Inventory
Last update:
07/21/2026
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Inventory Overview
- Introduction to Inventory
- Setting Up Warehouses & Locations
- Receipts, Deliveries & Transfers
- Reordering Rules & Replenishment Automation
- Lot & Serial Number Tracking
- Valuation Methods & Accounting Integration
- Physical Counts & Inventory Adjustments
- Inventory Analysis & Stock Forecast
- Putaway Rules & Replenishment Strategies
- Expiry & FEFO Management
- Reserving, Transferring & Validating Stock
Warehouses & Locations
Stock Operations
Replenishment & Reordering Rules
Traceability & Serial Numbers
Inventory Valuation
Inventory Adjustments & Counts
Reporting & Analysis
Lot & Serial Number Tracking
Lot & Serial Numbers
Enable on the product form. Go to Inventory > Products, edit product, set Tracking field:
- By Lots - For batch items (chemicals, food, non-unique goods).
- By Unique Serial Number - Each unit is unique (electronics, appliances).
Assigning Lots/Serials on Receipt
- Create or open a receipt for a tracked product.
- On the "Lot/Serial Numbers" tab, click Create.
- Enter the lot/serial number and quantity (for lots).
- Validate the receipt. The lots are now tracked in inventory.
On-Demand Serial Numbers
In Settings, enable "On-Demand Serial Number Creation". Quickenerp auto-generates serial numbers when you validate the receipt if not entered manually. Configure the pattern in Inventory → Configuration → Sequences.
Traceability Reports
Inventory > Traceability > Lots/Serial Numbers - Search by lot/serial. See where it came from (vendor, PO, receipt date) and where it went (delivery, customer).
Product Moves Traceability
Open a product → Traceability smart button. See every move for that product. Filter by lot, date range, operation type. Useful for recalls and audits.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.