Inventory · Reference

Actions and results

What each Inventory button and automatic behaviour does, with worked numbers and what the system refuses.

On this page (76)

Dashboard Overview Stock on hand Movement history Warehouse tasks Waves & batches Handling units Scanner Held stock Held in place Recalls Revaluations Opening stock Cutover check Availability Receipts Receipt exceptions Deliveries Receipts / Deliveries Internal transfers All transfers Drop shipments Drop-ship returns Intercompany transfers Cross-docking Returns Cycle counts Stock adjustments Landed costs Available to promise Replenishment proposals Soft reservations Allocation & shortages Kitting & repacking Transfer through transit Barcode lookup Stock valuation Inventory valuation (R031) - AVCO GL reconciliation (R032)Inventory to ledger (as at a date)Count variances (R033)Inventory aging (R034)Replenishment proposals (R035)Lot / serial trace (R036)Warehouse productivity Expiry Consignment consumption Inventory 360 Lot / serial 360 Stock events Exception centre Turnover & fill rate Products (list)Product record Stock and price history panel Warehouses Warehouse lifecycle bar Locations & bins Locations lifecycle bar Zones Routes & operations Putaway rules Docks & staging Shelf-life rules Count policy & ABC Stock periods Lots Serial numbers Reorder & pick-face rules Drop-ship routes Webhooks Intercompany links Stock policy Units & packaging Inventory features Inventory fields

Dashboard

Action	When	What you do	What happens
Dashboard figures	Stock in two warehouses	Open Dashboard; filter by one warehouse, then a category	Stock value equals Stock valuation for the same filter; charts change with filters; Below minimum lists products under their reorder minimum

Overview

Action	When	What you do	What happens
Operation cards and alerts	A late receipt; a count pending approval; a lot expiring in 20 days	Open Overview	Receipt card shows 1 late; alerts list 'operations past their scheduled date', 'stock counts pending approval', 'lots expire within 30 days'; clicking opens the filtered list
New Operation		New Operation > Receipt from Supplier	A new receipt form opens for the chosen warehouse

Stock on hand

Action	When	What you do	What happens
Quick stock adjustment	Admin user with stock.adjust; TEST-001 on hand 10	Stock adjustment; product; -1; reason; Post adjustment	On hand 9; value reduced at average cost; journal Dr stock adjustment / Cr inventory; Movement history shows the row with its journal
List and pivot		Switch List / Pivot	Same totals in both views; Stock value = On hand x cost per row

Movement history

Action	When	What you do	What happens
Movements trace to the ledger	A receipt and a delivery done	Open Movement history; open the Journal of each	Each value change has its journal; quantity and value signs match the move

Warehouse tasks

Action	When	What you do	What happens
Tasks from a transfer	Operation with 'Work through tasks' on; a ready delivery	Open Warehouse tasks; Assign to me; Complete with done = asked	When the last task completes the transfer is validated with what the tasks recorded; stock moves
Block and unblock	An open task	Block without a reason; with a reason; Unblock	Without reason 'Say why the task is blocked.'; blocked task cannot be completed 'Only an open, unblocked task can be completed.'
Put away in another bin	A put-away task with a suggested bin	Complete into a different allowed bin; then into a bin of another warehouse	Allowed bin accepted; other warehouse refused 'Put it away inside the transfer's destination, in a bin that is not blocked.'

Waves & batches

Action	When	What you do	What happens
Create and release a wave	Three ready deliveries in one warehouse	New wave; Batch; pick two; Create wave; Release	Tasks released in pick-path order; transfers show in the wave; a released wave cannot be released again 'Only a draft wave can be released.'
Cancel a wave	A draft and a done wave	Cancel wave on each	Draft cancelled, transfers free again; done refused 'A finished wave cannot be cancelled.'

Handling units

Action	When	What you do	What happens
Pack, nest, seal	Open delivery with picked lines	New package Carton on the delivery; pack lines; New Pallet; nest the carton on it; Seal	Carton holds the lines; nested on the pallet; sealing empty refused 'An empty package cannot be sealed.'; packing more than picked refused 'You cannot pack more than was picked for that line.'
Move a whole package	A stored pallet at A-01 with stock	Move whole unit to B-02	All contents move together; Stock by package shows B-02; a shipped package refused '<LPN> has shipped.'

Scanner

Action	When	What you do	What happens
Pick by scanning	A pick task assigned to you	Open Scanner on a phone; scan the bin, product, lot, enter quantity, confirm	Each step gives feedback ('At A-01. Scan the product.'); wrong bin/product is an error counted on the task, never accepted; task completes
Offline and replay		Turn the network off; scan a step; turn it on; Send now	'Offline: saved, will send when the connection is back.'; on reconnect sent once; sending the same message again changes nothing

Held stock

Action	When	What you do	What happens
Move stock to quarantine and release	TEST-001 at WH/Stock	Change status: 2 units to Quarantine with a reason; then Release held stock as a user with inventory.quality.release	Quarantined units leave available stock (cannot be reserved or delivered); release returns them; without the right refused 'Releasing held stock needs the quality release right.'

Held in place

Action	When	What you do	What happens
Hold without moving	4 free units of LOT-1 at A-01	Hold stock: 4, Hold as Quarantine; try to deliver LOT-1; Release 4	Units stay on the shelf but are not reservable or deliverable; release (with the right) makes them available
Change held status	An active hold	Change status Quarantine > Damaged	Hold kept with the new status; same status refused 'Choose another held status.'

Recalls

Action	When	What you do	What happens
Recall a lot	LOT-1 in stock, reserved on a ready delivery, and already shipped to a customer	New recall; product; LOT-1; reason; Create recall; Start the recall: hold the lots	Lot status Recall hold; the delivery's reservation is released (delivery back to Waiting); trace shows In stock, Shipped to customers, Still reserved
Clear or dispose a recalled lot	An active recall with two lots	Clear lot 1; Dispose lot 2	Lot 1 back to its previous status; lot 2 blocked and its stock written off; recall Closed when all lots are closed

Revaluations

Action	When	What you do	What happens
Revalue with two people	TEST-001: 10 on hand at 12.50; users A and B with inventory.revalue	A: New revaluation 11.00; reason; Submit for approval. A: Approve. B: Approve	A refused 'A revaluation must be approved by somebody other than the person who asked for it.'; B posts: value -15.00, journal Dr stock adjustment / Cr inventory; Reject sets Rejected
Stock moved since asked	A submitted revaluation	Deliver 1 unit, then approve	Refused: '<code> has moved since this was asked for (... then, ... now). Raise it again.'

