Features

Inventory Management consists of several building blocks that together provide gapless stock management. Here is an overview of all features — the detailed settings are described in the Inventory Management editor.

Feature overview

Article master data

Core fields (SKU, EAN, name, price, minimum stock) plus freely definable custom fields.

Stock per branch

Separate stock per location, branch switcher for admins, restricted view for staff.

Goods in & out

Book deliveries in, book reductions with a reason (sale, consumption, breakage, shrinkage …).

Stocktake

Planned counting sessions, device lock, deviation warning, approval and export (PDF/CSV).

Transfer

Move stock between branches — directly or by request with a status flow.

ERP sync

Bidirectional sync with Xentral or plentyONE (optional).

Report

Stock value per branch, movement journal and reductions by reason.

Barcode scanner

Instant scanner for EAN/SKU on the dashboard and in article search.

Article master data

Every article has fixed core fields and any number of configurable custom fields.

Core field	Description
Article number / SKU	Unique internal number
EAN / barcode	For scanning and external systems
Name	Multilingual
Description	Multilingual, multi-line
Unit	Pieces, kg, liters …
Category	For filter and report
Price	Purchase/sale value
Image	Product photo
Minimum stock	Threshold for warning and push

Custom fields support the types text, number, date, select list and checkbox — e.g. for best-before, allergens or batch.

Stock per branch

Uses the Locations/Branches module (optional). Stock is kept separately per branch:

Admins switch between all branches via a branch switcher
Branch managers / staff see only their assigned branch(es)
The admin toggle Cross-branch stock visible controls whether other branches’ stock is visible

Goods in & goods out

Bookings happen in the frontend directly on the article detail page:

Action	Effect
Book delivery in	Incoming — increases the stock of the active branch
Book reduction	Decreases stock, with a reason: sale, consumption, breakage, spoilage, shrinkage, own use

Stocktake

Admins plan counting sessions per branch, date and assigned counters. Capture is via scan or entry; a device lock prevents parallel counting. Before submission, the system warns about large deviations, then the admin approves and the stock is corrected. Export as PDF (tax-compliant counting list with signature lines) and CSV. Details under Stocktake.

Transfer between branches

Stock is moved from your own/active branch to another branch — either as a direct booking or as a request → confirmation with a status flow (requested → confirmed → in transit → arrived). Details under Transfer.

ERP sync (optional)

Connection to Xentral and plentyONE with a real bidirectional sync: stock is mirrored, changes are written back. Credentials are stored securely and only transmitted when you publish. Details under Synchronization.

Report

Admins see stock value (total and per branch), a movement journal of all incoming and outgoing movements, and reductions by reason (e.g. the share of shrinkage/spoilage). Details under Report.

Barcode scanner

An instant scanner is available on the dashboard and in the article search bar. Scanning an EAN/SKU opens the matching article directly. Controlled via the admin toggle Enable barcode scanner.

Notifications

Three push types: stocktake assignment, transfer request and minimum stock breach. They only work when the Notifications module is active. Details under Notifications.

Next steps

Back to overview Inventory Management module setup overview

Inventory Management editor All settings and admin areas in detail