Print Dash — Inventory Module User Guide

Audience: Warehouse staff, inventory clerks, production managers (manager panel)
Version: 1.0.0 · Date: 2026-05-31
Language: English — العربية

1. Overview

The Inventory area is where your shop defines what you stock (items), where it is stored (warehouses), and how quantities change over time.

Typical tasks:

• Set up categories and items
• Record stock additions and disbursements (adjustments)
• Move stock between warehouses (transfers)
• Review on-hand quantity and history on each item

Stock changes are tracked in layers (FIFO) so costs stay traceable. After you click Process on an adjustment or transfer, quantities usually update within a short time once background processing finishes.

2. Categories

Open Inventory → Categories.

• Categories are organized in a tree (parent/child), similar to a folder structure.
• Use the category editor to add, rename, or reorganize nodes.
• For roll materials, managers may configure allowed roll units on a category so items under that category use consistent units.

Tip: Create categories before items so new items can be classified correctly from the start.

3. Items

Open Inventory → Items.

Creating an item

1. Click Create.
2. Fill in name, code/SKU, category, and unit of measure.
3. Set sale price if used on sales documents.
4. Optionally enable minimum quantity tracking for low-stock alerts on the dashboard.
5. Save.

After save

• Open the item’s view page to see stock by warehouse, stock movements, and active FIFO layers (see section 5).

4. Warehouses

Open Inventory → Warehouses.

Each warehouse has a type, for example:

Choose the type that matches how your shop uses the location. Transfers and adjustments always specify one warehouse (adjustments) or from / to warehouses (transfers).

5. Viewing stock on an item

Open an Item → View.

Use movements to answer “what happened?” Use layers to answer “what cost layers are still available?”

6. Stock adjustments

Open Inventory → Stock Adjustments.

Adjustments correct or record stock in one warehouse at a time.

Types

Workflow

1. Create a stock adjustment.
2. Choose warehouse, adjustment date, type (Addition or Disbursement), and optional reason/notes.
3. Add line items: pick item, quantity, and unit cost (especially important for additions).
4. Save — status is Pending.
5. Open the record and click Process when lines are correct.
6. Status becomes Processed. Stock quantities update shortly after (background job).
7. You may receive an in-app notification when processing is queued or complete.

Important

• Disbursement cannot remove more than available FIFO layers allow.
• You cannot process the same adjustment twice.
• If quantities do not change, ask an administrator whether the queue worker is running.

7. Warehouse transfers

Open Inventory → Transfers.

Moves stock from one warehouse to another.

Workflow

1. Create a transfer (Draft).
2. Set transfer date, from warehouse, to warehouse, and notes.
3. Add line items (item + quantity).
4. Save and open the transfer view.
5. Click Process when ready to complete the move.
6. Status becomes Received (processed). Stock is deducted from the source and added to the destination via FIFO rules.
7. Wait for background processing if balances do not update immediately.

Status labels you may see

8. Dashboard widgets (managers)

If your role includes the customized dashboard, you may see inventory widgets such as:

For printable or detailed analysis, use Reports (separate menu), for example Stock valuation or Movement ledger — those reports read the same FIFO stock data.

9. Quick reference

10. Glossary