Opening stock

Action	When	What you do	What happens
Dry run and import	New company with warehouses and products	Paste 3 rows (one with a bad location); Dry run; fix; Dry run; Import; press Import again	First load lists the error per row; import refused '1 row(s) have errors. Correct them and load again.'; clean load imports once (quants, lots, serials, one journal to opening equity); second Import changes nothing

Cutover check

Action	When	What you do	What happens
Check against an opening load	An imported opening load	New check; An opening-stock load; Check	Everything matches. -> status checked; Sign off works
Differences need another person	Old system figures that differ by one row	Check; Only the differences; Sign off as the same user without and with a note	Without note '<n> difference(s) remain: say why they are accepted.'; same user 'Differences are accepted by somebody other than who ran the check.'; another user signs off; a signed-off check cannot be re-run 'A signed-off check is kept as it was; start a new one.'

Availability

Action	When	What you do	What happens
Availability report	Stock in two locations, some reserved	Open Availability; filter by warehouse; export	On hand - reserved = available per product/location; matches Stock on hand

Receipts

Action	When	What you do	What happens
Receipt raised by a purchase order	Purchase order confirmed for 10 units	Open Receipts	A receipt for the PO (Source document = PO number) is listed, ready to validate
Manual receipt: create, confirm, validate	A goods product	New receipt; warehouse; vendor; line 10 x 12.50; Save; Confirm; Validate with done 10	Status Draft > Ready > Done; on hand +10; stock value +125.00; average cost recalculated; GRN printable
Partial receipt with backorder	Receipt for 10	Validate with done 6; choose Create a backorder	Receipt done for 6; a new backorder for 4 opens (Backorder smart button links both)
Partial receipt, cancel the rest	Receipt for 10	Validate with done 6; choose Cancel the rest	Done for 6; no backorder; remaining 4 cancelled (purchase order shows 6 received)
Over receipt within / beyond tolerance	Over-receipt tolerance 5% (stock policy or supplier)	Validate 10.4 of 10; then on another receipt 12 of 10	10.4 accepted and noted; 12 refused '...is over the 5% tolerance. Approve the over receipt to take it.'; the 'Approve over receipt and validate' button appears for a holder of the exception right and asks a reason
Lot and serial capture on receipt	Lot-tracked and serial-tracked products	Validate a lot product without a lot number; then a serial product with 2 serials for 3 units	Refused: '<code> is tracked by lot: enter the lot number received.' / '<code>: enter 3 serial number(s) for the 3 received ...'; with correct data lots/serials are created
Damaged and unexpected goods	Receipt for 5	Validate done 5 with damaged 1; add an extra unexpected item	4 to stock, 1 to the DAMAGED location; the extra goes to QUARANTINE; rows appear on Receipt exceptions
Edit only in draft	A confirmed receipt	Try to edit the lines (API or after confirming)	Refused: 'Only a draft picking can be edited. Cancel it, or return it.'

Receipt exceptions

Action	When	What you do	What happens
Resolve an exception	An open damaged / quarantine exception; user with the receipt exception right	Resolve > Accept into stock (or Return to supplier / Scrap)	Stock moves accordingly; status Accepted into stock / Returned to supplier / Scrapped; user without the right is refused 'Resolving a receipt exception needs the receipt exception right.'

Deliveries

Action	When	What you do	What happens
Delivery raised by a sale	A company default warehouse; sales order confirmed	Open Deliveries	Draft delivery from the default warehouse with the order's lines; Sales order smart button
Check availability and validate	Delivery for 5, stock 8	Confirm; Check availability; Validate done 5	Ready after reservation; on Done stock -5, cost of goods posted at average cost; sales order shows delivered
Negative stock refused / approved	Stock 2, delivery for 5; negative policy = refuse, then = approval	Validate done 5	Refuse policy: 'Insufficient stock for <code> at <loc>: on hand 2, needed 5.'; approval policy: '...would go below zero. Somebody with the right to approve negative stock has to confirm it.' and 'Approve below zero and validate' works only for a stock.negative.approve holder
Held lot cannot ship	A lot on hold or expired	Deliver that lot	Refused: 'Lot <name> is <status> and cannot leave stock.' / 'Lot <name> expired before this movement date.'
Pack into a new carton	Operation requires packing	Validate without packing; then Pack into a new carton; Validate	First refused '<code> is not packed. Put every unit in a package before validating.'; then 'Packed into a new carton.' and validation works
Split and merge	Two open deliveries to the same customer and place	Split… 3 of 10 to a new transfer; then select two and Merge	Split creates a new transfer with 3; merge combines; merging a done one refused '<number> is done and cannot be merged.'

Receipts / Deliveries

Action	When	What you do	What happens
Cancel a transfer	A ready transfer; a done transfer	Cancel each	Ready: cancelled and reservations released; Done: 'A completed picking cannot be cancelled; use a return.'
Book a dock and work as tasks	Docks configured	Book a dock… choose dock and window; Save; then Work as tasks	'Dock booked.'; tasks created on Warehouse tasks; on a draft 'Only a ready transfer can be turned into tasks.'

Internal transfers

Action	When	What you do	What happens
Move between bins	Stock at A-01	New transfer From A-01 To B-02; 5 units; Confirm; Validate	A-01 -5, B-02 +5; total value unchanged; no journal entry
Frozen location	An open cycle count freezing A-01	Validate a transfer from A-01	Refused: 'A-01 is frozen by count <number>. Finish the count first.'

All transfers

Action	When	What you do	What happens
Closed stock period / backdating	Previous month hard-closed in Stock periods; backdate policy = permission	Validate a transfer dated in that month; then dated yesterday without stock.backdate	'<Month YYYY> is closed for stock. Post it in an open month.' / 'A stock movement dated before today needs the backdating right.'

Drop shipments

Action	When	What you do	What happens
Drop shipment needs the PO approved	A drop-ship sale raised a drop shipment and a draft PO	Validate the drop shipment before approving the PO; approve the PO; validate	First refused 'Approve purchase order <number> before confirming the drop shipment.'; then done, no stock change in our warehouse

Drop-ship returns

Action	When	What you do	What happens
Return drop-shipped goods	A done drop shipment	Return; to the supplier directly; 1 of 2; Raise the return	A drop-ship return is created; returning more than shipped refused 'Only <n> of <code> can still come back.'

