Start the inventory & warehouse guide
Define products, branches, owners and evidence before moving stock.
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Before you begin
Named owners for catalog, receiving, transfers, counts and variance approval.
Where to go
Locations → Products → Inventory guide
Visible menus may vary with language, permissions, app version and shop configuration.Follow these steps
- Separate catalog from balances: SKU, variant, pack and stock policy define the item; actual quantity belongs to a branch and size.
- Define branches/warehouses and task owners. Verify product, purchase, inventory.transfer, inventory.count and inventory.count.apply permissions by role.
- Choose a cutover date. For migration, retain source records, perform a physical count and load opening stock once with traceable evidence.
- Agree on shared terms: sellable, reserved, in transit, quarantined, damaged, missing and unknown. Do not collapse them into one on-hand number.
How to verify success
The team can identify each balance, its approver and its source evidence.
Limits & things to check
This is a cross-business specialist guide; it does not change the business archetype or enable capabilities.
Ready to try it in your shop
Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.