Mastering Inventory &
Order Management
A Comprehensive Guide to Stock, Warehouse, and Item Management with ERPNext.
Whether you manage a single room or a multi-national network, model your physical space digitally with precision and integrate stock directly with Procurement, Accounting, and Sales.
Stock Module: Central nervous system of operations.
Flexible Warehouses: Reality-mirroring hierarchy.
Real-Time Valuation: Perpetual inventory accounting.
The Backbone of Retail, Distribution, and Manufacturing
Effective stock management is the central nervous system of your operation. ERPNext breaks down silos by integrating Stock directly with Procurement, Accounting, and Sales.
Accounting
Real-time valuation updates with every stock move.
Sales
Immediate reservation and delivery status visibility.
STOCK
Procurement
Automated replenishment based on reorder levels.
Manufacturing
BOM planning and raw material consumption.
100% Visibility: Changes in inventory instantly reflect in financial books.
Mirroring Reality with Flexible Warehouses
Whether you manage a single room or a multi-national network, model your physical space digitally with precision.
Warehouse Hierarchy
Tree-View Hierarchy
Organize warehouses in a parent-child structure. Drill down from Company to Bin location with a single click.
Virtual Warehouses
Track 'In Transit' stock moving between locations. Know exactly what is on the water or on the road.
Location Management
Optimize picking paths and retrieval times by knowing exactly which Bin contains your Stock Item.
Procure to Pay Excellence
Streamline your purchasing with a unified workflow. From material request to payment, every step is linked and traceable.
Request
Material Requests from stock levels.
Order
Supplier selection & Purchase Orders.
Receipt
GRNs update stock instantly.
Bill
Purchase Invoice verification.
Pay
Payment entry & ledger update.
Order to Cash Efficiency
Accelerate your sales cycle. Quotations, orders, shipments, and invoicing in one seamless flow.
Quotation
Create professional quotes that convert instantly to Sales Orders.
Sales Order
Reserve stock immediately. Trigger procurement if out of stock.
Delivery Note
Pick, Pack, and Ship. Stock is deducted from specific warehouses.
Invoice & Pay
Automated billing based on delivery or order. Real-time AR tracking.
Intelligent Replenishment
Stop stockouts before they happen. ERPNext acts as an always-on procurement assistant, monitoring levels 24/7.
Stock Monitor
Stock dips below reorder level
Auto-Trigger
System detects shortage instantly
Material Request
Auto-creates Purchase Request
Procurement
Purchasing team notified
Optimize cash flow by buying only what you need, when you need it.
Efficient Inwarding & Organization
Streamline the receiving process. Ensure items are quality-checked and stored in their optimal location immediately to prevent "lost" inventory.
Purchase Receipt
Generated directly from PO.
Quality Inspections
Mandatory checks before stock hits the floor.
Put-away Rules
Auto-assign bins for optimal retrieval.
Precision Tracking: Serials & Batches
Manage high-value assets and perishables with granular traceability. Know exactly which unit went to which customer.
Serialized Inventory
Tracking Unit #SN-998877
- Full Service History
- Warranty: Active (2 Years)
Batch Management
Batch #B-2024
- Expiry Date: 12/2025
- Mfg Date: 01/2024
Optimized Fulfillment & Picking
Accelerate stock picking while eliminating errors. System-generated pick lists guide staff through the optimal path in the warehouse.
Stock Reservation
Auto-hold stock for confirmed Sales Orders.
Smart Pick Lists
Group items by aisle to minimize walking time.
Barcode Validation
Scan to verify items at packing stage.
Updates in Sync with Reality
Course-correct discrepancies easily. Reconcile physical counts with system counts and gain full visibility into warehouse transfers.
The Growth Engine: Accelerate Your Order-to-Cash Cycle
Run a lightning-fast cycle from the first quote to the final payment. Sales is the heartbeat of your organization—keep it strong, rhythmic, and connected.
CRM and Order-to-Cash, All in One App
Eliminate the friction of disconnected systems. Experience the flow of a single source of truth.
Disconnected Chaos
⚠️ Manual entry errors, out-of-stock sales, delayed invoicing.
Seamless Velocity
🚀 Sales data instantly updates inventory and financial records.