Intercompany transfers

Action	When	What you do	What happens
Send goods to a group company	Two linked companies; you hold inventory.intercompany in both	New transfer; To company; warehouses; line; Send	Our sale + delivery and their purchase + receipt are raised; Sent tab shows it; after our delivery, their receipt can be validated (before: '<number>: the selling company has not shipped these goods yet.')
Cancel and write off transit	A transfer not shipped; another shipped but lost	Cancel the first; Write off transit on the second	First cancelled; a shipped one cannot be cancelled 'Only a transfer that has not shipped can be cancelled; return the goods instead.'; write-off posts the transit value

Cross-docking

Action	When	What you do	What happens
Arriving goods go to the dock	Rule for TEST-001; a delivery waiting for it within the horizon	Validate a receipt of TEST-001	The needed quantity goes to the dock and is reserved for the delivery; the rest to stock; history row added

Returns

Action	When	What you do	What happens
Customer return end to end	A done delivery of 3	New return From a customer; pick the delivery; Return now 1; Create; Authorise; Receive; inspection Condition New + Restock; Carry out	Goods land in the RETURNS location first; after Carry out they are restocked by an internal transfer; no customer credit is made by the stock movement
Credit note from a return	A received customer return of an invoiced order	Raise credit note	A draft credit note for the returned lines; a second time 'This return already has a credit note.'
Return to vendor	A done receipt	New return To a vendor; pick the receipt; 2 units; Authorise; Ship	Stock -2 at average cost; status Done

Cycle counts

Action	When	What you do	What happens
Count and approve by another person	Location with stock; users A and B	A: New count; Start count; enter counted; Save counts. B: Approve	'Approved. The difference is posted.'; stock corrected; one journal for the net value (stock vs adjustment account); A approving their own count refused 'A cycle count must be approved by a different user than the counter.'
Recount above threshold	Count policy class A recount 5%	Count a 10-unit line as 8 and save; try Approve; save the count again; approve	First save sets Recount; approve refused 'The variance is past the recount threshold: count it again before approving.'; after the second count approval works

Stock adjustments

Action	When	What you do	What happens
Small adjustment posts at once	Approval threshold 1000 AED	New adjustment; reason Damage; -1 unit worth 12.50; Save; Submit	Posted immediately; journal entry linked; stock -1
Large adjustment needs a second person	Threshold 1000 (or 0 = every adjustment)	A: adjustment worth 1500; Submit. A: try Approve and post. B: Approve and post	Submitted; A refused 'An adjustment must be approved by somebody other than the person who raised it.'; B posts; Send back returns it to draft
Posted adjustment cannot be cancelled	A posted adjustment	Cancel	Refused: 'A posted adjustment is corrected by another adjustment, not cancelled.'

Landed costs

Action	When	What you do	What happens
Capitalise freight on a receipt	Done receipt of 2 products (values 1000 and 3000)	New landed cost; receipt; 400 AED; By value; Save draft; check preview; Post	Preview shows 100 and 300 with Added per unit; on Post stock value +400, journal Dr Inventory / Cr expense account; status Posted
Estimate then actual	Posted estimate 400 on a receipt	New landed cost, Actual 450, Replaces the estimate; Post	Only the 50 difference reaches stock; the estimate's accrual is cleared
Late charge on goods already sold	Receipt of 10, 6 already delivered	Post a 100 AED landed cost	40 capitalised to stock, 60 to cost of goods sold (or WIP/variance for manufacturing)

Available to promise

Action	When	What you do	What happens
ATP arithmetic	Product P-100 in DXB: on hand 100, reserved 30, open receipts due 50, open deliveries still unreserved 40	Open the screen, pick P-100 and DXB	ATP = on hand 100 - reserved 30 + incoming 50 - demand 40 = 80. Soft-reserved 25 is shown beside it and 'ATP after soft reservations' = 55. Forecasts are never counted
Only usable stock counts	A quarantine bin, a held lot, an expired lot and consignment (supplier-owned) stock all hold P-100	Open ATP for P-100	On hand ignores stock in non-available locations, lots that are on hold or past expiry, and stock owned by a supplier. Hard reservations on the same quants are not subtracted twice
Timeline	Receipts and deliveries scheduled on different dates	Read the Date / Change / ATP table	One row per date: change (+ receipt, - delivery) and the running ATP starting from on hand minus reserved. With nothing moving it says 'Nothing coming in or going out.'
Services excluded	A service product exists	Open the product picker	Only goods products are listed

Replenishment proposals

Action	When	What you do	What happens
Run replenishment - proposal arithmetic	Rule for P-100 in DXB: min 50, safety 10, max 120, multiple 24, lead 7 days, supply Buy. Position: on hand 40, reserved 10, soft 5, incoming 20, demand 15	Click Run replenishment	Projected = 40 - 10 - 5 + 20 - 15 = 30. Trigger = min 50 + safety 10 = 60; 30 is below it. Target = max(120, 60) = 120. Quantity = 120 - 30 = 90, rounded UP to a multiple of 24 = 96. Needed by = today + 7 days. Message '1 new, 0 updated, 0 withdrawn, 0 pick-face refill(s).'
Run is idempotent	A proposal exists and nothing has changed	Click Run replenishment again	'0 new, 0 updated, 0 withdrawn' - no second proposal (same fingerprint of the figures)
Proposal updates when figures change	Open proposal of 96; a 30-unit delivery is confirmed	Run again	The same proposal is updated (quantity recalculated, revision +1), message shows 1 updated; still one proposal
Withdraw when no longer needed	Open proposal; stock is received so projected rises to 65 (above the trigger 60)	Run again	The proposal becomes Withdrawn with a note 'Withdrawn <date>: projected 65 is back above 60.'
Pegging and explanation	An open proposal	Click the row	The dialog shows the sentence 'On hand 40 - reserved 10 - soft 5 + incoming 20 - demand 15 = projected 30, below min 50 + safety 10. Order up to 120 in multiples of 24: 96.' and the pegging table of orders behind the demand, plus Safety stock and Soft reservations lines
Approve a Buy proposal	Proposal with supplier on the rule; user holds inventory.replenish.approve	Open the proposal, click Approve	A draft purchase order is created for the supplier with the line (product, quantity, product cost) and the explanation in its notes; proposal becomes Approved and shows the purchase order number (or 'Draft PO')
Approve a Buy proposal with no supplier	The rule names no supplier	Click Approve	Refused: 'Choose the supplier to buy from.' (and the dialog gives no way to choose one)
Approve a Transfer proposal	Rule supply 'Transfer' from warehouse AUH	Click Approve	An internal transfer from AUH stock to DXB stock is created and confirmed, origin REPLENISH; the status shows its number. Rule without source warehouse: 'The rule names no warehouse to transfer from.'
Approve a Manufacture proposal	Rule supply 'Manufacture'	Click Approve	The proposal becomes Approved; no order is created here (handed to Manufacturing with the proposal as its reason). Check Manufacturing for the demand
Approve needs its own right	User can write in inventory but lacks inventory.replenish.approve	Approve a proposal	Refused: 'Approving a replenishment proposal needs a right you do not have.'
Dismiss	An open proposal	Click Dismiss	Proposal becomes Withdrawn; the audit trail records 'replenishment.dismissed'. A second Dismiss or Approve on it: 'Only an open proposal can be dismissed.' / 'That proposal is cancel.'
Stale screen on approve	Two users open the same proposal; the first approves; the second clicks Approve	Second user clicks Approve	Refused: 'That proposal is approved.' (or the edit-conflict message if the revision changed)
Pick-face refill	A pick-face rule: bin min 20, fill to 60, multiple 12, 15 in the bin, 500 in bulk	Run replenishment	One internal transfer (origin 'REFILL <code>') is created for 60 - 15 = 45 rounded up to 48 (capped by the 500 free in bulk), reserved or waiting; counted in 'pick-face refill(s)'. Running again while it is open makes no second one

