Inventory

Track what you have and where: lots, serials, stock by location, every transaction, and full traceability.

Inventory is the system of record for physical stock. Every receipt, issue, move, and shipment posts here, so on-hand quantities stay accurate by item and location, and any unit can be traced back to what it was made from.

It covers:

  • Lots are batches of material that share an origin (a receipt, a production run). Lot tracking is how you group quantities that must stay associated for recall or traceability.
  • Serials identify individual units one by one, for items tracked at the single-unit level.
  • Stock is the on-hand picture: how much of each item sits at each location right now.
  • Locations are the places stock lives (sites, areas, bins).
  • Transactions are the immutable log of every inventory movement. Stock is never edited directly; it is the running result of transactions.
  • Traceability walks the genealogy of a lot or serial: what it was built from and what it went into.

How it stays accurate

Every movement posts a transaction; on-hand stock is the running sum of them:

Inventory transactions: Receive or Produce adds a transaction into Stock on hand, while Issue or Ship draws one out

Every move is recorded, so stock is the sum of its transactions, never edited directly.

Other modules drive these movements: the warehouse receives and ships, production issues materials and reports finished goods. Inventory just keeps the count and the history honest.

Traceability

Because every movement is logged against a lot or serial, you can answer both directions of a recall question: which finished units contain a suspect lot, and which materials went into a given finished unit. How that genealogy is traversed is engine logic; the lookup itself is on the Traceability screen.

The how-tos

For what each lot and serial status means, see Lot and serial statuses.

Where to go next