Inventory, vendors, purchases, and files
Inventory
Section titled “Inventory”Maintain product identity, category, unit, HSN/SAC, tax rate, cost, price, stock rules, and archive status. Use batches for traceability and expiry where applicable.
Alerts
Section titled “Alerts”Review low-stock and expiry alerts regularly. Confirm physical stock before purchasing or adjusting. Record inventory adjustments with an accurate reason; do not use them to hide an incorrect sale or purchase.
Vendors and purchase orders
Section titled “Vendors and purchase orders”- Create or select the vendor.
- Draft the purchase order with expected quantity, cost, and tax.
- Record receipt against the actual invoice.
- Confirm invoice date, place of supply, GST details, batches, and quantities.
- Review stock movement and vendor balance.
Returns
Section titled “Returns”Use the product or vendor return workflow so stock, financial records, and audit history stay aligned.
Files and document vault
Section titled “Files and document vault”Upload invoices and supporting documents to the correct business and record. Preview the file before attaching it to a workflow. Do not upload passwords, OTPs, API secrets, or unrelated personal documents.
Related guides
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