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
Receipts, Deliveries & Transfers
Stock Operations
Go to Inventory > Operations. Three primary operation types:
1. Receipts
Inventory > Operations > Receipts
- Auto-created when a purchase order is confirmed.
- Moves stock from Vendor Location → WH/Input.
- Click Validate to confirm receipt.
- You can also create a receipt manually for ad-hoc stock additions.
2. Delivery Orders
Inventory > Operations > Delivery Orders
- Auto-created when a sales order is confirmed.
- Moves stock from WH/Stock → Customer Location.
- Validate when goods are shipped.
- Delivery methods (carrier, tracking number) are set on the picking.
3. Internal Transfers
Inventory > Operations > Internal Transfers
- Move stock between locations within the same warehouse.
- Use cases: replenishing pick-face from bulk storage, moving to quality control.
- Create manually: Set source and destination locations, add products.
Picking Fields
| Field | Model Field | Description |
|---|---|---|
| Scheduled Date | scheduled_date | Date the operation is planned. |
| Source Location | location_id | Where goods come from. |
| Destination Location | location_dest_id | Where goods go to. |
| Partner | partner_id | Customer (delivery) or Vendor (receipt). |
| Source Document | origin | Reference to SO, PO, or MO that created this. |
| Picking Type | picking_type_id | Receipt, Delivery, Internal Transfer. |
| Priority | priority | Low/Normal/High/Urgent. Affects scheduled time. |
Batch & Wave Picking
For high-volume warehouses, enable Batch Picking in Settings. Group multiple pickings into a batch. A single picker picks all items at once. Then the batch is sorted by delivery order.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.