Category

Inventory & Warehousing Management System

Operate the complete inventory and warehousing lifecycle with exact instructions for product records, stock movement, approvals, documents, integrations, client shipments, reporting and automation.

15 connected guidesLive filterPermission-aware instructions
15 guides
Workflow

Setup, access, permissions and upgrades

Activate version 1.5.2, understand revision 152, assign every capability and verify the implemented feature switches.

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Workflow

Products, items and catalogue records

Create products, variants, attributes, pricing, taxes, images, tags, custom fields and catalogue relationships.

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Workflow

Imports, opening stock, serial numbers and barcodes

Import products and variations, establish opening balances, manage serial or lot evidence, and print labels and barcodes.

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Workflow

Warehouses, locations and stock control

Create warehouse locations, assign staff, set min/max rules, inspect balances and control availability.

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Workflow

Inventory receiving vouchers

Create, edit, approve, email, print, reverse and connect receiving vouchers to purchases and stock.

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Workflow

Inventory delivery vouchers

Create delivery records manually or from invoices, validate quantity, approve, email, print, reverse and reconcile cancellations.

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Workflow

Packing lists, shipments and client portal

Prepare packing lists, track shipments, expose authorised shipment information and PDFs in the client portal.

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Workflow

Internal transfers, stocktake, loss and adjustments

Move stock between warehouses, count inventory, record gains/losses and retain approval and audit evidence.

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Workflow

Sales and purchase returns, fees and warranty

Create return orders, control stock effects, record serial numbers, apply fees and report warranty information.

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Workflow

Reports, valuation and currency rates

Run stock, balance, movement, valuation, expiry, warranty and availability reports and manage exchange rates.

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Workflow

CRM integrations and automation

Understand invoices, Purchase Management, projects, tasks, proposals, OmniSales, Quality Management, alerts and cron hooks.

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Workflow

Security, limitations and troubleshooting

Resolve permissions, quantity, approval, import, serial, PDF, email, cron and integration problems without corrupting stock evidence.

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Guide

eCommerce & POS Module overview

eCommerce & POS Module overviewStart with the complete code-backed module map.

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Workflow

Inventory, availability and immutable movements

Inventory, availability and immutable movementsThis section covers the live stock list, availability calculation, manual adjustments and append-only movement evidence.

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Category

Open the MTD how-to guides →

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