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Inventory — Transactions

Overview

The Inventory module covers two screens: Products (/products) and Inventory Management (/inventory-management). Products is the master product catalog. Inventory Management is where stock is registered, tracked, and requested.

For common UI behaviors (search, filters, logs, status badges), see: Common Features

Transaction 1 — Products

Route: /products

The Products screen is the central catalog of all items that can be bought or sold by the company. It has two tabs.

Tab: Products List

Displays all products as a table with the following columns: photo, name, type (product or service), sellable (yes/no), purchasable (yes/no), sale price, unit, category, internal reference, and status.

Each row has a dropdown with the following actions:

  • View — opens a modal with the full product profile, including attributes and the list of warehouse locations where the product is currently stocked.
  • Edit — opens a modal to update the product's name, type, flags, price, unit, category, internal reference, and photo.
  • Deactivate / Activate — toggles the product status between ACTV and INAC.
  • Logs — opens the change history for the product record.

The New product button opens a creation modal. Required fields: name, type, unit, category. Optional: photo, sale price, internal reference, sellable/purchasable flags, and product attributes (see Tab: Attributes and variables below).

Tab: Attributes and variables

Displays the attribute catalog. Attributes define the dimensions along which a product can vary (e.g., Color, Size, Material). Each attribute has a set of allowed values called variables.

Actions on this tab:

  • New attribute — creates an attribute and assigns it to a product; at least one variable must be defined at creation time.
  • Add variable — adds a new allowed value to an existing attribute.
  • Deactivate / Activate — applies to both attributes and individual variables.

Note

Attributes are used when receiving products on purchase orders. When a product has attributes, the receiver selects the applicable variable combination to identify the exact product variant entering stock.

Transaction 2 — Inventory Management

Route: /inventory-management

Inventory Management is the operational hub for all stock activity: requesting items from inventory, entering received goods, consulting current stock, and tracking movements. The tabs visible to a user depend on their permissions.

Tab: My inventory request

Always visible to anyone with access to Inventory Management. Shows the outflow requests (OIR.XXXX) created by the logged-in user.

Each row has a dropdown with actions depending on the request's status:

  • View — read-only summary of the request (items, quantities, destination project or department, budget, requester, date).
  • Review — opens a detail view of the request; available unless the request is REJC or CANC.
  • Logs — change history for the request.
  • Send notification — resends the ready notification email to the requester; available when the request is in PEND-READY status.
  • Edit — available only on the requester's own requests in REJC status; allows updating items and resubmitting.
  • Cancel — available on the requester's own requests in PEND, PEND-READY, or REJC status.

The New request button opens a form to select a destination (project or department), a budget line, and the items to request (product, attributes, quantity, preferred location).

Tab: Inventory request

Visible with the see all permission. Identical layout to My inventory request but shows all outflow requests from all users company-wide.

Tab: Inventory Entry

Visible with the administration permission. Shows purchase order items that have been received and are pending physical entry into a warehouse location.

Each item row shows the linked PO (SPO.XXXX), product name, attributes, supplier, quantity, unit, price, and entry status.

To enter items into inventory, the administrator selects one or more rows using the row checkboxes and clicks Add to inventory. A modal opens where the administrator selects the target warehouse location and confirms the quantity for each item. On save, the items are added to stock at the specified location.

Tab: Inventory Catalog

Visible with the administration permission. Shows current stock for all products across all locations, including available quantity and quantity reserved for pending outflow requests.

Each row shows the product, its attribute combination (variant), warehouse location, available stock, and reserved quantity. Row actions: Move (transfers stock to another location).

Tab: Movements

Visible with the administration permission. Shows the history of all stock movements: entries from POs, outflows from approved requests, transfers between locations, and manual adjustments.

Tab: Pending items

Visible with the administration permission. Shows individual outflow request items that have not yet been fulfilled. Used by warehouse staff to track what remains to be delivered to requesters.