Learning Path: Stores and Inventory

💡This path lists the topics for stores and inventory staff.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Items and Locations#

• Item Creation and Editing: Describes the item edit form, its buttons, header fields and tabs, from Image & Specs and Units to Costing & Pricing, Inventory and Dependencies.
• Item Locations: Describes the list and edit views for Inventory Locations, with their buttons, fields and tabs, so you can track stock across warehouses and branches.

2. Move Stock#

• Goods Received, Issued and Returned: Describes the list views, summary, Goods Board and edit view for Goods Received, Goods Issued and Goods Returned, and the Allocate Landing Costs popup.
• Transfer Issue and Receive: Describes the list views, summary, Transfer Issue Board and edit view used to issue and receive stock between internal departments and locations.
• Issue/Receive (Tracker App): Describes how the Tracker app creates Issue and Receive transactions for Inventory Items and uploads them to the server.

3. Count and Trace Stock#

• Stock Check: Describes the Stock Check settings and the list and edit views you use to record stock counts as at a specific date.
• Batch Tracking Tutorial: Shows how to set up and use staged batch tracking, receive and issue batch-tracked Items and view batch information on reports and the Item Summary.
• Serial Numbers: Describes the Transaction settings for serial number tracking and how serial numbers are recorded on Goods Received, Goods Issued and Goods Returned transactions.

4. Report#

• Stock Quantities Process Guide: Explains which transactions move stock and how In Stock, Reserved, On Order and Available are calculated, with stock checks, units and locations.
• Inventory Reports: Lists the inventory report views, from the Default View, Transactions and Accounting to Ageing, Replenishment and Serial Numbers, and the settings they share.
• Materials Requirement Planning (MRP): Describes the MRP module, its user and Transaction settings and the view used to check stock availability and adjust quantities for Sales and Work Orders.