Stock Management

Learn how to track, manage, and control inventory in Prosessed AI.

Overview

Stock Management helps you track the quantity and movement of items across your warehouses.

It ensures:

• Accurate stock levels
• Smooth order fulfillment
• Better inventory control

Key Concepts

Stock Item

A product that is physically stored and tracked in inventory.

Warehouse

A location where stock is stored.

Stock Movement

Any change in stock, such as:

• Purchase (stock increase)
• Sales (stock decrease)
• Transfer (warehouse movement)

Warehouse Setup

Before managing stock, create warehouses:

1. Go to Stock → Warehouse
2. Click Add New
3. Enter warehouse name
4. Save

You can create multiple warehouses if needed.

Stock Inward (Adding Stock)

Stock increases when items are received.

Methods:

Purchase Receipt (Recommended)

1. Create Purchase Order
2. Create Purchase Receipt
3. Add items and quantity
4. Submit

Stock Entry (Manual)

1. Go to Inventory → Stock Entry
2. Select type: Material Receipt
3. Add items and quantity
4. Select warehouse
5. Submit

Stock Outward (Reducing Stock)

Stock decreases when items are sold or used.

Methods:

• Sales Order → Delivery → Invoice
• Stock Entry (Material Issue)

Stock Transfer

Move stock between warehouses:

1. Create Stock Entry
2. Select type: Material Transfer
3. Add:

• Source warehouse
• Target warehouse

4. Submit

Real-Time Stock Updates

Stock is updated automatically when:

• Purchase Receipt is submitted
• Sales order is delivered
• Stock entry is created

Batch & Expiry (Optional)

For certain items, you can enable:

• Batch tracking
• Expiry date tracking

Useful for:

• Food products
• Medicines

Stock Reports

You can track inventory using reports:

• Stock Balance
• Stock Ledger
• Item-wise stock
• Warehouse-wise stock

Minimum Stock & Alerts

Set minimum stock levels to avoid stockouts.

The system can notify when:

• Stock falls below threshold

Best Practices

• Always update stock through proper entries
• Avoid manual adjustments unless required
• Use warehouses correctly
• Regularly check stock reports

Common Issues

• Stock mismatch → Check stock entries
• Negative stock → Verify transactions
• Item not showing → Check warehouse selection

Example

Item: Cheese Makhana

Warehouse: Main Warehouse

Stock: 100 cartons

After sales of 10 cartons → Stock becomes 90 cartons

What Next?

• Create items → Item Management
• Manage pricing → Price Lists
• Process orders → Sales Order