Inventory

Products

Manage your entire product catalog from Inventory → Products.

Product Fields

Field	Description
Name	Product display name.
SKU	Unique stock-keeping unit code.
Barcode	EAN/UPC barcode for scanning.
Selling Price	The price at which you sell to customers.
Cost Price	Your purchase/landed cost. Used for profit calculations.
MRP	Maximum Retail Price (printed on product).
Tax Rate	GST rate — 0%, 5%, 12%, 18%, or 28%.
Tax Inclusive	Whether the selling price includes GST or not.
HSN Code	Harmonized System Nomenclature code for GST classification.
Unit	Unit of measurement (Piece, Kg, Box, etc.).
Category	Product category for organisation.
Brand	Brand/manufacturer name.
Reorder Level	Minimum stock level — triggers low-stock alerts when stock falls below this.
Opening Stock	Initial stock quantity when adding the product.
Images	Upload multiple product images. Set a primary image.
Description	Detailed product description.

Categories & Brands

• Categories: Organise products into categories (e.g., Beverages, Snacks, Electronics). Go to Inventory → Categories to create/edit/delete.
• Brands: Track product brands separately. Go to Inventory → Brands.
• Facets: Dynamic filtering attributes for advanced product discovery.

Variants

Products can have variants based on attributes like size, colour, finish, weight, etc.

• Create variant groups (e.g., Size: S/M/L/XL, Colour: Red/Blue/Black).
• Each variant combination has its own SKU, barcode, price, and stock level.
• Industry modules add specific variant types: Garments (Size/Colour Matrix), Tiles (Size/Finish/Shade), Jewelry (Weight/Purity).

Batch / Lot Tracking

Track products by manufacturing batch — essential for Pharmacy, Food, and FMCG businesses.

• Enable batch tracking on a product to track each batch with: Batch Number, Manufacturing Date, Expiry Date, Quantity.
• At POS, select which batch to sell from (FIFO recommended).
• The system sends expiry alerts for batches nearing their expiry date.

Stock Management

• Stock Adjustment: Increase or decrease stock with a reason (damage, theft, correction, gift, etc.).
• Low Stock Alerts: Configure reorder levels per product. Get alerts via dashboard, SMS, or WhatsApp when stock falls below the threshold.
• Dead Stock Report: Identify products with no sales movement over a period.
• Stock Report: View current stock across all products, branches, and godowns.

Stock Transfers

Transfer stock between branches or godowns.

1. Go to Inventory → Stock Transfers → Create.
2. Select source and destination (branch or godown).
3. Add products and quantities.
4. Submit the transfer. Stock moves from source to destination.

Godowns / Warehouses

Manage multiple storage locations within a branch.

• Create godowns from Inventory → Godowns.
• View stock-by-godown to see what's stored where.
• Transfer stock between godowns within the same branch.

Units of Measurement

Manage product units with support for compound units and conversions.

• Base units: Piece (PCS), Kilogram (KG), Litre (LTR), Metre (MTR), Box, Packet, etc.
• Compound units: Define a Box as "12 Pieces", a Carton as "24 Boxes", etc.
• Purchase unit vs Sale unit: Buy in Cartons, sell in Pieces — the system converts automatically.
• UQC codes: GST-compliant Unique Quantity Codes are included for all units.
• Industry modules add specialised units (e.g., SqFt, RFt, Peti for Tiles & Marbles).

Suppliers

Manage your suppliers/vendors from Inventory → Suppliers.

• Create suppliers with name, contact, GSTIN, address, and opening balance.
• Track supplier ledger, outstanding dues, and payment history.
• Enable Supplier Portal per supplier — gives them a self-service login to view POs and payments.

Purchase Orders

1. Go to Inventory → Purchase Orders → Create PO.
2. Select a supplier and add products with quantities and rates.
3. Submit the PO. Optionally send it to the supplier via email or supplier portal.
4. When goods arrive, Receive against the PO (creates a GRN). See GRN & Receiving.
5. If needed, use the approval workflow — POs above a threshold require manager approval.

GRN & Receiving

Goods Receipt Notes (GRN) record incoming stock against a purchase order.

1. Open the PO → click Receive.
2. Enter the actual quantities received (may differ from ordered).
3. For serialised products (IMEI, serial numbers), scan or enter each serial number.
4. Submit. Stock is updated. A GRN record is created for audit.

Write-Offs

Write off damaged, expired, or stolen stock.

1. Go to Inventory → Write-Offs → Create.
2. Select the product and quantity to write off.
3. Choose a reason: Damage, Expiry, Theft, Wastage, etc.
4. Submit. Stock is reduced and the write-off is logged for audit and accounting.

Stock Audit / Physical Count

Verify physical stock against system stock.

1. Go to Inventory → Stock Audit → Create Audit.
2. Select the products or categories to audit.
3. Enter the physical count for each product.
4. The system shows the variance (system stock vs physical count).
5. Click Complete Audit — stock is automatically adjusted to match the physical count.

Composite / Kit Items

Define a product as a composite/kit made from component products.

• Example: A "Gift Basket" composite containing 3 chocolates + 1 card + 1 ribbon.
• When selling the composite, the system checks component stock availability.
• Stock of each component is deducted when the composite is sold.

Import Products

Bulk-import your product catalog from CSV or Excel.

1. Go to Settings → Import and select "Products".
2. Download the sample template (CSV format with required columns).
3. Fill in your data and upload the file.
4. Preview the import — the system shows a summary with any validation errors.
5. Click Execute. Products are created with the imported data.

You can also import from Tally, BUSY, or Marg ERP — the import wizard maps fields automatically. See Data Import & Export.

Low Stock & Expiry Alerts

• Low stock alerts: Triggered when stock falls below the reorder level. Visible on the dashboard and optionally sent via WhatsApp/SMS.
• Expiry alerts: For batch-tracked products — alerts when batches are nearing expiry (configurable days before).
• Configure alert preferences in Settings → Notifications → Inventory Alerts.

Price Levels

Set different selling prices for different customer segments — wholesale, retail, VIP, dealer, etc.

1. Go to Inventory → Price Levels.
2. Click Add Price Level — enter a name (e.g., "Wholesale", "Dealer", "Staff").
3. For each product, set a custom selling price for that level (or a percentage discount from the default price).
4. Assign customers to a price level from CRM → Customer → Edit → Price Level.
5. When billing a customer at the POS, their price level automatically applies — the POS shows their special price.