Inventory#

The Inventory module is where stock lives. Every receipt, issue, transfer, adjustment, and scrap ends up here. It is the single source of truth for "how much of what is in which warehouse, owned by whom, and at what cost."

What's in this module#

• Items, Item Categories, and Warehouses are the master data. See Master Data for those.
• Stock movement entries — the day-to-day operational forms:
  • Opening Stock — initialize balances for a new item or new organization
  • Stock Adjustment — correct discrepancies, write on or write off
  • Stock Transfer — move stock between warehouses
  • Scrap Entry — write off damaged or unusable stock
• Stock Ledger — the transactional history of every stock movement, with running balances

Stock movements initiated by other modules also end up here, posted by the system:

• Goods Receipt (PPR) — from the Purchase module
• Purchase Return (PPT) — from the Purchase module
• Sales Delivery (SPD) — from the Sales module
• Sales Return (SPT) — from the Sales module
• Production Entry (MFG) — from the Manufacturing module

All of these feed the stock ledger identically. You see the full picture in one place.

Transaction types at a glance#

How a stock entry works#

Every stock entry follows a two-step D / S / C lifecycle:

1. Draft (D) — you build up the lines on the create page. The create page only has Cancel and Save as Draft. Saving lands you on the detail page; nothing is posted yet.
2. Submitted (S) — on the detail page, you click Submit for Approval. The entry is posted to the stock ledger, a real document number is assigned, and the entry becomes read-only.
3. Cancelled (C) — a submitted entry can be cancelled. Instead of editing the posting, Neriyam posts a reversal — a new ledger entry that undoes the original. Both postings stay visible forever; nothing is rewritten.

This split lets you save partial drafts and run the strict submit-time validations only when you are ready.

Cancellation cascade#

If a stock entry is referenced by a downstream document — for example, a Purchase Return that points back to a Goods Receipt, or a Sales Return that points back to a Sales Delivery — cancelling the parent is blocked until the dependents are cancelled first. The error names the dependent document(s); cancel from the leaves up.

Ownership across stock entries#

Different transaction types have different ownership rules:

• Per-line picker on OPN, ADJ, TRF — each line can be own or customer.
• Header-driven sections on MFG and SCR — see those module pages for the per-section rules. Some sections always stay own even on a customer run.
• Own only on PPR, PPT, SPD, SPT — customer material does not flow through these.

See Stock ownership for the full table.

Where stock is valued#

Moving-average valuation runs automatically — see Stock valuation for the mechanics. In short:

• Inward movements (OPN, PPR, positive ADJ, MFG Outputs and By-products, SPT, SCR Resulting Scrap) update the balance average cost.
• Outward movements (SPD, PPT, negative ADJ, MFG Inputs and Consumables, SCR Items Being Scrapped) consume at the current balance average cost.
• Transfers (TRF) carry the source warehouse's cost into the destination.

Typical flows#

Setting up a new organization#

1. Create all Items and Warehouses
2. Post an Opening Stock entry to seed current balances and costs
3. From day one, let transaction modules (sales, purchase, manufacturing) drive stock movements

Day-to-day operations#

• Use Stock Adjustment for stocktake corrections, damaged-in-store, found-extra, etc.
• Use Stock Transfer when material moves between your warehouses
• Use the Stock Ledger to audit, reconcile, and explain any discrepancy

Permissions#

The main inventory permissions are:

Module-owned transaction types — PPR, PPT, SPD, SPT, MFG, SCR — have their own per-module manage permissions (see the respective module pages).

Related concepts#

• Stock ownership — own vs. customer stock
• Stock valuation — moving average cost
• Document numbering — where stock entry codes come from