7. Inventory Management

The inventory module tracks your clients' stock with automatic journal entries. Every stock movement automatically creates the correct accounting entry.

Setting Up Inventory Items

Option A — From Template (Recommended):

1. Go to the Inventory tab → tap Setup from Template
2. Select language and business type (e.g. Trade, Agriculture, Manufacturing)
3. Tap a category to expand and see item names
4. For each category, select accounts: Inventory Account (required), COGS Account (required), Revenue Account (optional)
5. Tap Create from Template — all items are created at once

Option B — Add Individual Item:

1. Tap Add Item
2. Enter item name, SKU, unit, category, costing method
3. Set the 3 accounts (Inventory, COGS, Revenue)
4. Set minimum stock level for low-stock alerts (optional)
5. Tap Create

Viewing an Item's Stock Card

Tap any inventory item to open its detail screen. You will see:

• Current stock, average cost, and total stock value
• A Stock Card table — complete movement history with date, type, quantity in/out, unit cost, running balance, and running total value

Recording Inventory Transactions

Every inventory transaction automatically creates both a stock movement AND a journal entry.

1. Tap Record Movement
2. Select the movement type:

Type	When to use	Journal entry created
Purchase In	Buy goods from supplier	Debit Inventory / Credit Cash or AP
Sale Out	Sell goods to customer	Debit COGS / Credit Inventory + Revenue entry
Return In	Customer returns goods	Debit Inventory / Credit COGS
Return Out	Return goods to supplier	Debit COGS / Credit Inventory
Adjustment In	Found extra stock	Debit Inventory / Credit Adjustment
Adjustment Out	Damaged / lost stock	Debit COGS / Credit Inventory

3. Select the inventory item
4. Enter: Date, Quantity, Purchase Price (incoming) or Unit Cost (outgoing)
5. Selling Price (Sale only, optional) — creates revenue line item and shows gross profit
6. Payment Account (optional) — Cash or Accounts Payable/Receivable
7. Add notes (optional)
8. Tap Record & Create Journal

Important: Always set the Selling Price for sales if you want to record revenue. Without it, only the COGS entry is created.

Stock Opname (Physical Count)

1. Open an inventory item → tap Stock Opname
2. You will see the current system stock for reference
3. Enter the Physical Count — what you actually counted
4. The app shows the difference: green = surplus, red = shortage
5. Select an Adjustment Account (optional)
6. Add notes
7. Tap Submit Opname

If physical count = system stock → marked as Matched. If different → an Adjustment movement + journal entry is created automatically.

Editing Inventory Items

Tap the pencil icon on any item row to edit.

Note: Items created from templates (shown with a 🔲 badge) cannot be deleted — only edited.