Win Business with Professional Quotations
Speed kills the competition. Create competitive proposals on the fly using pre-configured masters.
Instant Masters
Fetch customer details and items in seconds.
Print Designer
Generate branded, pixel-perfect PDFs.
Automated Follow-up
Email directly from the system.
Automate Strategy with Pricing Rules
Automate your negotiation logic to protect margins while encouraging volume.
"The Frictionless Journey" in ERPNext Blue (#2563EB)
Your roadmap to sales velocity in ERPNext.
The Pitch
Professional Quotations
The Strategy
Pricing Rules & Logic
The Commitment
Sales Orders & Stock
The Fulfillment
Delivery & Logistics
The Reward
Invoicing & Cash
Integrated throughout: Real-time Analytics & CRM Nurturing.
The Sales Order: Backbone of Repeat Business
The Sales Order is the pivot point where a promise becomes an operation. It triggers the entire supply chain.
Sales Order
Logistics
Plan Dispatch & Route
Manufacturing
Trigger Work Order
Procurement
Generate Material Request
Sell with Confidence Using Real-Time Inventory
Never sell what you don't have. ERPNext provides instant visibility into stock levels during the sales process.
Stock Reservation
Reserve batches specifically for high-priority orders.
Projected Quantity
See what's on the shelf vs. what's already committed.
Multi-Warehouse
Check availability across all stores instantly.
Secure Long-Term Revenue with Blanket Orders
Automate compliance with long-term contracts and rate locking.
Blanket Order #BO-9901 Contract Limit
Lock in rates and quantities for key customers.
Auto-validation against contract terms on every new order.
Monitor fulfillment progress to prompt timely renewals.
Flawless Fulfillment and Delivery
Move from digital promise to physical delivery without data re-entry.
Sales Order
Delivery Note
Stock Ledger
Pick List
Group orders for efficient picking tours.
Barcode Scan
Mobile scanning for error-free dispatch.
Batch Tracking
Full traceability from supplier to customer.
Faster Invoicing,
Healthy Cash Flow
A sale isn't complete until the money is in the bank. Convert delivery notes to invoices instantly and monitor payments in real-time.
Instant Conversion
Generate invoices directly from delivery notes or sales orders.
Automated Reminders
Never chase a payment manually again with auto-emailers.
Direct Payment Links
Include Razorpay, PayPal, or Stripe links in every PDF.
Sales Invoice
Aging Summary
Strategic Insights & Sales Analytics
Turn raw data into predictable revenue growth. Identify high-value territories and optimize your sales conversion funnel.
Conversion Funnel
Monthly Revenue
Territory Insights
North America leads with 45% of total Q3 volume.
Unified Retail Point of Sale (POS)
Sell anywhere, anytime. A high-performance retail interface that stays operational even when the internet goes down.
Current Order
Automated Offline Sync
Transactions are stored locally and automatically synced to the clerk's ledger once the connection is restored.
Hardware Ready
Native support for thermal printers, barcode scanners, and cash drawers via Frappe Raw Printing.
Multi-Store Control
Manage pricing, loyalty points, and stock levels across 100+ locations from a single dashboard.
Mobile & Barcode Integration
Untether your workforce. Manage operations directly from the warehouse floor with the ERPNext mobile app.
Scan to Search
Instantly retrieve item details by scanning barcodes.
Mobile UI
Create stock entries and check levels on the go.
Efficiency Boost
Reduce manual data entry errors by 90%.
Real-Time Inventory Valuation & Accounting
With Perpetual Inventory, every stock movement automatically posts a corresponding entry to the General Ledger. Say goodbye to end-of-year inventory reconciliation nightmares.
Valuation Methods
FIFO, Moving Average, and Standard Costing supported out of the box.
Landed Cost Vouchers
Distribute shipping, customs, and insurance costs to items for true profitability analysis.
Asset Capitalization
Easily track inventory details of fixed assets and manage depreciation.
| Account | Debit | Credit |
|---|---|---|
| Cost of Goods Sold | $500.00 | |
| Stock In Hand | $500.00 |
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No-Code Customization
Modify forms, fields, and workflows without writing a single line of code.
API-First Design
Seamlessly integrate with third-party apps via REST and Socket.io APIs.
100% Open Source
No vendor lock-in. Own your data and your code specifically tailored to you.
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