Soft reservations

Action	When	What you do	What happens
Create a reservation	ATP after soft = 55 for P-100 in DXB	New reservation: P-100, DXB, quantity 25, customer, reference QT-1, hours 48	Row Active; Expires = now + 48 h; ATP after soft reservations drops to 30
Over-promise refused	ATP after soft = 55	Reserve 60	Refused: 'Only 55 of P-100 can still be promised.'
Expiry by itself	A reservation made for 1 hour, or an expiry in the past	Reload the list after the hour	State is expired and the quantity is available to promise again; 0 hours never expires
Release	An active reservation	Click 'Active - release'	State released; ATP after soft returns. A reservation that is not active: 'That reservation is released.'
Soft reservations and replenishment	Soft 25 on P-100	Run replenishment	The soft quantity is subtracted in the projected figure and listed in the pegging as 'Soft reservations'

Allocation & shortages

Action	When	What you do	What happens
Allocate by priority	Stock 10; delivery D1 (priority 1, needs 8), D2 (priority 5, needs 8), D3 (priority 5, needs 2), all waiting	Allocate: Highest priority	Order D2, D3, D1 (priority first, then promised date). D2 gets 8, D3 gets 2, D1 stays waiting: '2 ready, 1 waiting'
Allocate by promised date and first come	Same data with different promised dates and creation times	Allocate: Earliest promised date, then First come	The order table follows the chosen rule; ready / waiting counts change accordingly
Take stock back	A low-ranked delivery holds reserved stock and has no started picking task; a high-priority delivery is waiting	Tick the checkbox and Allocate	Unstarted deliveries are un-reserved and everything is re-served in rank order, so the high-priority one now becomes ready. Deliveries with a task in progress or done keep their stock
Shortage list	Delivery lines short of stock	Open the screen	Per product and warehouse: Short = demand - reserved (summed), On hand, Next supply date from the nearest open receipt, Deliveries (numbers), and Do = 'Expedite the incoming supply' or 'Replenish: nothing is on the way'. Empty text 'No delivery is short of stock.'

Kitting & repacking

Action	When	What you do	What happens
Define a kit	Stocked kit product and parts	Kit definitions: kit product, components GIFT-A x2, GIFT-B x1, Save	Definition saved (re-saving the same kit replaces its components, revision +1); listed under 'Defined:'
Assemble kits - value in equals value out	Kit KIT-GIFT = 2 x A (AVCO 10.00) + 1 x B (AVCO 6.00); stock A 100, B 100 at DXB/Stock	New conversion: Assemble a kit, KIT-GIFT, quantity 5	Consumes 10 A (100.00) and 5 B (30.00) = 130.00; produces 5 KIT-GIFT carrying 130.00 (26.00 each). Conversion number issued, value 130.00
Break a kit apart	5 KIT-GIFT in stock	New conversion: Break a kit apart, KIT-GIFT, quantity 2	Consumes 2 kits at their average cost and produces 4 A and 2 B; the value is shared in proportion to cost x quantity (4 x 10 = 40 : 2 x 6 = 12 of 52)
Repack with two outputs	Consume 1 reel (value 90.00); produce 20 x cable A (cost 3.00) and 10 x cable B (cost 3.00)	Repack with those lines	Total 90.00 shared by weight 60 : 30 = 60.00 and 30.00; the last output takes the remainder so nothing is lost to rounding
Refusals	Various	Try: not enough parts; tracked product; frozen location; location not internal; period closed	'Only 3 of P-100 at DXB/Stock.'; 'P-200 is tracked: convert it through a transfer that names its lots.'; 'DXB/Stock is frozen by count CNT-0007.'; 'Choose the internal location it happens at.'; closed-month refusal from the stock-period check
Retry safety	Press Convert twice quickly or resubmit after a timeout	Submit twice	Only one conversion exists (the dialog's request key makes a retry the same document)

Transfer through transit

Action	When	What you do	What happens
Create the two transfers	P-100 in DXB	From DXB, To AUH, line P-100 x 40, Create transfers	Message 'Shipped on <number>; received on <number> once it arrives.' Two internal transfers: DXB to Transit (reserved if stock) and Transit to AUH (waiting). Validate the first in Internal transfers; stock moves into Transit, keeps its value and still counts as company stock; validate the second to land it in AUH
Refusals	Same warehouse, no lines, service product	Submit each	'Choose two different warehouses.'; 'A transfer needs at least one line.'; 'Each line is a stocked product.'

Barcode lookup

Action	When	What you do	What happens
Plain product barcode	Product P-100 has barcode 6291041500213	Type the barcode, Look up	Shows Product 'P-100 - Cable 2m'; Print product label link appears. A packaging barcode shows the product (and the pack units)
GS1 string	GTIN of P-100	Type (01)06291041500213(10)L-2026-07(17)270131	Product, Lot (new) when the lot does not exist yet, plus GS1 elements such as expiry; an unreadable check digit is not parsed as GS1
Bin and handling unit	A bin barcode and a package SSCC	Look each up	Location shows the bin code; Package shows the LPN with 'Print package label'
Unknown code	Nothing matches	Look up 000000	'Nothing matches that code.'

