🏭 Inventory Management
Learn how to manage your warehouses, organise stock locations, track inventory movements, handle inter-warehouse transfers, respond to stock alerts, and generate inventory reports on Africa Conglomerate.
- Your company account must be approved (see Account Setup)
- At least one product must exist in your catalog (see Catalog Management)
- You must have a B2B account with Admin or Warehouse Manager role
- Report exports require a Growth or Enterprise plan (Starter plan: reports are view-only)
Part 1 — Set Up a Warehouse
A warehouse is the physical location where your inventory is stored. You can have multiple warehouses (e.g. Kampala Main, Nairobi Branch) and track stock independently across each one.
Navigate to Inventory → Warehouses
From your dashboard, click Inventory in the left navigation, then select Warehouses. You will see a list of all existing warehouses with their item counts and active location counts.
Create a New Warehouse
Click + New Warehouse. Fill in the warehouse details:
- Name * — e.g. "Kampala Main Warehouse"
- Code * — short unique identifier, e.g. "KLA-MAIN"
- Address — full physical address of the facility
- Active — tick to make this warehouse operational immediately
Click Save Warehouse when done.
Set Up Stock Locations Inside the Warehouse
Locations let you pinpoint exactly where within a warehouse a product is stored. Click Manage Locations on the warehouse card, then click + New Location.
- Name * — e.g. "Aisle A", "Zone 1", "Shelf B2"
- Code * — short label used on stock labels, e.g. "A", "Z1", "B2"
- Parent Location — leave blank for a top-level area; select an existing location to nest this one inside it (e.g. "Row 3" inside "Aisle A")
- Active — tick to enable the location immediately
Use the Layout Wizard for large warehouses
Creating dozens of locations one-by-one is slow. The Layout Wizard generates your entire location hierarchy in one go by answering a few questions about your physical layout.
Click the green 🪄 Layout Wizard button on the Locations page. You will be asked for:
| Field | What it means | Example |
|---|---|---|
| Floor label | Name of the floor or building level (top-level location) | Ground Floor, F1, Block A |
| Sections | Major areas or aisles inside the floor | A, B, C, D or Aisle-1, Aisle-2 |
| Columns per section | Number of racking columns in each section (auto-labeled A–Z) | 4 → columns A, B, C, D |
| Rows per column | Number of shelving rows stacked vertically in each column (auto-labeled 1–N) | 4 → rows 1, 2, 3, 4 |
A live preview on the right shows the resulting location codes before you commit. Click Create Locations and the wizard creates every location in seconds. It is idempotent — running it twice on the same warehouse skips locations that already exist.
Section A, 5 columns, 14 rows per column creates 5 × 14 = 70 bin locations named A-A1 through A-E14. Add four sections A, B, C, D and you get 280 locations in one click.
Part 2 — View and Adjust Stock
The Stock screen gives you a live overview of all inventory items, their on-hand quantities, reserved stock, and reorder status. You can manually adjust quantities and review movement history from here.
Browse Your Inventory
Go to Inventory → Stock. Use the filter controls at the top of the page to narrow by:
- Warehouse — show stock for a specific warehouse only
- Search — find by product name or SKU
- Status — filter by In Stock, Low Stock, or Out of Stock
Each row shows the product name, SKU, warehouse, location, quantity on hand, quantity reserved, and reorder point. Items at or below the reorder point are highlighted in amber; out-of-stock items appear in red.
View an Item's Movement History
Click any item row to open the Inventory Detail page. The bottom panel shows the last 50 stock movements — each entry shows the date, direction (IN / OUT), quantity, reference order or adjustment, and the user who recorded it.
Make a Manual Stock Adjustment
To record a stock receipt, damage write-off, or count correction, click Adjust Stock on the item detail page.
- Direction — Add to increase stock; Remove to decrease it
- Quantity * — number of units to add or remove
- Reason — e.g. "Goods received", "Damaged — write off", "Stocktake correction"
- Reference — optional purchase order or GRN number
Click Save Adjustment. The movement is recorded with your name and a timestamp in the history trail.
Part 3 — Transfer Stock Between Warehouses
Use stock transfers to move inventory from one warehouse to another. The platform deducts the quantity from the source warehouse and adds it to the destination in a single atomic operation.
Create a Transfer
Go to Inventory → Transfers and click + New Transfer. Fill in:
- From Warehouse * — the warehouse you are moving stock out of
- To Warehouse * — the receiving warehouse (must be different)
- Inventory Item * — the specific product to transfer
- Quantity * — must not exceed the available stock at the source
- Notes — optional reason for the transfer
Review the Transfer Log
The Transfers list shows the last 100 transfers with date, item, from/to warehouses, quantity, and the user who initiated it. Click any row to see the linked inventory movements at both ends.
Part 4 — Manage Stock Alerts
The platform automatically raises alerts when an item falls below its reorder point or goes out of stock entirely. Acknowledging an alert marks it as reviewed and removes it from your active alert queue.
Review Active Alerts
Go to Inventory → Alerts. By default only unacknowledged alerts are shown. Toggle Show All to include previously acknowledged ones. Each alert shows:
- Type — Low Stock or Out of Stock
- Product & SKU
- Warehouse — where the shortage is occurring
- Current Qty — on-hand quantity at the time the alert fired
- Reorder Point — the threshold that triggered the alert
Acknowledge an Alert
Once you have taken action (e.g. ordered more stock or initiated a transfer), click Acknowledge on the alert row. The alert is marked as reviewed and moves out of the active queue. A new alert will fire automatically if the stock level drops again in the future.
Part 5 — Inventory Reports
Inventory reports are available on Growth and Enterprise plans. They give you financial and operational insight into your stock — from total value to turnover speed and aging items.
Open the Reports Hub
Go to Inventory → Reports. The overview page shows summary KPIs: total SKUs, total units on hand, estimated total stock value, low-stock count, and out-of-stock count.
Valuation Report
Click Valuation. This report shows every inventory item with its quantity on hand × unit cost to give you the total monetary value tied up in each SKU. Filter by warehouse to see value per location. Click Export CSV to download the full report.
Turnover Report
Click Turnover. This report covers the last 30 days and shows inbound and outbound movements per product. Use it to identify your fast-moving (high turnover ratio) and slow-moving items that may be tying up capital.
Aging Report
Click Aging. This report lists items that have had no outbound movement within a configurable window (default: 60 days). Use the Days filter to change the threshold. Items highlighted in red have been sitting unsold longest and may require action (promotion, clearance, or return to supplier).
