsure where an item is
  • Receive goods before printing labels or transferring
  • Keep count sessions small and focused

What's next​