Inventory
Last update:
07/21/2026
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In this topic
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
Putaway Rules & Replenishment Strategies
Putaway Rules
Putaway rules determine where incoming goods are stored. Go to Inventory > Configuration > Putaway Rules.
Creating a Putaway Rule
- Click Create.
- Product - Restrict to a product (optional).
- Product Category - Restrict to a category (optional).
- From Location - Source location (typically WH/Input).
- Destination Location - Where to store it.
- Sequence - Lower sequence checked first. The first matching rule wins.
- Storage Category - Optional capacity constraint.
Replenishment Strategies
When the replenishment engine runs, it uses the product's route to determine source:
- Buy - Create a purchase order (RFQ).
- Manufacture - Create a manufacturing order.
- Internal Transfer - Transfer from another warehouse or location.
- Cross-Dock - Directly transfer incoming goods to outgoing.
Storage Categories
Go to Inventory > Configuration > Storage Categories. Define capacity per location:
- Max weight, max volume, max pallets.
- Allowed product categories.
- Putaway strategy: FIFO, LIFO, FEFO (First Expiry/First Out), Closest.
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