📖 Inventory
In a CRM or integrated business system, Inventory refers to the management and tracking of:
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📦 Physical stock of products
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🧴 Consumable supplies
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📃 Service items (like dry-cleaning tags, packaging material, etc.)
It ensures you always know:
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📊 What products you have in stock
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📈 How much quantity is available
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📉 When to reorder
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📑 Which products are reserved for pending orders
Though CRM systems are mainly for customer management, when integrated with Inventory modules (like in a POS or ERP), they help you:
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Link product availability to customer orders
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Manage stock levels based on sales activity
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Automate stock deduction on sales and stock addition on purchase
📖 Inventory Adjustment
Inventory Adjustment is the process of manually correcting or updating the stock quantity of items in your inventory records to match the actual physical stock available.
This is necessary when:
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📦 Physical stock count differs from system records
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📃 Items are damaged, lost, or expired
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🎁 Promotional or free stock is given away
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🔁 Stock is transferred between stores without a sales transaction
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📦 Incorrect entries were made during purchases or sales
Inventory Adjustments ensure your system’s stock balance is accurate and reflects your real on-hand stock.
📑 How Inventory Adjustment Works
1️⃣ Identify Discrepancy
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During stock count or issue reporting
2️⃣ Open Inventory Adjustment Module
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Select item, quantity, adjustment type, reason
3️⃣ Update Stock Quantity
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Increase or decrease stock as per adjustment
4️⃣ Save and Approve
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Authorized staff or admin approves adjustment
5️⃣ Generate Adjustment Report
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For audit and management records
📖 Stock Transfer
A Stock Transfer is the official process of moving stock from one store, branch, or warehouse to another within the same company — without selling it to a customer.
It helps keep:
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📦 Inventory balanced between multiple locations
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📊 Stock availability in high-demand stores
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📃 Accurate inventory records for each location
No sales transaction occurs during a stock transfer. It’s purely an internal movement, but it’s essential to record it properly for inventory accuracy and audits.
📑 When Is Stock Transfer Used?
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📦 Move extra stock from one store to a branch running low
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🏬 Transfer products from central warehouse to retail outlets
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📃 Send supplies (like tags, packaging, cleaning materials) to laundry outlets
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📝 Relocate seasonal or fast-moving stock between locations
📑 How Stock Transfer Works
1️⃣ Create Stock Transfer Request
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Choose products, quantity, and from/to store locations
2️⃣ Confirm and Approve Transfer
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Management verifies and authorizes movement
3️⃣ Dispatch from Source Store
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Quantity deducted from source store’s inventory
4️⃣ Receive at Destination Store
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Quantity added to destination store’s inventory
5️⃣ Generate Stock Transfer Report
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For daily, monthly stock movement tracking
📖 Item Request
An Item Request is a formal request made by a store, branch, or department within a business to request stock items from the central warehouse, head office, or another branch.
It’s a way for branches or staff to officially ask for more stock when their inventory is running low or when preparing for high-demand periods.
Note: No physical stock movement happens during an Item Request. It’s just a request — the actual stock movement happens later via a Stock Transfer or Purchase Order.
📑 When Is an Item Request Used?
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📦 When a branch is running low on a particular item
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📝 When stock needs replenishment after sales
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🛒 When preparing for a bulk customer order
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🎁 When promotional or special stock is needed
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📊 When consumables (like tags, bags, or detergent) are about to finish
📑 How Item Request Works
1️⃣ Branch or Department Creates an Item Request
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Select items, quantity, and to/from locations
2️⃣ Management or Warehouse Reviews Request
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Checks available stock and need
3️⃣ Approve or Reject Request
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Approved request moves to stock transfer stage
4️⃣ Generate Stock Transfer (if approved)
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Physical stock is dispatched to requesting location
5️⃣ Update Records and Reports
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Track pending, approved, and fulfilled requests