Inventory

Catalog configuration, maintenance, and inventory accounting

Configure units, variants and kits, maintain equipment, and reconcile stock value to the general ledger.

Inventory includes optional configuration and support workflows that sit around the stock ledger. They remain separate from the canonical Products list at /products.

Units of measure

Open /inventory/uom to define convertible units within a category, such as Units and Dozen or kilograms and grams. The ledger stores base units. Purchase and sale views convert for display and document entry when the capability is enabled.

Do not place incompatible units in one category. Length, weight, and count require separate conversion groups.

Product attributes and variants

Open /inventory/attributes to define reusable attributes such as Color and Size. Attach attribute values to a product and generate combinations. Each generated combination is an ordinary variant with its own SKU.

Review the combination count before generating a large matrix. Remove unwanted values before generation rather than cleaning hundreds of variants afterward.

Kits

Open /inventory/kits to define a sellable bundle. A kit explodes into its component variants for reservation and shipment. The kit itself does not also deduct stock, which prevents double counting.

Use a Bill of Materials under Manufacturing when the business actually produces and stocks a finished good. Use a kit when fulfillment ships the components as one commercial bundle.

Equipment and maintenance

Open /inventory/equipment to create machines, tools, or vehicles and track health and spare part history. Open /inventory/maintenance for corrective work orders and preventive plans. The request board is /maintenance/requests.

Consuming a spare part posts an inventory movement at the current average cost when maintenance is enabled. This makes maintenance cost auditable.

Inventory accounting

Open /inventory/accounting when the accounting capability is enabled. It displays stock generated journal entries, reconciliation, and CSV export. Typical entries cover receipts, deliveries, scrap, and adjustments.

The control balance should reconcile to on hand stock value for the same scope and date. Use /inventory/accounting/landed-costs for freight, duty, handling, insurance, or other acquisition charges when landed cost is enabled.

Posted landed costs are one way. Correct them with a new negative landed cost rather than editing the posted document.

Common problems

What you seeWhat to check
UoM conversion is wrongConfirm both units share the correct category and factor relative to the base unit.
Variant count explodedReduce attribute values before generating combinations.
Kit shows no own stockThis is expected. Components carry the stock.
Spare part was not valuedCheck that the part is inventory linked, on hand, and the maintenance capability is enabled.
Inventory and GL differCompare date, warehouse scope, valuation method, unposted source documents, and reconciliation entries.