ReviewedVersion: 2026.0715 min read
Inventory and warehouses
Movements, transfers, counts, and adjustments with balance integrity.
Who is this for?Storekeeper, inventory manager, branch manager
Applies toAll inventory-enabled businesses
Last reviewed2026-07-15
01
What you will accomplish
- ✓Trace every stock movement
- ✓Run a controlled transfer
- ✓Perform an independent stock count
- ✓Resolve variances with permission and reason
02
Operating workflow
- 01
Select warehouse and branch
- 02
Create the appropriate document
- 03
Review quantities and units
- 04
Approve or post according to permission
- 05
Reconcile balance and report
03
Operating and safety controls
Negative stock is disabled by default
A transfer is a document, not a setting
Every adjustment requires a reason and audit trail
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.