You can use the Inventory Management System to maintain a product catalog, record stock increases and decreases, find low-stock products, and review stock movement history.
Overview
The Inventory Management System organizes inventory around products and stock movements. A Product holds the current catalog and stock information. A StockMovement records one change to the stock of one product, including its quantity, direction, reason, notes, and movement date.
For example, when 10 units of Iphone arrive from a supplier, record a stock movement with quantity 10, direction IN, and reason Purchase. The product's current stock then reflects the added units, and the movement is available in the Stock Movement view.
Inventory structure
= Core records
| Record | Purpose | Example |
|---|---|---|
| Product | The central inventory item. It stores the product name, description, current stock, minimum stock level, SKU, unit price, category, optional subcategory, and supplier. | macbook neo, SKU laptop-101, unit price 2,000
|
| Category | A high-level product grouping. | Toys, Laptop, or Phones |
| SubCategory | An optional, more specific grouping within a category. | Boys Toys or Apple |
| Supplier | The company associated with the product supply. | Jumia or toysareUS |
| StockMovement | A record of a stock change for one product. | 5 units OUT for a sale |
= Relationships
- Each product belongs to one category. A category can contain zero or many products.
- A product can have zero or one subcategory.
- A product can have many stock movements. Each stock movement belongs to one product.
Use a category for the main classification and use a subcategory only when you need a further division. For example, classify F1 car in the Toys category and the Boys Toys subcategory.
= Stock movement direction and reason
A stock movement has a direction and a reason. The direction tells you whether stock is added or removed; the reason describes the business context.
| Field | Available values | Use | Example |
|---|---|---|---|
| Direction | IN, OUT
|
Indicates whether the movement increases or decreases stock. | A delivery of 20 items is IN; a sale of 2 items is OUT.
|
| Reason | Sale, Purchase, Adjustment
|
Explains why the movement occurred. | A supplier delivery uses Purchase; a correction after a count uses Adjustment.
|
Dashboard
The Dashboard is the landing view. It provides a summary of the catalog and recent inventory activity, with tabs for Dashboard, Products, and Stock Movement.
= Summary cards
The Dashboard displays four summary values:
| Card | Meaning | Example |
|---|---|---|
| Total Products | Number of registered products in the catalog. | 7 |
| Inventory Value | The displayed total monetary value of stock. | 8,296,060 |
| Low Stock Warnings | Number of products below their minimum stock level. | 3 |
| Total Stock Movement | Number of recorded stock movements. | 30 |
= Low Stock Products
The Low Stock Products panel lists products that need attention. It shows:
- Name — the product name, such as Hat or F1 car.
- Current Stock — the quantity currently available.
Review this panel before ordering stock. For example, if Hat has current stock 2 and its minimum stock level is 5, it appears as a low-stock product.
= Recent Stock Changes
The Recent Stock Changes panel shows recent movement records with:
- Product
- Quantity
- Stock Movement —
INorOUT - Date — displayed as
DD/MM/YYYY
Use this panel to check the latest activity. For example, a row showing Iphone, 10, IN, and 07/08/2026 indicates an incoming stock change on that date.
Manage products
Open the Products tab to search the catalog, add products, maintain categories and suppliers, and identify products below their minimum stock level.
= Find products
Use the controls at the top of the Products view:
- Enter text in the Filter Input to filter products by name or descriptive text.
- Use the Stock Status drop-down, which defaults to ALL, to limit the displayed products by stock status.
- Review the matching rows in the product directory.
For example, enter macbook to find products whose name or descriptive text contains that value.
= Add catalog structure
The Products view provides these structure-management actions:
- + ADD SUPPLIER
- + ADD CATEGORY
- + ADD SUB CATEGORY
Create the structure needed for a product before assigning it. For example, add the Phones category, add the Apple subcategory when needed, and add Jumia as the supplier.
= Add a product
- In the Products view, select Add New Product.
- Enter the product information required by the product record.
- Set the current stock and minimum stock level used for low-stock monitoring.
- Assign its category and, where applicable, its subcategory and supplier.
- Save the product using the form's save action.
A product directory row can show values such as F1 car, description Marvel Toy, current stock, minimum stock level, SKU toy-103, unit price 30, category Toys, subcategory Boys Toys, and supplier toysareUS.
= Product directory columns
| Column | Description |
|---|---|
| Name | Product title. |
| Description | Product detail, such as latest macbook or Marvel Toy. |
| Current Stock | Current quantity recorded for the product. |
| Min Stock Level | Minimum quantity used to identify low stock. |
| SKU | Product identifier, such as toy-103.
|
| Unit Price | Price recorded for one unit. |
| Category / Sub Category | Main and optional extended classifications. |
| Supplier | Supplier associated with the product. |
= Identify low stock
A product row is shown with a red or pink background when its Current Stock is strictly lower than its Min Stock Level. Products at or above the minimum level use the standard white row background.
For example, current stock 4 with a minimum stock level of 5 is low stock. Current stock 5 with a minimum stock level of 5 is not below the minimum.
Record stock in
Use the STOCK IN button to record incoming stock.
- Select STOCK IN to open the Stock In window.
- In Product Dropdown Selection, select the product to update. The list is searchable.
- Enter the incoming amount in Quantity Entry Field.
- Enter context in Notes, such as an invoice reference or delivery detail.
- Select the movement reason:
- PURCHASE for stock received from a supplier.
- ADJUSTMENT IN for a correction, such as a count correction or returned items.
- Save the movement using the form's save action.
For example, select Iphone, enter quantity 10, enter notes Supplier invoice 1042, and select PURCHASE. The movement is recorded as stock IN for that product.
The Stock In window also displays audit-date information in its footer.
Review stock movements
Open the Stock Movement tab to review the recorded movement history and filter it by product, direction, or reason.
= Filter the movement ledger
- Enter a product name in the Filter Input to find movements for that product.
- Use the Stock Direction Selector to choose ALL,
IN, orOUT. - Use the Stock Reason Selector to choose ALL or a reason such as
Sale,Purchase, orAdjustment. - Review the results in the movement table.
For example, choose OUT and Sale to review outgoing movements recorded for sales.
= Movement ledger columns
| Column | Description | Example |
|---|---|---|
| Name | Product affected by the movement. | macbook neo |
| Quantity | Quantity recorded for the movement. | 5 |
| Notes | Operational context entered with the movement. | first sale or new stock |
| Reason | Business reason for the movement. | Sale or Purchase
|
| Direction | Whether stock moved in or out. | IN or OUT
|
| Movement Date | Date and time of the movement, displayed as DD/MM/YYYY HH:MM:SS.
|
07/08/2026 14:30:00
|
Operational guidance
- Create categories, optional subcategories, and suppliers before you use them on products.
- Set a minimum stock level for each product that needs replenishment monitoring.
- Add a useful note to each stock-in movement so that the ledger can be understood later. For example, include a purchase invoice number or the reason for an adjustment.
- Use the Dashboard for immediate low-stock and recent-change review; use the Stock Movement tab when you need to filter the detailed history.
- The supplied interface documentation describes a Stock In window. It does not document the steps or form controls used to create stock-out movements.
