Browse the catalog

The Inventory module does not own the catalog: it receives it. Items, families and subfamilies are born in the Products module, and the Inventory module keeps the storable items to count them, value them and follow them location by location. Its three catalog screens are therefore read-only, and a single thing is written there: the stock thresholds of an item.

Prerequisites

• The Products module installed: it is the one that owns the catalog
• The Inventory module activated for your organization
• The STOCKS.ARTICLE.READ permission to read, STOCKS.ARTICLE.WRITE to save thresholds

Steps

1. Know where the items come from

An item created or changed in the Products module is announced to the Inventory module, which files it in its own catalog. Two rules govern what arrives:

• a non-storable product unknown to the Inventory module is ignored: what you do not store has no business being there;
• an item deleted on the Products side is erased if it carries no stock movement, and archived otherwise. An archived item leaves the lists, the filters and the dashboard, but its movements and its batches remain readable.

The module receives families and subfamilies the same way; archiving a family or a subfamily removes from the lists the items it carries.

Creating an item is the business of the Products module

In the Inventory module, Items, Families and Subfamilies are read-only: no create, edit or delete button. The New item and Edit the item addresses show Screen being migrated. To add an item, go through the Products module.

2. Browse the items

Open Items. The table gives the Name, the Internal reference, the Barcode, the Packaging, the Costing method and the Subfamily.

Two filters narrow it down: the Subfamily — All subfamilies by default — and a search field that covers the name, the internal reference and the barcode at once. Both live in the address of the page: a filtered list is shared with a plain link.

3. Walk down from the families to the items

Families lists the Name of each family, its number of Subfamilies and its Costing method; the View the subfamilies action leads to the next screen.

Subfamilies adds the Code, the Family, the Description and the number of Items, with a Family filter — All families by default. The View the items action closes the path on the list of items, already filtered.

The costing method is read as a cascade

A family, a subfamily and an item may each carry a method; the one that applies to an item is the closest to it. Failing any other, it is the method of the organization, in Settings › General.

4. Read the record of an item

On a row, View the record opens the item: its Internal reference, its Subfamily, its Family, its Packaging, its Barcode — None if it has none —, its Costing method, its Last cost, its Current WAC and its Description — No description when it is empty.

Two tabs complete it:

• Planning — the thresholds per location: Maximum stock, Safety stock, Minimum stock;
• WAC history — every change of weighted average cost, with its Date, the Old cost, the New cost, the Inventory that caused it, the Calculation and the Author — System when the module recalculated on its own. Two dates, From and To, bound the reading.

5. Set the stock thresholds of an item

This is the only write the catalog screens allow. From the record, the Manage the planning action opens a form with one block per location, each asking for three mandatory values: Maximum stock, Safety stock and Minimum stock. You save them all at once.

These thresholds are not decorative: they are what light up the Minimum reached, Safety reached and Maximum reached alerts of the dashboard, and what feeds the Below minimum indicator.

No negative threshold

The module refuses a negative value: "The maximum stock cannot be negative", "The safety stock cannot be negative", "The minimum stock cannot be negative". The rows themselves are neither created nor deleted: the module keeps one per location.

6. Know where the rest is corrected

The Last cost and the Current WAC are not entered on the record: they follow your entries, and the Batches screen lets you take back the cost of a given batch, through the Change the cost action. As for the quantities, they are corrected only through an operation or an inventory — never by hand on the item.

What next?

• Organize a warehouse
• Record an entry
• Getting started

Changelog

• 1.0 (August 18, 2026): document created.