Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- Agree product and SKU naming with operations and finance.
- Record opening on-hand quantities for the pilot location on paper or spreadsheet first.
- Define who may post stock adjustments.
Setup steps
- Open Inventory.
- Create products and SKUs for the pilot catalog.
- Enter opening stock levels on sample data.
- Post one controlled adjustment and confirm it appears in the movement log.
Day-to-day use
- Post adjustments with a clear reason code or note.
- Review the movement log for unexpected changes.
- Reconcile counts before month-end close meetings.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
