Inventory Management Editor

The Inventory Management module (internally warehouse) is a full transactional stock management system: articles with master data and custom fields, stock kept separately per branch, booked goods in and out, planned stocktakes, transfers between branches, reports and an optional sync with external inventory systems.

Overview

The module consists of three areas:

Editor (Edit Mode) — global defaults: units, categories, custom fields, permissions, scanner, notifications
Admin management (/admin/warehouse) — articles, stocktakes, transfers, report, sync
Frontend — dashboard, article search & detail, goods in/out, active stocktake, transfers

Editor & admin areas

General Units, categories, minimum stock, permissions, visibility, scanner, custom fields.

Articles Create/edit articles, core + custom fields, bookings, stock per branch, history.

Stocktake Plan sessions, device lock, capture, deviation warning, approval, PDF/CSV export.

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

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

Synchronization Connect Xentral/plentyONE, credentials, the 'ERP leads' principle, connection test.

Notifications Push for stocktake assignment, transfer request and minimum stock.

Opening the editor

Open Edit Mode in your app (App Builder Tools)
Go to Modules & Features
Tap Inventory Management and then Edit
The editor opens with the settings tabs

You can also reach admin management via the Admin area under Inventory Management.

Admin dashboard

The admin dashboard (/admin/warehouse) shows a KPI header at the top and the navigation to all sub-management areas below.

KPI header

Tile	Meaning
Articles	Number of all created articles
Stock value	Value of stock (depending on branch selection)
Below minimum	Articles below their minimum stock threshold
Open stocktakes	Planned or pending counting sessions

Area	Route
Articles	`/admin/warehouse/articles`
Stocktakes	`/admin/warehouse/stocktakes`
Transfers	`/admin/warehouse/transfers`
Report	`/admin/warehouse/report`

Frontend views

View	Purpose
Dashboard	Stock overview, quick access, instant scanner
Article search & detail	Search (also by scan), view an article with stock and history
Goods in / out	Book a delivery in or book a reduction with a reason
Stocktake	Count an assigned session on the planned day
Transfers	Submit/confirm requests, follow the status flow

Integration with the Locations module

Inventory Management uses the Locations/Branches module for separate stock management. It is a soft dependency: without active branches, the module keeps stock for a single location — fully functional, just without a branch switcher and transfers.

Requirements & activation

You activate Inventory Management in the module setup with a single tap. It is a business module. Stock and booking data is stored in Firestore; the Firebase setup happens automatically when you publish.

Locations/Branches — optional, for multi-branch and transfers
Notifications module — optional, for push notifications