The Inventory module records your goods: how you measure them, where you keep them, how much you hold, and what moved. Use it if you store goods, move them, count them or correct their figures.
- Units of measure say how you count, weigh and measure each product, and how one unit converts to another.
- Warehouses and locations say where you keep stock: your warehouses, the zones inside them, and each aisle, rack, shelf or bin.
- Stock levels show what you hold now. See also stock lots, serial numbers and low stock alerts.
- Stock movements record goods that enter a warehouse, leave it or go to another warehouse. On a movement that you write by hand, the stock changes only when somebody clicks Complete.
- Transfer orders send stock from one warehouse to another, through picking, transit and receiving.
- Stock journal holds one entry for each change to a quantity on hand. Nobody can edit or remove an entry.
- Inventory adjustments correct the stock when the real quantity differs from the figure in Beelocity. Somebody approves an adjustment, and posting it changes the stock.
- Cycle counting raises count tasks for a warehouse on a rhythm that you choose. A count changes no stock, and it shows you what to correct.
Navigation
Open Inventory in the sidebar. The module opens on what needs doing (below). The sidebar lists the work:
| Entry | What it holds |
|---|---|
| Products | The product catalog. See Products. |
| Stock | One page with four tabs: Stock Levels, Stock Lots, Serial Numbers and Warehouse Map. See Stock levels. |
| Movements | One page with two tabs: the stock Movements, and the Journal of what each one changed. See Stock movements and Stock journal. |
| Transfers | Stock that you send from one warehouse to another. See Transfer orders. |
| Adjustments | Corrections to the stock, with their approval. See Inventory adjustments. |
| Count Tasks | The counts to carry out, and the differences that they find. See Cycle counting. |
Setup, at the end of the list, holds everything that you set the module up with.
See what needs doing
Opening Inventory shows the work that is waiting for somebody, in seven lists. Each row opens the record where you do the job. Beelocity reads the lists again each time you open the page.
| List | What it shows | What to do |
|---|---|---|
| Low stock | The low stock alerts that the stock has reached, one row for each alert. A row appears when the available stock is at or under the alert’s minimum or its reorder point. The row furthest below its minimum comes first. It names the warehouse that the alert watches, or Every warehouse. | Open the row to see the product and where its stock stands. Then order more, or send some from another warehouse with a transfer order. |
| Counts to do | The count tasks at Assigned or In progress, by the day they are scheduled for. A task with no day comes last. After that day, a row reads late. A task that nobody is assigned to reads Unassigned. | Open the task and click Start counting. Fill in what you count, and then click Complete. |
| Counted, to review | The count tasks at Completed, the oldest count first. | Open the task and click Review. This takes it off the list, and the stock does not change. To correct the stock, click Write a correction, and then post the adjustment. |
| Transfers to receive | The transfers at In transit or Receiving, by the expected arrival. A transfer with no expected arrival comes last. After that day, a row at In transit reads late. | When the goods arrive, click Receiving on the transfer’s road. After you check them and put them away, click Completed. Until then, neither warehouse counts the goods. |
| Adjustments to post | The adjustments at Pending approval or Approved, the oldest first. | On the adjustment’s road, click Approved, and then Posted. Only Posted changes the stock. |
| Expiring soon | The stock with the status Available that expires today or in the next thirty days, the soonest first. If the stock has a lot, Beelocity reads the lot’s date. | Sell it or use it first. Open the row to see the lot, or the stock record if it has no lot. |
| Lots to inspect | The lots whose quality is Pending or Under review, the oldest received first. A lot from a goods receipt or a work order starts at Approved, so it does not appear here. | Open the lot and click Approve or Reject. Reject moves the lot’s sellable stock to Quarantine. |
Each list shows five rows and how many there are in all. View all opens the whole list with the same filters. Low stock and Expiring soon have no View all. You cannot filter the alerts on whether the stock reached them, or filter the stock on a lot’s date.
At the top of the page, three buttons start the usual documents: New product, New transfer order and New inventory adjustment. The stock figures sit under the buttons. The Within 30 days figure on the Expiring stock card counts exactly the stock that Expiring soon lists.
You see only the lists and the buttons that your role lets you open. Of the roles that come with Beelocity, only the owner of your organization can change the stock. Anybody else needs a role that the business makes.
Set up the module
Setup is one page for what you set once and change when the business changes. It has a tab for each:
| Tab | What it holds |
|---|---|
| Warehouses | Your warehouses, their zones and their locations. See Warehouses and locations. |
| Units of Measure | How you count quantities and convert them. See Units of measure. |
| Tax Classes | The value-added tax (TVA) rates that your products carry. See Taxes. |
| Product Categories | The tree that you sort products into. See Product categories. |
| Product Families | The families that products and their variants belong to. See Product families. |
| Product Attributes | The attributes that variants are made from. See Product attributes. |
| Product location assignments | Where each product should be kept, as a reference for your team. See Product location assignments. |
| Low Stock Alerts | How low the stock of each product can fall before Beelocity tells you. See Low stock alerts. |
| Cycle Counts | The cycle counts that raise count tasks on a rhythm that you choose. See Cycle counting. |
Each tab keeps the address that its list always had. So a bookmark, or the link in a low stock notification, still opens it. You see only the tabs that your role lets you open. If your role opens none of them, Setup is not in your sidebar. The price lists are a tab of Sales › Setup, and the currencies are a tab of Treasury › Setup.