Inventory Setup and Management

Categories: Solution ERP DNA

About Course

In this course we will go over the inventory module, from creating and updating your item masters to creating sales and purchase pricing to managing your inventory and stock. In this course we will cover all types of inventory types: purchasable, service and manufactured items.

Course outcome:

After this course you should be able to create and manage your item masters. You will also be able to manage your stock and inventory and handle any stock discrepancies that arise during your operations. You are also able to differentiate when to use the different items types and their effect on the system.

Add inventory location and unit of measurement
Add item category and item tags
Adding items to stock master
Importing items using import function
Adding and managing sales kits
Enter stock opening balance and adjustments
Inventory reconciliation
Item location transfers and reorder levels
Assigning items to suppliers/customers
Managing Items standard costs
Inventory and items inquiry screens
Inventory and stock reports

Course Content

Inventory Setup
In this topic we will cover how to create inventory location, item categories, item masters, item tags and other functionalities that you will help you in managing your stock in Solution ERP. This is an important process to be able to effectively operate your ERP to match your operational requirements.

Add inventory location and unit of measurement

13:38
Add item category and item tags

00:00
Adding items to stock master

00:00
Importing items using import function

00:00
Adding and managing sales kits/recipes

00:00

Inventory Transactions
In this topic we will cover the various transaction you can create in the inventory module and how will each transaction affect the stores and the standard cost. We will also cover how you can manage your inventory by doing stock adjustments or stock reconciliations and what each transaction use case scenario.

Inventory Reporting
In this topic we will go over how you can have a complete overview to monitor and manage your inventory to make informed decisions and be able to extract the relevant reports. We will also cover the use case scenario of each of the many inventory reports that Solution ERP offers to monitor your inventory.

A course by

Bader Al Shayeb

Co-Founder/COO

Inventory Setup and Management

About Course

What Will You Learn

Course Content

Add inventory location and unit of measurement

Add item category and item tags

Adding items to stock master

Importing items using import function

Adding and managing sales kits/recipes

Enter stock opening balance and adjustments

Inventory reconciliation

Item location transfers and reorder levels

Assigning items to suppliers/customers

Managing Items standard costs

Inventory and items inquiry screens

Inventory and stock reports

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