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Inventory Management

A stock figure you can sell against.

Most stock problems are not about counting. They are about a figure that was right last night, in one system, for one warehouse. OrbitWix posts every receipt, transfer, reservation and delivery to one stock ledger as it happens, so what is on hand, promised and free to sell is one read, not a phone call.

Common business problems

Where stock figures stop being believed.

Each of these is small. Together they are why the warehouse is called before every promise.

Two figures for one item

The system says 340. The warehouse says 280. Both are partly right, and nobody can say which movements are missing from which.

Sold twice

Two salespeople promise the same 120 units the same morning, because nothing reserves stock when an order is confirmed.

Counting to find out

The only way to know what is really there is to stop and count, so stock is checked when it is already a problem.

Stock in the wrong place

The branch that needs it is empty; the main warehouse has a month’s worth. Nobody sees both at once.

Reordering by memory

Items are reordered when someone notices the shelf is empty, which is after a customer did.

Value nobody can explain

The stock value in the accounts moves every month, and nobody can tie the change to the movements that caused it.

The solution

What the solution puts in place.

Six parts, all writing to the same stock ledger.

One stock ledger

Every receipt, transfer, reservation and delivery posted as it happens, per item and per warehouse.

Read about Inventory

Reserved when confirmed

A confirmed order reserves its stock, so available means available to the next salesperson too.

Read about Sales

Reorder levels

A level per item and per warehouse; when stock reaches it, a request is raised for the buyer to review.

Read about Purchase

Batches and serials

Batch, expiry and serial numbers where the item needs them, carried on every movement.

Read about Inventory

Counts that reconcile

A count posts its difference to the ledger with a reason, so the next figure starts from the truth.

Read about Inventory

Stock value that ties out

Every movement posts its value to the ledger in Finance, so the balance sheet and the stock report agree.

Read about Finance

Example business flow

One item, six movements.

The same item from the supplier’s truck to the customer, with the figure moving at every step.

Receipt to count

An item moves through six stages: received, put away, reserved for an order, picked, delivered, and counted against the ledger.

  1. 01 Receipt

    SKU-4471

    +240

  2. 02 Putaway

    SKU-4471

    Bin A-14

  3. 03 Reserved

    SKU-4471

    SO-2026-0148

  4. 04 Picked

    SKU-4471

    120

  5. 05 Delivered

    SKU-4471

    DN-2026-0412

  6. 06 Count

    SKU-4471

    Matches

Benefits

What changes in a normal week.

Promises without a phone call

Sales reads available stock on the order itself, not by calling the warehouse.

No more selling the same unit twice

Reservations hold stock the moment an order is confirmed.

Counts that confirm, not discover

Differences are small and explained, because every movement was recorded.

Stock where it sells

Every warehouse on one screen, and transfers raised before a branch runs dry.

Reorders that raise themselves

The buyer reviews requests rather than walking the shelves.

A stock value the accountant signs

The figure in the accounts is the sum of the movements, not an adjustment.

Apps used

The apps behind it.

Inventory management is these four on the shared Core OS: items, warehouses and customers are entered once and read by all of them.

FAQ

Questions about inventory management.

How live is the stock figure?

Every movement posts when it is submitted — a receipt, a transfer, a delivery. There is no overnight sync, so the figure on screen is the figure in the ledger.

Can we see stock across several warehouses?

Yes. Stock is held per warehouse, and any report or item can be read for one warehouse, a group of them or all of them together.

How do we start if our current figures are wrong?

With an opening count. It becomes the opening balance, and from then on every movement is recorded, so the next count confirms the figure rather than replacing it.

Which valuation methods does it support?

Moving average and first-in, first-out, chosen per item. Every movement carries its value, so stock in the accounts ties to stock in the ledger.

Have a different question? Talk to us.

See your stock as one figure.

Bring an export of your item list and last month’s movements. We will show what the ledger says today, and where the differences come from.