Skip to content
BMS Learning center
Menu
15 lessons · No signup needed

📦 Guide: Inventory & warehouse

A cross-business specialist guide for catalog, receiving, replenishment, transfers, counts, reservations, quarantine, wastage and reconciliation.

Start the first lesson →

A specialist guide, not a business type

Use this alongside your business guide for catalog, receiving, transfers, counts, reservations, quarantine, wastage and reconciliation. Opening it changes no shop setting or capability.

AI · Inventory

How inventory and AI work together

Follow the stock lifecycle and see where AI helps customers and shop owners.

Audio is unavailable, but you can still select each step.

Inventory & warehouse flow

Step 1 of 15

Start with clear product, SKU, variant, pack and counting-unit data so every channel uses the same catalog and units.

  1. Product / SKUDefine products and counting units
  2. PO & receivingPurchase and receive into stock
  3. Sellable stockAvailable by branch
  4. Customer AI
    Order reservationCounter / LINE OA / Social
  5. Pay / handoffPayment and delivery
  6. Deduct stockBalance falls automatically
  1. Branch transferRequest and approve
  2. In transitAwait destination receipt
  3. Receive / quarantine / lossInspect and record outcome
  1. SnapshotPin balance at a time
  2. Physical countCount on site
  3. Approve varianceAuthorized review
  4. Owner AI
    Apply deltaAdjust only the difference
SellableReservedIn transitQuarantinedMissing

Every balance change has a document, an authorized actor and an audit trail.

Two practical AI paths

Customers message an enabled shop channel

Must be connected and enabled
LINE OAFacebookInstagramWeb chat
Customer asksAI calls a toolApproved facts only

CustomerIs Runner X available in size 42?

AIAI verifies the product, size, price and branch in shop data before replying.

  • Check products and prices
  • Suggest verified alternatives
  • Notify when restocked
  • Track order status

Customers never see sales totals, reports or back-office data.

Owners ask the back-office AI assistant

Permissions checked before every read
Which product sold best this month, and what were total sales?
What Admin can ask AI to analyze
  • Sales velocity and estimated days of stock
  • Stockout, overstock, dead-stock and no-movement risk
  • Reservations, transit, quarantine, loss, waste and count variance
  • Verified-data replenishment and branch-transfer recommendations
Sample answerOct 1–28, 2026 · All branches
Total sales
฿1,284,650
Top seller
Runner X · 428
Stockout risk
6 SKU

A real answer must state the period, branch, units and data limitations.

Export reportXLSXCSVPDF

AI summarizes and creates files, but never changes balances or creates records without confirmation.

Enabled channelAIApproved toolVerified BMS data

Customer and owner AI use different permissions and see different data.

Read the AI and reporting guide →

All lessons

15 lessons

Set up your shop3 lessons

  1. 01

    Start the inventory & warehouse guide

    Define products, branches, owners and evidence before moving stock.

  2. 02

    Products, SKUs, barcodes & imports

    Set up drinks, snacks, merchandise or ingredients with prices, costs and units.

  3. 03

    Base units, variants, packs & stock models

    Align sales, receiving, recipes, lots and serials on one product structure.

Daily operations9 lessons

  1. 04

    Branch balances, reorder points & sellable stock

    Read balances without mixing reservations, transit or quarantine.

  2. 05

    Receive, transfer & count stock

    Manage sellable inventory by branch, including variances and wastage.

  3. 06

    Purchase orders, receiving & cost

    Receive PO goods into the correct branch with quantity, cost, lot and evidence.

  4. 07

    Branch requisitions & replenishment planning

    Turn branch demand into a transfer or PO without moving stock before approval.

  5. 08

    Send–receive transfers & discrepancies

    Control transit, damaged and missing units without inflating destination stock.

  6. 09

    Snapshot counts & variance approval

    Count shelves without overwriting sales made during the count.

  7. 10

    Reservations, holding orders & unexplained stock

    Find who holds stock before selling the last unit or correcting reservations.

  8. 11

    Lots, expiry, serials, quarantine & quality

    Preserve unit evidence and keep restricted goods out of usable stock.

  9. 12

    Wastage, losses, returns & write-offs

    Record reasons and distinguish sellable returns, quarantine, waste and loss.

Members, AI & reports1 lessons

  1. 13

    Customer AI, inventory intelligence & report exports

    Separate customer-safe answers from back-office data and use the assistant to explain evidence without letting AI change balances itself.

Recovery & go-live2 lessons

  1. 14

    Reports, reconciliation & unknown-result recovery

    Reconcile movements to branch balances and reuse original requests after interruptions.

  2. 15

    Inventory go-live rehearsal

    Rehearse receiving, transfer, count, reservation, waste and failure paths with test data.

Reading checklist · 15 lessons

Your learning path

Reading progress is stored in this browser, not your shop's actual setup status.

0 / 15 lessons read