Complete control of stock, movements, and costing

Inventory

The Inventory module manages warehouses, receipts, issues, transfers, and counts with current balances and a complete audit trail. It helps inventory and finance teams control quantities, value stock, and monitor shortages and slow-moving items.

7Core features
6Document lifecycles
6Analytical reports
2Costing methods

Features

03

Stock Issues

Manage outgoing goods with quantity checks and automatic costing at approval.

  • Record issue quantities for sales, consumption, damage, corrections, or other uses.
  • Check stock sufficiency before approval unless the warehouse permits negative stock.
  • Calculate issue cost automatically using the configured inventory valuation method.
  • Restore issued quantities automatically when an approved document is cancelled.
Read the docs
04

Inter-Warehouse Transfers

Move items between warehouses through shipping and receiving with full traceability.

  • Select source and destination warehouses and requested item quantities.
  • Reduce source stock at shipping after checking availability.
  • Receive the full shipment or record actual quantities below those shipped.
  • Cancel before receipt, automatically restoring quantities if already shipped.
Read the docs
05

Stock Balances and Stock Card

Track current, reserved, and available quantities plus every item movement.

  • View item balances by warehouse or one item's stock across warehouses.
  • Distinguish on-hand, reserved, and available quantities for planning.
  • Review a chronological stock card filtered by date, warehouse, and movement type.
  • Identify items at or below their reorder point.
Read the docs
06

Counts and Adjustments

Reconcile physical stock with system balances using auditable adjustments.

  • Record physically counted quantities for each warehouse item.
  • Refresh system quantities and calculate variances automatically when finalizing.
  • Automatically create a draft adjustment for non-zero count variances.
  • Create manual adjustments for damage, expiry, or corrections and reverse them on cancellation.
Read the docs
07

Inventory Costing Engine

Value inventory using weighted average or first-in, first-out costing.

  • Choose a company-wide valuation method between weighted average and FIFO.
  • Recalculate weighted average cost with every stock increase.
  • Track cost layers and consume the oldest first when FIFO is used.
  • Analyze inventory value by product, warehouse, or category.
Read the docs

Workflow

Core inventory workflow

1

Set up storage locations

Create the warehouse hierarchy and set branches, managers, and negative-stock policy.

2

Record opening stock

Enter starting quantities and costs by warehouse; the system approves them immediately and records movements.

Automatic
3

Record movements

Create receipt, issue, or transfer documents to match physical activity.

4

Approve stock impact

The system updates balances, records movements, and calculates cost upon approval or shipping and receiving.

Automatic
5

Count and reconcile

Compare physical counts with system stock and approve the resulting adjustment when needed.

6

Monitor and analyze

Review stock cards, alerts, and movement, valuation, slow-moving, and expiry reports.

Document lifecycle

Stock receipt

DraftApprovedCancelled

A draft has no stock effect; approval increases stock and cancellation reverses it.

Stock issue

DraftApprovedCancelled

Approval checks and reduces stock while setting cost; cancellation restores quantity.

Inter-warehouse transfer

DraftShippedReceivedCancelled

Shipping deducts from the source and receiving adds to the destination; received transfers cannot be cancelled.

Inventory count

DraftFinalized

Finalization refreshes system quantities, calculates variances, and creates a draft adjustment when needed.

Stock adjustment

DraftApprovedCancelled

Approval increases or decreases stock by adjustment item, and cancelling an approved adjustment reverses the changes.

Opening stock balance

Auto-approvedCancelled

An opening balance is approved immediately within one transaction, and cancellation reverses its stock effect.

Works with

Reports

Inventory Movement Summary

Shows opening and closing quantities plus receipt, issue, transfer, and adjustment totals for a selected period.

Slow-Moving Stock

Finds stocked items with no movement for a chosen number of days, including quantity and value at risk.

Warehouse Summary

Compares warehouses with positive stock by item count, quantity, value, and latest activity.

Expiry Report

Shows available batches and serials expiring within a chosen period, with an option to include already expired items.

Reorder Report

Groups below-reorder items by category or warehouse and shows shortages and suggested order quantities.

Inventory Valuation

Analyzes inventory quantity and value by product, warehouse, or category while excluding zero balances.

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Illustration — Inventory — Moon ERP