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WMS & Inventory

Core WMS & Inventory module for warehouse management, stock tracking, transfers, adjustments, and vendor management.

Features​

  • Warehouse management - Define and manage multiple warehouses with zones
  • Unit management - Configure measurement units for products
  • Vendor management - Track suppliers and vendors
  • Stock adjustments - Record inventory adjustments with configurable adjustment types
  • Stock transfers - Move stock between warehouses with approval workflow
  • Inventory tracking - Track stock levels per product per warehouse
  • Dashboard - Inventory overview with key metrics
  • Reports - Inventory valuation, stock movement, and low stock reports

Requirements​

Dependencies: SystemCore

The module uses CoreProduct from SystemCore for product definitions.

Installation​

WMSInventoryCore is a core module that is always enabled. It cannot be toggled on or off as it is part of the base system.

Access Inventory features from the sidebar:

  • Inventory Management > Dashboard - Inventory overview and metrics
  • Inventory Management > Units - Manage measurement units
  • Inventory Management > Warehouses - Manage warehouse locations and zones
  • Inventory Management > Vendors - Manage suppliers and vendors
  • Inventory Management > Stock Adjustments - Record and manage stock adjustments
  • Inventory Management > Stock Transfers - Transfer stock between warehouses
  • Inventory Management > Reports > Inventory Valuation - Stock value report
  • Inventory Management > Reports > Stock Movement - Movement history report
  • Inventory Management > Reports > Low Stock Alert - Low stock items report
  • Inventory Management > Settings - Inventory configuration

Usage​

Setting Up Units​

  1. Navigate to Inventory Management > Units
  2. Add measurement units (e.g., Pieces, Kilograms, Liters)
  3. Units are used when tracking product quantities

Setting Up Warehouses​

  1. Navigate to Inventory Management > Warehouses
  2. Click Create to add a new warehouse
  3. Enter warehouse details:
    • Name and code
    • Address and contact information
  4. Optionally add warehouse zones for organized storage
  5. View warehouse inventory and details on the warehouse detail page

Managing Vendors​

  1. Navigate to Inventory Management > Vendors
  2. Click Create to add a new vendor
  3. Enter vendor details:
    • Name and contact information
    • Company details
  4. View and edit vendor information

Stock Adjustments​

Record inventory discrepancies or corrections:

  1. Navigate to Inventory Management > Stock Adjustments
  2. Click Create to start a new adjustment
  3. Select the warehouse and products
  4. Enter adjustment quantities (positive to add, negative to remove)
  5. Provide a reason and reference
  6. Submit the adjustment
  7. Adjustments may require approval depending on configuration

Adjustment Types​

Configure adjustment reasons:

  • Adjustment types can be managed to categorize different kinds of stock adjustments
  • Common types include: Damage, Theft, Count Correction, Return

Stock Transfers​

Move stock between warehouses:

  1. Navigate to Inventory Management > Stock Transfers
  2. Click Create to start a new transfer
  3. Select source and destination warehouses
  4. Add products and quantities
  5. Submit the transfer
  6. Transfer workflow: Created > Approved > Shipped > Received
  7. Transfers can also be cancelled at appropriate stages
  8. Print transfer documents from the transfer detail page

Viewing Inventory​

  • Warehouse detail pages show current inventory levels
  • Product inventory can be searched across warehouses

Reports​

Inventory Valuation​

Access at Inventory Management > Reports > Inventory Valuation:

  • Filter by warehouse
  • View stock levels and calculated values based on product base prices
  • Total inventory valuation

Stock Movement​

Access at Inventory Management > Reports > Stock Movement:

  • Filter by product, warehouse, and date range
  • View all inventory transactions for the selected product
  • Track movement history over time

Low Stock Alert​

Access at Inventory Management > Reports > Low Stock Alert:

  • Filter by warehouse
  • Shows products where stock level is at or below the reorder level
  • Helps identify items that need restocking

Permissions​

The module uses granular permissions for access control:

  • Dashboard: wmsinventory.view-dashboard
  • Units: wmsinventory.view-units, wmsinventory.create-unit, wmsinventory.edit-unit, wmsinventory.delete-unit
  • Warehouses: wmsinventory.view-warehouses, wmsinventory.create-warehouse, wmsinventory.edit-warehouse, wmsinventory.delete-warehouse, wmsinventory.view-warehouse-inventory, wmsinventory.manage-warehouse-zones
  • Adjustments: wmsinventory.view-adjustments, wmsinventory.create-adjustment, wmsinventory.edit-adjustment, wmsinventory.approve-adjustment, wmsinventory.delete-adjustment
  • Adjustment Types: wmsinventory.view-adjustment-types, wmsinventory.create-adjustment-type, wmsinventory.edit-adjustment-type, wmsinventory.delete-adjustment-type
  • Transfers: wmsinventory.view-transfers, wmsinventory.create-transfer, wmsinventory.edit-transfer, wmsinventory.approve-transfer, wmsinventory.ship-transfer, wmsinventory.receive-transfer, wmsinventory.cancel-transfer, wmsinventory.delete-transfer
  • Vendors: wmsinventory.view-vendors, wmsinventory.search-vendors, wmsinventory.create-vendor, wmsinventory.edit-vendor, wmsinventory.delete-vendor
  • Reports: wmsinventory.view-inventory-valuation, wmsinventory.view-stock-movement, wmsinventory.view-low-stock
  • Settings: wmsinventory.manage-settings

Settings​

Configure inventory settings at Inventory Management > Settings.

Requires the wmsinventory.manage-settings permission.

Changelog: View version history

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