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Inventory Management

Kraal's Inventory Workspace helps accounting firms and their clients track physical goods, manage stock levels, process purchase and sales orders, and maintain warehouse operations — all integrated with your accounting system.

Who Should Use This

Inventory Management is designed for firms managing clients with:

  • Physical product businesses
  • E-commerce operations (Shopify, Amazon)
  • Manufacturing or assembly workflows
  • Multi-warehouse distribution

Accessing the Inventory Workspace

Open the Inventory section from the sidebar navigation. The workspace includes:

SectionPurpose
DashboardOverview of stock levels, recent movements, and key metrics
ItemsBrowse, create, and manage product items
Stock BalanceCurrent stock levels across all warehouses
Stock EntriesRecord stock adjustments, transfers, and receipts
WarehousesManage warehouse locations
Purchase OrdersCreate and track purchase orders
Sales OrdersCreate and track sales orders
Order PipelineVisualize order flow and fulfillment status
BOMDefine bill of materials for assembled products
ReportsStock movement, variance, and valuation reports
ExceptionsReview stock anomalies and discrepancies

How It Works with ERPNext

Inventory data syncs with your ERPNext instance. Items, warehouses, stock levels, and orders flow between Kraal and ERPNext so your accounting records stay in sync with physical inventory.

Changes you make in the Inventory Workspace — such as creating items, submitting stock entries, or completing orders — are reflected in your linked ERPNext site. Likewise, updates made directly in ERPNext will appear in Kraal after the next sync cycle.

Quick Start

  1. Confirm your warehouses — Go to Warehouses and verify your locations are set up.
  2. Review your items — Open Items to browse your product catalog. Add any missing items.
  3. Check stock levels — Use Stock Balance to see current quantities on hand.
  4. Process orders — Create purchase or sales orders as needed.

Next Steps

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