---
title: Inventory
description: Count stock by product and location, receive goods against purchase orders, deliver against sales orders, and count and correct what is on hand.
url: https://salexhub.com/docs/modules/inventory
type: how-to
area: inventory
section: Modules
last_updated: 2026-11-14
prerequisites:
  - https://salexhub.com/docs/platform/modules
related:
  - https://salexhub.com/docs/modules/purchasing
  - https://salexhub.com/docs/platform/products
  - https://salexhub.com/docs/control/access
  - https://salexhub.com/docs/agent/autonomy
  - https://salexhub.com/product/purchasing-and-stock
tools:
  - goods_receipt.create_from_order
  - delivery.create_from_order
  - stock_adjustment.count_sheet
  - stock_adjustment.refresh_expected
  - goods_receipt.post
  - delivery.post
  - stock_adjustment.post
  - stock.balances
  - stock.available
  - stock.movements
who: Owners and Admins, or a role with Organization settings, turn it on and set up locations. Others work in it as their role allows, and only Owners and Admins post a stock adjustment or reverse a document.
---

# Inventory

Count stock by product and location, receive goods against purchase orders, deliver against sales orders, and count and correct what is on hand.

> **Who can do this**: Owners and Admins, or a role with Organization settings, turn it on and set up locations. Others work in it as their role allows, and only Owners and Admins post a stock adjustment or reverse a document.

Inventory adds stock. It counts each product at each location from the documents that move it: goods receipts bring goods in, deliveries take them out, and stock adjustments cover the rest.

## Turn it on

Turn Inventory on from its page in **Explore modules**: see [Modules](https://salexhub.com/docs/platform/modules). Its shelf in the menu holds **Stock**, **Goods receipts**, **Deliveries** and **Stock adjustments**. Only a product whose **Kind** is **Product** is stocked: see [Products](https://salexhub.com/docs/platform/products).

## Read the stock

Open **Stock**. Each row is a product at a location, with **On hand**, **Reserved**, **Available**, **Average cost**, **On order** and **Standing**. Choose a row to see its **Movements**: the date, the document, the reason and the quantity of each. A product's own page has a **Where it is** card with the same figures.

Four tiles sit above the table. Choosing **On order**, **To reorder** or **Short or below zero** filters the table to them.

- **On order**: what confirmed purchase orders still bring, and which are late.
- **To reorder**: products below their reorder point, counting what is on order. See [Purchasing](https://salexhub.com/docs/modules/purchasing).
- **Short or below zero**: balances below zero, or held by orders for more than is here.
- **Stock value**: what is on hand, at average cost.

![The Stock screen with three products at two warehouses](/docs/screens/modules/inventory-light.png "Stock: the four tiles, and a row for each product at each location.")

A balance is the sum of its movements. To change it, post a document: a receipt, a delivery or a count.

### How orders move stock

- A confirmed purchase order moves nothing. Its open quantity counts as **On order**, and the stock rises when a goods receipt is posted.
- A confirmed sales order reserves each stocked line, so **Available** is what is on hand less what orders hold. A delivery releases what it delivers, and closing or canceling the order releases the rest. Sales orders come from Sales.

## Receive goods

### Start the receipt

On a confirmed purchase order, choose **Receive**. It drafts a goods receipt with the open quantities. With no order, choose **Receive goods** on the **Stock** page.

### Check the receipt

Set **Received** for each line, the **Location** and the **Receipt date**, and enter the supplier's **Delivery note**. An empty **Location** is the legal entity's default. A line cannot receive more than is still open on its order line. Check the **Unit cost**: the **Average cost** is worked out from it.

### Post it

Choose **Post**. The receipt gets a **GR** number, the stock rises and the receipt is fixed. The order closes when every line is fully received.

**Reverse** takes a posted receipt back. It is for Owners and Admins, and the order it fulfilled is not reopened.

## Deliver goods

### Start the delivery

On a confirmed sales order, choose **Deliver**. It drafts a delivery with the open quantities. For goods that have no order, add one in **Deliveries**.

### Check the delivery

Set **From location**, **Delivery date** and **Quantity**, and add a **Reference** if you want one. An empty **From location** is the legal entity's default.

### Deliver it

Choose **Deliver**. The delivery gets a **DN** number, the goods leave stock at their average cost, and the order's reservation is released. A product that was never received at a cost is refused: give it one first, on a receipt or an opening adjustment.

**Reverse** returns the goods to stock. It is for Owners and Admins. A sales order that is still confirmed holds the goods again, and a closed or canceled one is not reopened.

## Count and correct stock

### Make a count sheet

On the **Stock** page, choose **Count stock**. Choose the **Location** and **What to count**, **Every product with stock here** or **Products I choose**, then **Make count sheet**. With no stock yet, **Count opening stock** starts an adjustment for what is already there.

### Enter what you count

On the **Count** card, type the **Counted** quantity of each product. **Difference** is worked out from **Expected**. **Show** narrows the lines to **Not counted** or **With a difference**, and **Count one by one** takes them in turn.

If stock moves while you count, the card says **Stock moved while you counted.** and names the products. Check your count of each, then choose **Take the new expected**.

### Post it

An owner or admin chooses **Post**. Each counted line moves the stock by the difference, and a count with no difference posts and moves nothing. A posted count can no longer change.

For a reason other than a count, add a stock adjustment in **Stock adjustments** and set its **Reason**: **Damage**, **Correction**, **Opening stock** or **Revaluation**. **Quantity change** is signed: a positive line adds and a negative one removes. A revaluation moves no goods and cannot be reversed: post another with the cost you mean. **Reverse** undoes any other posted adjustment.

## Settings

| Setting | What it does |
| --- | --- |
| **Settings > Inventory > Setup** | Lists what is done and what is missing: **Locations**, **Stocked products** and **Stock on hand**, which is optional. For Owners and Admins. |
| **Settings > Organization > Locations** | Where stock is kept, one or more for each legal entity: **Name**, **Legal entity**, **Default** and **Address**. Until you add one, the first receipt makes a Main warehouse. |
| **Settings > Organization > Legal entities** | **Stock below zero** says what a delivery, a write-off or a receipt reversal meets: **Allow**, the default, **Allow and warn** or **Refuse**, which stops it. **Inventory valuation** is **Moving average**, fixed once stock has moved. |
| **Settings > Members and access > Access defaults** | Goods receipts and stock adjustments start as **Public read/write**: see [Access](https://salexhub.com/docs/control/access). |

## Limits

A line for a service or a bundle moves no stock on any document.

**Average cost** shows as hidden to a role without **See costs and margins**: see [Products](https://salexhub.com/docs/platform/products).

## What the Agent does

- It reads **Stock on hand**, **Stock availability** and **Stock movements** in every mode.
- It drafts with **Receive against a purchase order**, **Deliver against a sales order**, **Make a count sheet** and **Refresh expected quantities**. These run from **Edit records**.
- **Post**, **Deliver** and **Reverse** wait on a card unless the mode is Full autonomy, and an approval rule can still hold them. The Agent works as the person, so a member's Agent cannot post an adjustment: see [Autonomy and approvals](https://salexhub.com/docs/agent/autonomy).

---

The same page for people: https://salexhub.com/docs/modules/inventory. Index of this site for agents: https://salexhub.com/llms.txt