Inventory & Products

Overview

Inventory tracks products, stock levels, warehouses, and stock movements. It connects Sales deliveries and Purchase receipts to real-time on-hand quantities.

Navigation: Inventory app → Products, Operations → Transfers.

Step-by-Step Guide

Create a product

1. Open Inventory → Products → New (or Sales → Products).
2. Enter Name, Internal Reference, and Product Type:

• Storable — tracked in stock
• Consumable — not tracked (optional)
• Service — no inventory

3. Set Sales Price, Cost, and Taxes.
4. Configure Inventory tab: routes, valuation (if accounting enabled).
5. Save.

Check stock on hand

1. Open Inventory → Products.
2. View On Hand column (enable from column picker if hidden).
3. Click a product → On Hand smart button for location breakdown.

Internal transfer between locations

1. Inventory → Operations → Transfers → New.
2. Set Source and Destination locations.
3. Add products and quantities.
4. Validate transfer.

Inventory adjustment

1. Inventory → Operations → Physical Inventory.
2. Select location and count products.
3. Enter counted quantities — system computes difference.
4. Apply adjustment (posts accounting entries if valued).

Import products (bulk)

1. Use Import on product list (administrator).
2. Follow CSV template from your implementation pack (data_collection folder on some projects).

FAQ

Q: Why is On Hand negative? A: Usually shipping before receipt or missing validation. Run inventory report and correct transfers.

Q: Do I need warehouses? A: Single-location SMEs can use the default warehouse. Multi-branch businesses add warehouses per site.

Q: How is cost calculated? A: Standard system costing (FIFO/AVCO per configuration). Consult accountant for method at go-live.

Q: Can I barcode scan? A: SMEOne supports barcode modules where enabled. Hardware setup is project-specific.

Q: Where are reorder rules? A: Inventory → Configuration → Reordering Rules — set min/max and vendor for auto RFQs (if enabled).