Stock valuation

Action	When	What you do	What happens
Which method does the valuation use	Categories set to AVCO, FIFO and standard	Compare the Stock valuation menu page with Valuation (AVCO)	R031 values every product from its layers under its own category method; the legacy page shows a Standard cost column and a footer 'standard cost valuation'

Inventory valuation (R031) - AVCO

Action	When	What you do	What happens
Moving average worked through	New AVCO product with no stock	Receive 100 at 10.00, then 50 at 16.00, open R031	Quantity 150, value 1,800.00 (1,000 + 800), unit cost 12.00
Issue at the average	The 150 units at 12.00 above	Deliver 60, open R031; then deliver all remaining 90	After 60: value 720.00 leaves, 90 units worth 1,080.00 remain at 12.00. Delivering the last 90 takes exactly 1,080.00 (the held value, no rounding residue) and leaves 0 / 0.00
Warehouse filter	Stock in two warehouses	Filter Warehouse = DXB	Rows show DXB's units at the product's company-wide average cost (e.g. 40 units x 12.00 = 480.00); total_value is that sum. Without a filter the value is the layer total
Category and lot filters	Lots exist	Filter Category, then Lot	Only matching products or lot rows; Clear filters restores all. No data: 'No data for this report yet.'

GL reconciliation (R032)

Action	When	What you do	What happens
Reconciled and not reconciled	Valuation 125,000.00; Inventory account balance 125,000.00, then a manual journal of 500.00 debit to the inventory account	Open R032 before and after the journal	Before: Difference 0.00 - Reconciled. After: Valuation 125,000.00, Ledger 125,500.00, Difference -500.00 - Not reconciled

Inventory to ledger (as at a date)

Action	When	What you do	What happens
Explain the difference	Same manual journal; a layer written without a journal	Open the screen, set As at	Difference per date; table 1 lists journals on the stock account that no stock posting made (date, journal, source, memo, amount); table 2 lists layers with no journal; table 3 valuation by product. Empty tables say 'None.' Changing the date changes all figures

Count variances (R033)

Action	When	What you do	What happens
Variance arithmetic and period	Count line: system 20, counted 17	Open R033 and set From / To around the count date	variance = counted - system = -3.0000 (negative = shortage). Lines outside the dates are hidden

Inventory aging (R034)

Action	When	What you do	What happens
Age buckets	Product last received 45 days ago, value 2,400.00; another 100 days ago, value 800.00	Open R034	age_days 45 goes to bucket 31-60 and 100 to 90+. Age is days since the LAST inbound movement of the product, not per lot. Zero or negative stock is left out

Replenishment proposals (R035)

Action	When	What you do	What happens
Report arithmetic	Rule min 50 / max 120; free stock (on hand - reserved) 30, open receipts 10	Open R035	Projected = 30 + 10 = 40, below 50, so the row shows propose = 120 - 40 = 80. It ignores safety stock, order multiples, demand and soft reservations, so it can differ from the Replenishment screen (96 in the example above)

Lot / serial trace (R036)

Action	When	What you do	What happens
Movement history	Lot L-2026-07 received, transferred and delivered	Filter Lot = L-2026-07	One row per movement with lot, serial, product, expiry, date, picking, from, to, quantity. Only done movements of positive quantity

Warehouse productivity

Action	When	What you do	What happens
Minutes per task	Person A completed 2 pick tasks of 6 and 10 minutes with 1 scan error in total	Open the screen, set the dates	Row for A / pick: Tasks 2, Minutes / task (6 + 10) / 2 = 8.0, Scan errors 1, Units = sum of done quantities, Lines = distinct move lines. Only completed tasks count; a task without start or finish time is not in the minutes average

Expiry

Action	When	What you do	What happens
Expiry list	Lots expiring in 20 days, 80 days and one already expired	Open with 60 days, then 0	60: expired lot (Days left shows Expired) and the 20-day lot, nearest first. 0: only the expired one. Only internal locations with quantity over 0

Consignment consumption

Action	When	What you do	What happens
What was consumed	A transfer of 10 units from a supplier-owned location into company stock, move cost 4.50	Open the screen	Row with date, supplier (owner), product, transfer number, quantity 10, unit cost 4.50, value 45.00

Inventory 360

Action	When	What you do	What happens
Product 360	Product in two warehouses with a rule and some history	Pick the product	Facts incl. On hand, Value, Average cost (value / quantity), ABC class, Turns and Days of cover; By warehouse table (same ATP as the ATP screen), Where it is (location, lot, serial, expiry, status, owner), Rules, last 20 movements
Print label	A product is picked	Click Print label and the ZPL link	A printable Code 128 label page; the ZPL link downloads a .zpl file for a Zebra-type printer

Lot / serial 360

Action	When	What you do	What happens
Lot 360	A lot that was delivered and partly returned	Look up by Lot and pick it	Facts (on hand, reserved, available, value, unit cost, first received, supplier, expiry, best before, retest), Where it is, Reserved for, Customers it went to, Returns, Quality and recalls, Movements and Serials in this lot
Serial 360 and production links	A serial made by a manufacturing order	Look up by Serial	Shows its lot, condition, 'Made from' components and 'Went into' sections where they exist

Stock events

Action	When	What you do	What happens
Publish and read in sequence	Several postings made since the last publish	Click Publish waiting events	'N event(s) published.' Events get numbers 1, 2, 3 without gaps in the order of publishing; 'waiting' disappears; the Readers table shows each reader's last sequence, Behind and last acknowledgement
Event content	A posted receipt	Click the event row	JSON with type inventory.receipt_posted.v1, subject reference, currency AED and lines (product, lot, quantity, value). A return points back at the original event

Exception centre

Action	When	What you do	What happens
What is listed	One of each: negative stock, expired-but-available lot, recall open, late transfer, blocked task, recount waiting, overdue proposal, stale landed estimate, held stock, reconciliation difference	Open the screen	Sorted High, Medium, Low. High: retest overdue, negative stock, expired lot still available, open recall, reconciliation difference. Medium: late transfer, blocked task, recount, proposal needed but not approved, retest within 7 days. Low: stale estimate over 30 days, held stock lines. Empty: 'Nothing needs attention.'

