Inventory module

Overview

At its core, the Inventory module helps you answer three questions:

• What do I have? — View all products with real-time stock levels
• Where is it? — Track inventory across multiple warehouse locations
• When do I need more? — Get alerts before you run out

Key features

Product management

Create and manage your product catalog with comprehensive item details:

• SKU and identifiers — Unique SKU, barcode, GTIN, and EAN support
• Product information — Name, description, category, brand, and supplier
• Status tracking — Active, inactive, or discontinued items
• Location assignment — Default storage locations (e.g., “Aisle A1, Bin B3”)

Stock level tracking

Monitor inventory quantities in real-time:

Stock status indicators

Items are automatically categorised based on your configured warning levels:

• In Stock — Adequate inventory levels
• Low Stock — Below warning threshold, consider reordering
• Critical — Below critical threshold, urgent attention needed
• Out of Stock — Zero available quantity

Composite items

Build virtual products from existing inventory components. Composite items calculate their available stock based on the components they contain — perfect for kits, bundles, or assembled products.

When you create a composite item:

1. Enable “Composite item” in the product settings
2. Add component products from your inventory
3. Set the quantity of each component per composite unit
4. Stock levels are automatically calculated from component availability

Working with inventory

Adding items

Create a single item:

1. Open the Inventory module
2. Click Add Item in the sidebar
3. Fill in the required fields (SKU and Product Name)
4. Configure optional details, UOM, and stock warnings
5. Click Create Item

Bulk import products:

1. Click Import Products in the sidebar
2. Upload your CSV file with product data
3. Map columns to EQUOS9 fields
4. Review and confirm the import

Searching and filtering

Find items quickly using the search bar:

• Search by SKU, product name, or barcode
• Use the barcode scanner button to scan and search
• Filter by stock status using the tabs: All Items, Low Stock, Out of Stock

Viewing item details

Click any item to open the detail view with three tabs:

Details tab:

• Stock level summary cards
• Item information (category, brand, supplier)
• Composite components (if applicable)
• Additional product details

Warehouse tab:

• Stock holdings by location
• Bin-level quantities
• Location-specific availability

History tab:

• Movement history chart showing stock levels over time
• Detailed movement logs with timestamps
• Links to related orders (send, receive, transfer, returns)

Unit of measure (UOM)

Configure how your products are measured and sold with multi-level UOM hierarchies.

Single unit setup

For simple products, set a base unit like “Each”, “Unit”, or “Piece”.

Multi-level hierarchy

For products sold in different quantities, create a conversion hierarchy:

Unit → Carton (12 units) → Pallet (48 cartons)

The UOM editor lets you:

• Add multiple conversion levels
• Set conversion ratios between levels
• Include dimensions (length, width, height, weight) per level
• View a summary of all conversions

Stock warnings and reorder points

Configure alerts to prevent stockouts:

Barcode management

The Add Barcodes tool helps you quickly assign barcodes to products:

Scan-first workflow

1. Click the Scan button or use the floating action button
2. Scan a barcode with your device camera
3. Select the product to assign it to
4. Confirm the assignment

Item-first workflow

1. Browse items using the tabs (All, Has Barcode, No Barcode)
2. Click an item to edit its barcode
3. Scan or manually enter the barcode value
4. Save the changes

Reports and exports

Generate reports from the Inventory sidebar:

• Inventory Report (Summary) — PDF grouped by category with totals
• Inventory Report (Detailed) — PDF with all SKUs and quantities
• Export CSV — Download inventory data for analysis or backup

Best practices

1. Set meaningful SKUs — Use a consistent naming convention that’s easy to search and identify
2. Configure warning levels — Set thresholds based on lead times and demand patterns
3. Use categories — Group similar products for easier filtering and reporting
4. Assign barcodes — Enable faster lookups and reduce data entry errors
5. Review low stock regularly — Use the Low Stock tab to stay ahead of stockouts
6. Track movement history — Review the History tab to understand demand patterns

Related modules

• Warehouse — Manage inbound/outbound operations and bin locations
• Order Manager — Create orders that move inventory
• Manufacture — Consume and produce inventory through manufacturing orders