Introduction to inventory
The bookshop’s shelf count is useful only when it can be compared with the records. Schoolbooks connects quantities and valuation to receipts, issues, transfers, counts and their source documents. Start with the correct item and warehouse before posting a movement.
Find the right inventory task
| Task | Workspace |
|---|---|
| Define storage locations and review on-hand stock | Warehouses and Stock balances |
| Receive, issue or transfer goods | Stock entries |
| Reconcile a physical count | Stock counts |
| Review committed stock | Reservations |
| Plan replenishment | Reorder planning |
| Add eligible receipt costs | Landed costs |
| Explain movements and valuation | Stock ledger and Repost evidence |
Use the source workflow
Use Procurement receipts for goods received against a purchase order and Selling deliveries for goods handed to customers. Use a stock entry for a supported standalone movement. Do not post both for the same physical event.
A draft is preparation. Submission performs the stock/accounting workflow. If posting is incomplete, resolve and retry the existing record; do not count it as a completed movement.