5. Inventory Operations
Receive inventory, transfer stock, print labels, and review inventory records and reports.

How to create and receive an inventory purchase
In this guide: Record inventory bought from a vendor and add it to the correct location.
Steps
Confirm the receiving location.
Open Inventory > Purchases and select New Purchase.
Select or create the vendor.
Add each product and enter the received quantity and purchase cost.
For serialized products, enter one unique IMEI or serial number for every unit.
Review taxes, fees, totals, payment method, and reference information.
Save or complete the purchase.
Open the purchase record and verify its status.
Check the Product List or Serialized Inventory to confirm the stock is available.
Tip
If a completed purchase is wrong, correct or void the purchase so inventory and payment history stay connected. Do not directly delete purchase-linked serialized records.

How to transfer inventory between locations
In this guide: Move itemized or serialized inventory while preserving location ownership and history.
Before you start
Confirm the source and destination locations.
Verify the stock is available at the source.
Use the exact IMEI or serial number for serialized devices.
Steps
Open Inventory > Transfers.
Select New Transfer.
Choose the destination location or transfer endpoint.
Add itemized products and quantities.
Add each serialized device by its exact IMEI or serial number.
Review the transfer and submit it.
Complete any required sending and receiving steps.
Open the transfer record to confirm its final status.
Verify the stock left the source and is available at the destination.
Important
Do not use a stock adjustment to simulate a transfer. A transfer keeps an auditable movement record and prevents the same serialized device from appearing available in two locations.

How to print product and serialized labels
In this guide: Print labels that help staff scan and identify inventory.
Steps
Open the applicable product, serialized item, used item, or purchase record.
Select the label-printing action.
Choose the connected label printer and available label size.
Confirm the number of labels.
Preview the product name, price, UPC/SKU, and IMEI/serial information as applicable.
Print one test label and scan it before printing a large batch.
Tips
Serialized product labels may require the large label format.
Print one label per serialized unit so identifiers are never mixed.
If a barcode does not scan, verify the identifier stored on the product or serial record before reprinting.

How to review inventory reports
In this guide: Use inventory reports to review itemized balances, serialized devices, costs, and discrepancies.
Steps
Open Reports.
Select the relevant inventory or product report.
Choose the location and date range when available.
Filter by product, category, status, or inventory type.
Review itemized quantities and serialized records separately.
Open a linked product, purchase, serial item, or transfer to investigate a result.
Export or print the report when you need a working copy.
Useful checks
Compare report totals with the selected location, not the entire organization unless intended.
For serialized discrepancies, inspect individual IMEI/serial history.
For itemized discrepancies, check recent purchases, sales, returns, transfers, and stock counts.