Inventory
Manage inventory items and stock
Inventory Management
Track and manage all inventory items across your organization. Monitor stock levels, receive items, and maintain accurate records.
Administrator Inventory Access
Full access to all inventory items across all branches
Inventory List
The inventory list shows all tracked items with key information:
SKU & Name
Unique identifier and item name
Category
Item classification for organization
Quantity
Current stock level with unit
Location
Where the items are stored
Receiving Inventory
When a purchase request is fully paid, items can be received into inventory:
Go to Purchase Request
Navigate to the fully paid purchase request
Click "Receive to Inventory"
This option appears when the request is fully paid
Select Storage Location
Choose the warehouse or location where items will be stored
Confirm Receipt
Items are added to inventory and stock levels updated
Low Stock Alerts
Automatic Alerts
When items fall below their reorder level, the system automatically flags them and can send email notifications to administrators. Check the dashboard regularly for low stock warnings.
Filtering & Search
Find items quickly using:
- Search: Find by SKU, name, or description
- Category Filter: Show items from specific categories
- Low Stock Filter: Show only items below reorder level
Send Inventory Report
Generate and send inventory reports on-demand via the "Send Report" tab:
Go to Send Report Tab
Click the "Send Report" tab on the Inventory page
Enter Email Addresses
Specify the recipient email and optional CC address
Select Report Sections
Choose which sections to include: Pending Requests, Low Stock, Recent Activity, or All Stock
Send Report
Click "Send Report Now" to email the inventory summary immediately
All Stock Report
The "All Stock" option includes a complete inventory list with item names, SKUs, categories, quantities, locations, and stock status (OK or Low).
Inventory Management
Track and manage all inventory items across your organization. Monitor stock levels, receive items, and maintain accurate records.
Finance Inventory Access
View inventory items in your branch
Inventory List
The inventory list shows all tracked items with key information:
SKU & Name
Unique identifier and item name
Category
Item classification for organization
Quantity
Current stock level with unit
Location
Where the items are stored
Receiving Inventory
When a purchase request is fully paid, items can be received into inventory:
Go to Purchase Request
Navigate to the fully paid purchase request
Click "Receive to Inventory"
This option appears when the request is fully paid
Select Storage Location
Choose the warehouse or location where items will be stored
Confirm Receipt
Items are added to inventory and stock levels updated
Low Stock Alerts
Automatic Alerts
When items fall below their reorder level, the system automatically flags them and can send email notifications to administrators. Check the dashboard regularly for low stock warnings.
Filtering & Search
Find items quickly using:
- Search: Find by SKU, name, or description
- Category Filter: Show items from specific categories
- Low Stock Filter: Show only items below reorder level
Send Inventory Report
Generate and send inventory reports on-demand via the "Send Report" tab:
Go to Send Report Tab
Click the "Send Report" tab on the Inventory page
Enter Email Addresses
Specify the recipient email and optional CC address
Select Report Sections
Choose which sections to include: Pending Requests, Low Stock, Recent Activity, or All Stock
Send Report
Click "Send Report Now" to email the inventory summary immediately
All Stock Report
The "All Stock" option includes a complete inventory list with item names, SKUs, categories, quantities, locations, and stock status (OK or Low).
Inventory Management
Track and manage all inventory items across your organization. Monitor stock levels, receive items, and maintain accurate records.
Department Manager Inventory Access
Manage inventory items in your branch
Inventory List
The inventory list shows all tracked items with key information:
SKU & Name
Unique identifier and item name
Category
Item classification for organization
Quantity
Current stock level with unit
Location
Where the items are stored
Receiving Inventory
When a purchase request is fully paid, items can be received into inventory:
Go to Purchase Request
Navigate to the fully paid purchase request
Click "Receive to Inventory"
This option appears when the request is fully paid
Select Storage Location
Choose the warehouse or location where items will be stored
Confirm Receipt
Items are added to inventory and stock levels updated
Low Stock Alerts
Automatic Alerts
When items fall below their reorder level, the system automatically flags them and can send email notifications to administrators. Check the dashboard regularly for low stock warnings.
Filtering & Search
Find items quickly using:
- Search: Find by SKU, name, or description
- Category Filter: Show items from specific categories
- Low Stock Filter: Show only items below reorder level
Send Inventory Report
Generate and send inventory reports on-demand via the "Send Report" tab:
Go to Send Report Tab
Click the "Send Report" tab on the Inventory page
Enter Email Addresses
Specify the recipient email and optional CC address
Select Report Sections
Choose which sections to include: Pending Requests, Low Stock, Recent Activity, or All Stock
Send Report
Click "Send Report Now" to email the inventory summary immediately
All Stock Report
The "All Stock" option includes a complete inventory list with item names, SKUs, categories, quantities, locations, and stock status (OK or Low).