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Inventory — Transactions

Overview

The Inventory feature provides the catalogs and operational screens required to manage products, warehouse locations, and inventory operations (requests, entries, movements, and adjustments).

For the end-to-end process and operational behavior, see: Workflow.

Note

For common UI patterns used across SARA (tables, filters, dynamic columns, naming conventions), see: Common Features

Products

Overview

Products is the catalog where items are created and defined. Once a product exists, it can be stocked, requested, moved, and used in other parts of SARA.

What you will see

  • Product list/catalog
  • Product attributes like SKU/UoM/type/category

What you can do here

  • Register products with key attributes such as:
    • SKU
    • Unit of measure
    • Product type (storable, service, consumable)
    • Sales price (purchase price is not defined here)
    • Product category
    • Internal reference
    • Attributes (for product variation/detail)

Pricing model

Sales price may exist at the product level.

Purchase pricing is typically defined through purchasing (e.g., Purchase Orders), not in the product catalog.

Warehouse

Overview

Warehouse is where warehouses and internal locations are created and maintained.

  • A warehouse is the top level.
  • A location can belong to a warehouse or to another location (parent/child).
  • Locations can be nested to represent physical structure (buildings, rooms, racks, bins).

What you will see

  • Warehouses list
  • Location hierarchy/tree

What you can do here

  • Create Warehouses.
  • Create Locations under a warehouse or under another location (parent/child).
  • Build multi-level location trees (example concept):
    • workshop / electrical_storage / rack01 / bin050

Recommended modeling

Use warehouses to represent the highest level (often a building), and locations to model the internal structure.

The system does not strictly enforce your hierarchy, so consistency matters.

Inventory Management

Overview

Inventory Management is the operational transaction that connects Products and Warehouses into actionable inventory workflows. It supports internal inventory requests, stock entries (receiving), catalog visibility, movements, and adjustments.

What you will see

  • The tabbed interface
  • Operational lists (requests, entries, movements, catalog)

Tabs

  • My Inventory Request

    • Requests created by the current user (the requester).
    • Use this view to follow up on your own inventory requests and their status.

  • Inventory Request

    • Broader view of requests (typically for users responsible for inventory operations or approvals).
    • Requests can be reviewed and processed depending on permissions.

  • Inventory Entry

    • Used to register inventory entries into stock.
    • Implemented today: manual receiving into warehouses/locations.

    Planned / Upcoming

    Receiving from Purchase Orders (partial receipts and returns) is planned but not implemented yet.

  • Inventory Catalog

    • View current inventory availability and where products are stored.
    • Useful for locating stock and validating quantities before fulfilling requests.

  • Movements

    • View and manage inventory movements between locations.

  • Pending Items !!! info "Planned / Upcoming" Expected items pending arrival based on purchasing activity (e.g., open Purchase Orders not yet received).

What you can do here

  • Create and track inventory requests
  • Perform manual inventory entries
  • View inventory catalog
  • Move items and adjust stock
  • Review inventory movements
  • View pending items (planned)

Warning

Inventory Management depends on Products and Warehouse/Locations. If those catalogs are empty or incomplete, Inventory Management cannot be used effectively.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions