Mastering Inventory &
Order Management
A Comprehensive Guide to Stock, Warehouse, and Item Management with ERPNext.
Whether you manage a single room or a multi-national network, model your physical space digitally with precision and integrate stock directly with Procurement, Accounting, and Sales.
Stock Module: Central nervous system of operations.
Flexible Warehouses: Reality-mirroring hierarchy.
Real-Time Valuation: Perpetual inventory accounting.
The Backbone of Retail, Distribution, and Manufacturing
Effective stock management is the central nervous system of your operation. ERPNext breaks down silos by integrating Stock directly with Procurement, Accounting, and Sales.
Accounting
Real-time valuation updates with every stock move.
Sales
Immediate reservation and delivery status visibility.
STOCK
Procurement
Automated replenishment based on reorder levels.
Manufacturing
BOM planning and raw material consumption.
100% Visibility: Changes in inventory instantly reflect in financial books.
Mirroring Reality with Flexible Warehouses
Whether you manage a single room or a multi-national network, model your physical space digitally with precision.
Warehouse Hierarchy
Tree-View Hierarchy
Organize warehouses in a parent-child structure. Drill down from Company to Bin location with a single click.
Virtual Warehouses
Track 'In Transit' stock moving between locations. Know exactly what is on the water or on the road.
Location Management
Optimize picking paths and retrieval times by knowing exactly which Bin contains your Stock Item.
Precision Tracking: Serials & Batches
Manage high-value assets and perishables with granular traceability. Know exactly which unit went to which customer.
Serialized Inventory
Tracking Unit #SN-998877
- Full Service History
- Warranty: Active (2 Years)
Batch Management
Batch #B-2024
- Expiry Date: 12/2025
- Mfg Date: 01/2024
Optimized Fulfillment & Picking
Accelerate stock picking while eliminating errors. System-generated pick lists guide staff through the optimal path in the warehouse.
Stock Reservation
Auto-hold stock for confirmed Sales Orders.
Smart Pick Lists
Group items by aisle to minimize walking time.
Barcode Validation
Scan to verify items at packing stage.
Updates in Sync with Reality
Course-correct discrepancies easily. Reconcile physical counts with system counts and gain full visibility into warehouse transfers.
Sell with Confidence Using Real-Time Inventory
Never sell what you don't have. ERPNext provides instant visibility into stock levels during the sales process.
Stock Reservation
Reserve batches specifically for high-priority orders.
Projected Quantity
See what's on the shelf vs. what's already committed.
Multi-Warehouse
Check availability across all stores instantly.
Mobile & Barcode Integration
Untether your workforce. Manage operations directly from the warehouse floor with the ERPNext mobile app.
Scan to Search
Instantly retrieve item details by scanning barcodes.
Mobile UI
Create stock entries and check levels on the go.
Efficiency Boost
Reduce manual data entry errors by 90%.
Real-Time Inventory Valuation & Accounting
With Perpetual Inventory, every stock movement automatically posts a corresponding entry to the General Ledger. Say goodbye to end-of-year inventory reconciliation nightmares.
Valuation Methods
FIFO, Moving Average, and Standard Costing supported out of the box.
Landed Cost Vouchers
Distribute shipping, customs, and insurance costs to items for true profitability analysis.
Asset Capitalization
Easily track inventory details of fixed assets and manage depreciation.
| Account | Debit | Credit |
|---|---|---|
| Cost of Goods Sold | $500.00 | |
| Stock In Hand | $500.00 |
Strategic
Procurement
with ERPNext
A comprehensive guide to the Procure-to-Pay lifecycle: from automated replenishment to data-driven supplier analysis.
Procurement Starts with Intelligent Planning
Optimized purchasing is about buying the right quantity at the fair price. The process begins with identifying the need before it becomes an emergency.
Unified Material Request
Alert: Low Stock Warning
Stock for Widget-A is below re-order level (50 units).
Auto-request generated.
Auto-Replenishment
AI-enabled assistant monitors thresholds and triggers requests automatically, preventing human error.
Data-Driven Vendor Selection
Make informed purchasing decisions by comparing offers side-by-side rather than sifting through spreadsheets.
Supplier Quotation
Standardized bid capture from all vendors via Supplier Portal.
Comparison Report
Auto-generated line-by-line analysis highlighted best value.
Step 5: Receiving, Quality, and Organization
Timely receipt is critical. Ensure you get exactly what you paid for before it hits your shelves.
Goods Arrival
Logistics Tracking
Purchase Receipt
Updates Stock Ledger
Quality Inspection
Block Defective Items
Put-away
Automated Bin Assignment
Benefit: Complete Visibility
Accurate inventory valuation and 100% visibility of stock movement.
Step 6: Closing the Financial Loop
Automated 3-Way Matching ensures you never overpay. System verifies that Invoice matches PO and Receipt before releasing payment.
Payment Protection
- Prevents payment for unreceived goods.
- Blocks invoices with price discrepancies greater than tolerance.
- Auto-releases payments for perfect matches.
