Inventory Settings
Default warehouses, item approval, and valuation rules for the Inventory module.
Inventory Settings#
Settings › Inventory Settings holds a small set of organization-wide inventory defaults. Most are set once at go-live. The page has three sections on a single scrollable form.
Approval Workflow#
A single toggle, shared with System Settings.
| Field | Notes |
|---|---|
| Item Requires Approval | When on, new items land in Draft and must be submitted and approved before they can be used in any transaction. When off, items are active on save. |
The same toggle exists on System Settings under Approval Workflows. Changing it here or there has the same effect — both surfaces edit the same underlying setting.
Default Warehouses#
Pre-fill the warehouse on three operational forms, saving a click per transaction. All three are optional — leave blank to skip.
| Field | Pre-fills |
|---|---|
| Default Receiving Warehouse | The Warehouse field on new Goods Receipt (GRN) entries |
| Default Dispatch Warehouse | The Warehouse field on new Sales Delivery (SDN) entries |
| Default Scrap Warehouse | The Warehouse field on new Scrap Entry documents |
Options are drawn from your active warehouses, shown as code — name. A — None — option clears the default.
Set all three defaults once you have your warehouse structure in place. The ten seconds of setup save a click on every operational form afterwards.
Valuation & Stock#
Two read-only fields that show the policies Neriyam applies.
| Field | Current value | Notes |
|---|---|---|
| Valuation Method | Weighted Average | Also commonly called "moving average" in ERP literature — same calculation. |
| Negative Stock | Not Allowed | Stock balance cannot go below zero — outward movements are capped at the available quantity. |
Saving#
Save computes the diff — only the fields you changed are sent. A toast confirms success. If validation fails, error text appears under the offending field.
Permissions#
| Action | Permission |
|---|---|
| View | INVENTORY.VIEW_ITEMS or INVENTORY.MANAGE_ITEMS |
| Edit | INVENTORY.MANAGE_ITEMS |
Without edit permission, the page shows as view-only with a banner.
Related#
- System Settings — where the Item Requires Approval toggle also appears
- Warehouses — what the default warehouse fields pick from
- Goods Receipt, Sales Delivery Notes, Scrap Entry — the forms that consume the defaults
- Stock valuation — the moving-average mechanics
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