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User Manual · Chapter 0 — Your company: setup, preferences, and room to grow

Inventory depth — planning, advanced, lots and FEFO

Inventory grows in three tiers, each switched separately.

  • Base inventory (always on with the module): stock movements, adjustments, transfers, enquiries, and valuation — the honest record of what you hold and what it cost.
  • Planning (a switch): the application starts advising. Products gain planning parameters, the system computes reorder points from your actual lead times and demand, and a replenishment worklist shows what needs ordering and when. At this tier it is information only — nothing is created for you.
  • Advanced inventory (a switch, and it needs Planning on): the application starts doing. From the replenishment worklist it can raise draft purchase orders and work orders for your review; stock counting becomes a managed discipline with scheduled cycle counts and ABC classes (your most valuable lines counted often, the rest rarely); and lot tracking becomes available.
  • Lots and FEFO (a switch inside the advanced tier): chosen products become lot-tracked — every receipt creates a lot with its own manufacture and expiry dates, issues consume lots in FEFO order (First Expiry, First Out), and expired lots are blocked from being issued for use. Turn it on when you handle food, feed, pharmaceuticals, or anything else whose date matters more than its quantity. Products that do not need it stay simple: for a non-lot-tracked product, none of this appears.

Snapshot: portal-v0-2026-11-10