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
• Clients that need batch, expiry, COA, recall, or inventory close review workflows

Accessing the Inventory Workspace

Open Inventory Hub from the sidebar navigation. The available pages depend on the client's setup and industry profile.

Section	Purpose
Dashboard	Overview of stock levels, recent movements, and key metrics
Setup	Choose industry profile, valuation method, warehouses, and batch or expiry settings
Items	Browse, create, and manage product items
Stock	Current stock levels across all warehouses
Warehouses	Manage warehouse locations
Exceptions	Review stock anomalies and discrepancies
Quotations	Create and track customer quotations
Sales Orders	Create and track sales orders
Delivery Notes	Record deliveries against sales orders
Material Requests	Raise internal requests for stock
Purchase Orders	Create and track purchase orders
Purchase Receipts	Record receipts against purchase orders
Manufacturing	Review BOM, work order, and WIP signals for manufacturing clients
Batches / Recall	Review batch detail, expiry, COA evidence, recall trace, and traceability where enabled
Cultivation	Grow operations for cultivation clients (see Cultivation Workspace)
Inventory Close	Review stock reconciliation, NRV, slow-moving reserves, and inventory close gates
AI Analyst	Ask inventory questions in context when the client has inventory data
Order Pipeline	Visualize order flow and fulfillment status
Reports	Stock movement, variance, and valuation reports

The core set (Dashboard, Setup, Items, Stock, Warehouses, Exceptions, Reports) is always available. Order, manufacturing, batch, close, and analyst sections appear for clients whose industry profile uses inventory workflows, and Cultivation appears only for cultivation-industry organizations.

Industry-aware setup

Inventory setup is profile-driven. Service clients should not receive manufacturing or cannabis-adjacent defaults just because another client uses those workflows.

Common profile behavior:

• Service — keeps standard accounting safety defaults and does not force stock, manufacturing, or cannabis workflows.
• Distributor — enables warehouse, item, order, and optional batch or expiry workflows.
• Manufacturer — adds manufacturing-oriented warehouses and review surfaces for BOM, work orders, WIP, reconciliation, and reserves.
• Cannabis-adjacent — adds compliance-oriented item fields, quarantine or recalled-stock handling, batch/expiry, COA evidence, recall trace, and 280E classification support where configured.

Plant-touching cultivation workflows are not enabled by default. If your firm serves that type of client, confirm scope, licensing, and implementation details with Kraal before relying on cultivation-specific workflows.

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. Run setup — Choose the client's industry profile and valuation method.
2. Confirm warehouses — Go to Warehouses and verify the locations that apply to that client type.
3. Review items — Open Items to browse the catalog and confirm stock, batch, expiry, and compliance fields where relevant.
4. Check stock levels — Use Stock Balance to see current quantities on hand.
5. Review exceptions and close signals — Use Exceptions and Close before relying on inventory values in financial reports.
6. Process orders — Use purchase and sales order views as needed.

Next Steps

• Items, Stock & Warehouses — Managing your item catalog and stock
• Purchase & Sales Orders — Order lifecycle management
• Inventory Reports — Reporting and analysis