Turnover & fill rate

Action	When	What you do	What happens
Turnover worked through	Product: cost of goods issued in the last 365 days 120,000.00; stock value at the start 40,000.00 and now 60,000.00	Open the Turnover tab	Average value = (40,000 + 60,000) / 2 = 50,000.00; Turns = 120,000 / 50,000 = 2.40; Days of cover = 365 / 2.40 = 152.1. No average value: Turns blank
Slow and dead stock	Products last moved 40, 100 and 200 days ago, threshold 90	Open the Slow tab with 90, then 60	90: the 100-day product is Slow, the 200-day (and never-moved) product is Dead (idle at least 2 x 90), the 40-day product is not listed. 60: the 100-day one is still Slow (under 120), 40-day not listed
Fill rate worked through	Last 90 days: 20 deliveries done, 17 shipped complete first time, 18 on or before the scheduled date, 2 left a backorder; 60 lines, 54 in full	Open the Fill rate tab	Order fill 85.0 %, Line fill 90.0 %, On time 90.0 %, Backordered 10.0 %. Cancelled deliveries and backorder children are left out

Products (list)

Action	When	What you do	What happens
Open Inventory > Products	A few products incl. one service and one archived	1. Open Inventory > Products. 2. Note the filter. 3. Clear Status filter.	Only active products at first; On hand shows for goods and a dash for the service; clearing the filter shows the archived one
On hand matches Stock on hand	Product with 40 on hand	1. Open Inventory > Operations > Stock on hand and note the quantity. 2. Open Inventory > Products and compare.	Same quantity in both lists

Product record

Action	When	What you do	What happens
Adjust stock and View moves buttons	A goods product; user with stock.adjust	1. Open the product. 2. Click View moves. 3. Go back, click Adjust stock.	Movement history opens with the code searched; Stock on hand opens with the code searched; nothing is changed by the click
Stock buttons absent for a service	A service product	Open the service product.	Adjust stock and View moves are not offered; Inventory tab is not shown

Stock and price history panel

Action	When	What you do	What happens
Available figure	Product: on hand 40, reserved 10, incoming 20	Open the history panel from a sales line.	Available = 40 - 10 = 30 for the warehouse; Incoming 20 is shown separately and not added

Warehouses

Action	When	What you do	What happens
Create the first warehouse	A company with no warehouse	1. New warehouse. 2. Code DXB1, name 'Dubai Main'. 3. Create.	Warehouse listed as Default; locations DXB1/STOCK, DXB1/IN and DXB1/OUT exist named 'Dubai Main - Stock / Input / Output'; Lifecycle Active (or Draft when review is on)
Second warehouse and default switch	One default warehouse exists	1. Create DXB2 and tick Ships orders that name no warehouse. 2. Save. 3. Look at the list.	DXB2 is the only Default; DXB1 shows a dash
Duplicate and bad code	DXB1 exists	Create code DXB1; then code 'A'; then a 17-character code.	'A warehouse with this code already exists.'; 'Use 2–30 letters, digits, underscores or hyphens.'; the 17-character code is refused or fails on save
Rename renames locations	DXB1 named 'Dubai Main'	Open DXB1, change name to 'Dubai Central', Save. Open Locations & bins.	Locations show 'Dubai Central - Stock / Input / Output'; a bin you named by hand is unchanged; code field is disabled
Edit conflict	Two sessions on the same warehouse	Session A saves a new name. Session B (opened earlier) saves another.	B is refused 'This record changed. Reload it before saving.'

Warehouse lifecycle bar

Action	When	What you do	What happens
Review flow when master review is on	Stock policy: New warehouses start as drafts	Create warehouse. Try to receive into it. Then Mark reviewed, Activate, retry.	Created as Draft; a receipt is refused 'Warehouse <code> is draft: activate it before stock moves through it.'; works after Activate
Archive refused with stock or open transfers	Warehouse holding 10 units	Click Archive and give a reason.	Refused '<code> still holds or reserves stock: move it out first.'; with stock gone but a draft transfer open: '<n> open transfer(s) still use <code>.'
Archive and reactivate empty warehouse	Empty warehouse, no open transfers	Archive with reason 'Lease ended'; then Reactivate.	Lifecycle Archived then Active; audit trail shows both with the reason

Locations & bins

Action	When	What you do	What happens
Create a bin	Warehouse DXB1 with zone BULK	New bin: code A-01-01, name 'Aisle A shelf 1', zone BULK, capacity 500, walk order 10. Save.	Bin appears under DXB1/STOCK with those values; Role shows Bin
Bin barcode unique	A bin with barcode LOC-1	Give another bin the barcode LOC-1.	'Another location already has this barcode.'
Parent loop refused	Bin A inside B	Open B and set Inside = A (API or screen).	'A location cannot sit inside itself or one of its own children.'
Blocked bin never used	Two bins; one Blocked; putaway rule pointing to both	Receive 5 units.	Putaway suggests the open bin; the blocked bin is never picked from or put into
Capacity limit in putaway	Bin capacity 100 holding 90; a second bin with room	Receive 20 units with a First-bin-with-room rule.	90 + 20 = 110 is above 100, so the first bin is skipped and the second is suggested
Mixed lots off	Bin with 'Allow mixed lots' off holding lot L1	Put lot L2 of the same product with a zone rule.	The bin is skipped for L2; another bin is chosen
Status quarantine location	Bin with Stock here is = Quarantine	Move 5 units there; try to reserve for a sale.	Stock in it is held: not available to reserve or sell; shows under Held stock
Consignment owner required	-	Set Whose stock = A supplier's with no Owner.	Owner field is required; by API 'Say whose stock it is.'

Locations lifecycle bar

Action	When	What you do	What happens
Delete only untouched location	A new empty bin and a bin with history	Delete the new bin; then try the used one; then try DXB1/STOCK.	New bin deleted; used bin 'Stock has used <code> (or it has locations under it): archive it instead.'; the warehouse's own: '... archive the warehouse instead.'

Zones

Action	When	What you do	What happens
Create a zone and use it on a bin	Warehouse exists	New zone code COLD kind Cold storage priority 10; open a bin and choose it.	Zone listed; bin accepts it; a zone of another warehouse is refused 'Choose a zone of the location's warehouse.'
Duplicate zone code	Zone COLD in DXB1	Create COLD again in DXB1, then in DXB2.	First refused 'That warehouse already has a zone with this code.'; second allowed

Routes & operations

Action	When	What you do	What happens
Two-step receiving	Warehouse on 1 step	Choose Receive in 2 steps. Create a receipt for 10 units and validate it.	Receipt lands in Input; a second transfer 'Put away' is raised Input > Stock with the 10 units; stock reaches Stock only when it is done
Three-step receiving with quality	Warehouse on 1 step	Choose Receive in 3 steps; receive 10 units.	Chain Input > Quality > Stock; a Quality location is created if missing; stock held in a non-available location is not forwarded
Two- and three-step shipping	Warehouse on 1 step	Choose Ship in 3 steps; confirm a delivery for 5 units.	Pick (Stock > Packing zone), Pack (Packing zone > Output) and Delivery (Output > customer) are raised and linked; delivery waits until pack is done
Change steps with documents in flight	Receipt released on 1-step route, then switch to 2 steps	Validate the old receipt after the switch.	It finishes on the route it started on (route version kept); new receipts follow the new route
Operation settings	-	Tick Work through tasks on Pick; tick Must be packed on Delivery; set Remainder to Cancel on Delivery.	Picks raise warehouse tasks; delivery cannot finish with unpacked items; short delivery leaves no backorder

Putaway rules

Action	When	What you do	What happens
Fixed bin rule	Bin A-01-01; product P	New rule: product P, Fixed bin, bin A-01-01, priority 10. Receive 5 of P.	Suggestion is A-01-01
Priority order	Two rules: priority 10 (fixed bin full) and priority 50 (zone, room)	Receive 5 units.	Lower number tried first; as its bin does not fit, the priority-50 rule's bin is used
Next to the same product	Zone Z with bins; product P already in bin 2	Rule: Next to the same product, zone Z. Receive P.	Bin 2 is suggested if it fits, then other bins in walk order
Rule validation	-	Fixed rule with a bin of another warehouse; zone rule with no zone.	'A fixed bin must be an internal location of this warehouse.'; 'Choose a zone of this warehouse.'