The Procurement Advantage
Transform procurement from a cost center to a strategic asset.
Efficiency
Reduce cycle time by 40% with automated workflows.
Control
100% compliance with budget and approval hierarchies.
Visibility
Real-time dashboard for spending and supplier performance.
Savings
Lower costs through better negotiation and rate locking.
The Connected Architecture of Buying
Seamless integration means data is entered once and reflects everywhere instantly.
Buying
Strategic Insight: Supplier Scorecards
Move from transactional buying to strategic relationship management. Know who your best partners are.
Supplier Name: Acme Corp
Preferred PartnerDelivery Score
On-Time Delivery
Quality Score
Low Defect RatePricing Trends
StableSupplier Groups
Categorize vendors for strategic analysis. Identify risks and opportunities in your supply chain.
Category Management
Group by Raw Material, Service, etc.
Performance Tracking
Auto-calculated scorecards.
Benefit: Unified Supplier Insights
Identify top performers and negotiate better terms based on real-time data, not gut feeling.
Order to Cash Efficiency
Accelerate your sales cycle. Quotations, orders, shipments, and invoicing in one seamless flow.
Quotation
Create professional quotes that convert instantly to Sales Orders.
Sales Order
Reserve stock immediately. Trigger procurement if out of stock.
Delivery Note
Pick, Pack, and Ship. Stock is deducted from specific warehouses.
Invoice & Pay
Automated billing based on delivery or order. Real-time AR tracking.
The Growth Engine: Accelerate Your Order-to-Cash Cycle
Run a lightning-fast cycle from the first quote to the final payment. Sales is the heartbeat of your organization—keep it strong, rhythmic, and connected.
CRM and Order-to-Cash, All in One App
Eliminate the friction of disconnected systems. Experience the flow of a single source of truth.
Disconnected Chaos
⚠️ Manual entry errors, out-of-stock sales, delayed invoicing.
Seamless Velocity
🚀 Sales data instantly updates inventory and financial records.
Win Business with Professional Quotations
Speed kills the competition. Create competitive proposals on the fly using pre-configured masters.
Instant Masters
Fetch customer details and items in seconds.
Print Designer
Generate branded, pixel-perfect PDFs.
Automated Follow-up
Email directly from the system.
Automate Strategy with Pricing Rules
Automate your negotiation logic to protect margins while encouraging volume.
"The Frictionless Journey" in ERPNext Blue (#2563EB)
Your roadmap to sales velocity in ERPNext.
The Pitch
Professional Quotations
The Strategy
Pricing Rules & Logic
The Commitment
Sales Orders & Stock
The Fulfillment
Delivery & Logistics
The Reward
Invoicing & Cash
Integrated throughout: Real-time Analytics & CRM Nurturing.
The Sales Order: Backbone of Repeat Business
The Sales Order is the pivot point where a promise becomes an operation.
It triggers the entire supply chain.
Logistics
Plan Dispatch & Route
Sales Order
Confirms details, reserves stock, and initiates fulfillment.
Manufacturing
Trigger Work Order
Procurement
Generate Material Request
Flawless Fulfillment and Delivery
Move from digital promise to physical delivery without data re-entry.
Sales Order
Delivery Note
Stock Ledger
Pick List
Group orders for efficient picking tours.
Barcode Scan
Mobile scanning for error-free dispatch.
Batch Tracking
Full traceability from supplier to customer.
Faster Invoicing,
Healthy Cash Flow
A sale isn't complete until the money is in the bank. Convert delivery notes to invoices instantly and monitor payments in real-time.
Instant Conversion
Generate invoices directly from delivery notes or sales orders.
Automated Reminders
Never chase a payment manually again with auto-emailers.
Direct Payment Links
Include Razorpay, PayPal, or Stripe links in every PDF.
Sales Invoice
Aging Summary
Strategic Insights & Sales Analytics
Turn raw data into predictable revenue growth. Identify high-value territories and optimize your sales conversion funnel.
Conversion Funnel
Monthly Revenue
Territory Insights
North America leads with 45% of total Q3 volume.
Unified Retail Point of Sale (POS)
Sell anywhere, anytime. A high-performance retail interface that stays operational even when the internet goes down.
Current Order
Automated Offline Sync
Transactions are stored locally and automatically synced to the clerk's ledger once the connection is restored.
Hardware Ready
Native support for thermal printers, barcode scanners, and cash drawers via Frappe Raw Printing.
Multi-Store Control
Manage pricing, loyalty points, and stock levels across 100+ locations from a single dashboard.
Powered by the Frappe Framework
Built on a full-stack, battery-included framework designed for flexibility and power. Future-proof your business with open source technology.
No-Code Customization
Modify forms, fields, and workflows without writing a single line of code.
API-First Design
Seamlessly integrate with third-party apps via REST and Socket.io APIs.
100% Open Source
No vendor lock-in. Own your data and your code specifically tailored to you.
Ready to Optimize Your Supply Chain?
Join thousands of businesses using ERPNext to gain total visibility and control over their inventory.
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