Docks & staging

Action	When	What you do	What happens
Book a dock window	Dock D1 open; two draft transfers	Book transfer 1 on D1 10:00-11:00; book transfer 2 on D1 10:30-11:30.	Second is refused (one dock holds one open transfer at a time); D1 shows occupied during the window
Closed dock refused	Dock D2 status Closed	Book a transfer on D2.	'Dock D2 is closed.'

Shelf-life rules

Action	When	What you do	What happens
Minimum days left blocks shipping	Product rule 90 days; lot expiring in 60 days	Deliver that lot.	The lot is not offered or is refused as it has only 60 of the 90 days; a lot with 120 days passes
Percentage of life	Rule 50 %; lot made 2026-01-01, expiry 2026-12-31 (364 days); today 2026-09-01 (121 days left)	Check the lot against the rule.	121 / 364 = 33 %, below 50 %, so it fails; with 200 days left (55 %) it passes. Lot with no manufacture date is judged on days only
Most specific rule wins	Rules: product 30 d, category 90 d, country 180 d	Ship that product to a customer in that country.	The product rule (30 days) is used: order is product, category, customer, group, country
Validation	-	Save with 0 days and 0 %; country 'SAU'; group with no members.	'Give the days or the percentage of life that must remain.'; 'Give the two-letter country code.'; 'List the group's customers, or choose a market.'

Count policy & ABC

Action	When	What you do	What happens
Classify ABC	Five goods products with issues over the last 365 days of 5,000 / 3,000 / 1,000 / 500 / 500 AED (total 10,000)	Click Classify ABC.	Shares 50, 30, 10, 5, 5 %. First two are A (running total below 80 before each), next two B (below 95), the last C; message 'Classified: A 2, B 2, C 1.' A product that never moved is C
Counts due by class interval	Class A every 30 days; product counted 40 days ago; another 10 days ago	Open Counts due.	The 40-day product is listed (40 >= 30); the 10-day product is not. A never-counted product with stock is listed with Last counted 'Never'
Edit a policy row	-	Set Class B Every to 60, tick Blind, Recount above 5, Freeze the location.	Saved with no page reload; a stale second session is refused; Every 0 is refused
Count this class	Two warehouses	Click Count this class for A.	A count is started for the stock location of the first warehouse only; message points to Cycle counts

Stock periods

Action	When	What you do	What happens
Soft close a month	Current month open	Click Soft close on the current month; post a receipt as a normal user; then as a user with the override right.	Normal user refused '<Month Year> is soft-closed. Only somebody who may post into a closing month can.'; override user posts
Hard close needs a clean reconciliation	Last month ended; Difference 0.00	Click Hard close on last month.	Status Hard-closed; valuation and account balance are frozen on the row; every earlier month also becomes Hard-closed
Hard close refused on a difference or an unfinished month	(a) Difference 100.00; (b) current month	Click Hard close on each.	(a) 'Stock valuation ... and the inventory account ... differ by 100.00 at <date>. Reconcile before hard-closing.'; (b) 'A month is hard-closed only once it has ended.'
Posting into a hard-closed month	Last month Hard-closed	Post a receipt dated in last month, even as an administrator.	'<Month Year> is closed for stock. Post it in an open month.'
Reopen order	Two months hard-closed (Aug, Sep)	Reopen Aug first; then Sep; then Aug.	Aug refused 'Reopen 2026-09 first: a later month is hard-closed.'; Sep reopens; then Aug reopens

Lots

Action	When	What you do	What happens
Create a lot with expiry	Lot-tracked product with expiry management	New lot LOT-2026-001, expiry 2027-03-31.	Lot listed In use with that expiry; Open 360 link works
Lot rules	Product tracking expiry; a service	Create a lot with no expiry; a repeat number; a lot for the service; change the product on an existing lot.	'This product requires an expiry date on every lot.'; 'This lot or serial already exists for the product.'; 'Only stocked goods carry lots or serials.'; 'A lot cannot be moved to another product.'
Dates default from the shelf-life policy	Product shelf life 365 days; receipt gives manufacture date only	Create lot with manufacture date 2026-01-10.	Best-before / removal / expiry are filled from the product's policy and follow the required order
Retest date blocks delivery	Lot with Retest by 2026-08-01; delivery scheduled 2026-09-01	Validate a delivery of that lot.	'Lot <name> was due for retest on 2026-08-01. Record the retest first.'
Status and retire	Lot with stock	Set Stock status to Quarantine; later Retired.	Stock of a quarantined lot is not available; a retired lot is no longer offered on new documents

Serial numbers

Action	When	What you do	What happens
Create serials	Serial-tracked product	New serial SN-0001, condition New, warranty end 2028-01-31; repeat SN-0001 for another product.	First saved; second 'This serial number already exists in the company.' (unique across the company)
Parent lot required	Product tracked by lot and serial	Create a serial with no parent lot; then with another product's lot.	'This product requires a parent lot for every serial.'; 'Choose a lot belonging to the same product.'
Warranty order	-	Set warranty start 2027-01-01 and end 2026-01-01 (API).	'Warranty end cannot precede warranty start.'

Reorder & pick-face rules

Action	When	What you do	What happens
Create a replenish rule	Product, warehouse	New rule: min 10, max 50, safety 5, multiple 12, lead 7, supply Buy, supplier S.	Rule listed; saving the same product / warehouse again updates the same rule (no duplicate)
Maximum below minimum	-	Min 20, Max 10.	'Maximum must not be below minimum.'
Transfer supply needs another warehouse	Two warehouses	Supply by Transfer with the same warehouse, then DXB2.	'Choose another warehouse to transfer from.'; DXB2 accepted
Pick-face rule	Bins A-01-01 (pick) and BULK-01	Kind Pick face, bin A-01-01, refill from BULK-01.	Saved; same bin for both, or a bin of another warehouse, is refused 'A pick face needs its bin and the bulk location it refills from, both in this warehouse.'

Drop-ship routes

Action	When	What you do	What happens
Create a route and sell drop-ship	Drop shipments switch on; supplier S	New route for product P shipped by S, lead 5. Confirm a sale of P.	A drop shipment is raised (supplier ships to customer) instead of a warehouse delivery; a second route for P is refused
Inactive route	Route exists	Untick Active and confirm a sale.	The sale is delivered from stock as usual

Webhooks

Action	When	What you do	What happens
Create and see the secret once	Right inventory.events.manage; a reachable https test receiver	New webhook with address, tick two events, Create.	Signing secret shown once with 'copy it now'; reopening never shows it again
Address checks	-	Use http://x.example, https://user:pw@x.example, https://192.168.1.5, a non-resolving host.	'Webhooks are sent over https.'; 'Put credentials in the signature secret, not the address.'; 'That address is on a private network.'; 'That address does not resolve.'
Delivery and signature	Webhook on receipt_posted	Validate a receipt; check the receiver.	One POST per event, in order; headers X-A2N-Event-Id, X-A2N-Timestamp, X-A2N-Signature = sha256 HMAC of '<timestamp>.<body>' with the secret; a repeat shows the same event id
Failure back-off and auto-pause	Receiver returns 500	Validate receipts and watch the webhook.	Failures count up; wait grows 30 s, 60 s, 120 s... capped at 3,600 s; after 10 failures the status becomes Paused. Resume resets the failures and waiting time
Send test, send now, send again	Active webhook	Click Send test; Send now; Send again from sequence 0; sequence -1.	Test sends a ping (type inventory.ping.v1) without moving the cursor; Send now delivers pending; from 0 resends everything; -1 'That sequence has not been published.'
Rotate the secret	Webhook exists	Click New signing secret.	A new secret is shown once; the old secret no longer verifies new deliveries
Delete	Webhook with delivery history	Delete it.	The webhook, its delivery history and its cursor are removed; a webhook of the same name can be created again

Intercompany links

Action	When	What you do	What happens
Link two companies both ways	User is a member of both companies with the intercompany right in both; a partner standing for each company	Link company B: our customer for it = B-partner, its supplier for us = A-partner, Cost plus markup 8.5, goods on the way belong to the buyer.	A link row appears in both companies at once with the same pricing; a transfer priced from A at cost 100.00 sells at 100.00 x 1.085 = 108.50
Linking refused without rights	User is not a member of the other company, or lacks the right there	Link that company.	'You do not belong to that company, so you cannot link companies.' or 'You need the intercompany right in <code> to link companies.'

Stock policy

Action	When	What you do	What happens
Negative stock: block	Policy Block; product with 3 on hand	Deliver 5.	Refused: stock would go below zero
Negative stock: warn	Policy Warn	Deliver 5 of 3 on hand.	Allowed with the warning '<code> is now below zero.'; on hand shows -2
Negative stock: approval	Policy Approval; user without stock.negative.approve and one with it	Deliver 5 of 3 on hand as each.	First: '<code> would go below zero. Somebody with the right to approve negative stock has to confirm it.'; second can confirm and it posts '<code> taken below zero with approval.'
Rule precedence	Company default Block; warehouse rule Warn; category rule Allow; product rule Block	Deliver more than on hand for a product in that category and warehouse.	Product rule wins (Block). Remove it and the category rule (Allow) wins; remove that and the warehouse rule (Warn) wins; then the company default
Tracked and FIFO stock never go negative	Policy Allow; a lot-tracked product; a FIFO-costed product	Deliver more than on hand of each.	Both refused whatever the policy says
One rule per target	A rule for product P	Create a second active rule for P.	'That target already has a rule. Change it instead.'; an inactive second rule is allowed
Approval threshold for adjustments	Threshold 5,000.00	Raise an adjustment worth 4,000.00 and another worth 6,000.00.	4,000.00 posts without an approver; 6,000.00 waits for approval
Backdate policy	Today 2 Oct; policy Needs the backdating right	Post a movement dated 1 Oct as a user without and with stock.backdate; then set Is refused.	Without the right: 'A stock movement dated before today needs the backdating right.'; with it: posts and is audited; Refused: 'Stock movements cannot be dated before today in this company.'
Over-receipt tolerance	Tolerance 5 %; order of 100	Receive 105 then 106.	105 allowed (100 x 1.05); 106 refused
Defaults validation	-	Save approval value -1, over-receipt 101, GS1 prefix 'ABC12', empty transit account.	'The approval threshold cannot be negative.'; 'The over-receipt tolerance is 0 to 100 percent.'; 'A GS1 company prefix is 6 to 12 digits.'; 'Give the goods-in-transit account code.'

Units & packaging

Action	When	What you do	What happens
Packaging conversion	Product in Piece	New packaging Carton, holds 12. Receive 5 Carton.	60 pieces are booked (5 x 12); a unit of the same family (for example Dozen) converts by its ratio without packaging
Changed factor supersedes	Carton = 12	Save Carton again with holds 24.	Old row becomes Superseded (shown with Show superseded); new row Current = 24; old documents keep 12; saving the same factor and barcode again changes nothing
Packaging validation and retire	-	Unit name equal to the product's unit; factor 0; then Retire a current row.	'<unit> is already the product's own unit.'; 'Enter a positive value.'; retired row becomes Superseded and cannot be used on new moves ('<name> is not a unit <code> can be moved in...')

Inventory features

Action	When	What you do	What happens
Turn a switch off	Administrator	Applications > Inventory > Features: turn Cross-docking off, save. Open Inventory menu; try to create a cross-dock rule by API.	Cross-docking menu disappears; existing records still readable; the change is refused 'Cross-docking is disabled for this company.'
Drop shipments off hides routes	Switch on with routes	Turn Drop shipments off.	Drop shipments, Drop-ship returns and Drop-ship routes menus go; sales no longer raise drop shipments for new entries

Inventory fields

Action	When	What you do	What happens
Hide and require fields	Administrator	Set Retest by (lot) Required; edit a lot without a date. Set Serial warranty end Hidden; create a serial with a date by API.	'Retest by is required.'; 'Serial warranty end is turned off.'
Hide Source document	Administrator	Set Source document Hidden; create a transfer with an origin by API.	Refused 'Source document is turned off for this company.'; the transfer form no longer shows the field

Updated 3 October 2026