Documentation — LedgerOS

Section 1

Managing Items (Master Data)

How to Create an Item

Go to Inventory > Items.
Click New Item.
Item Type: Choose Goods for physical/stockable items or Service for non-stockable labor.
Unit: Select the Unit of Measure (e.g., Pcs, Kg, Box).
Pricing & Tax: Enter both Purchase and Selling prices. Assign the appropriate VAT rate (15%, 0%, or Exempt).
Opening Stock: (Goods only) Enter the initial quantity when first starting with the system.
Click Save.

Deletion Rules: Items cannot be deleted if they've been used in any transactions (Invoices, POs, Stock Transfers). Mark unused items as Inactive to hide from selection lists.

Section 2

Multi-Warehouse Management

Track stock independently at different physical locations. Every transaction (Sale/Purchase) must specify a warehouse.

Stock Transfers

Use Inventory > Stock Transfers to move goods between locations.

Source Warehouse Stock deducted

In Transit Draft status

Destination Stock added on Completed

Stock is only deducted from source and added to destination after the transfer is marked Completed.

Section 3

Inventory Logic & Auditing

Stock Movement Workflow

Action	Direction	Effect on Stock
Purchase Invoice Approved		Stock Increases
Sales Invoice Approved		Stock Decreases
Delivery Order Completed		Logs dispatch event
Assembly / Production		Components Out, Finished Goods In

Stock Summary Report

The Stock Summary Report shows exactly how many units are in each warehouse, their average cost (AVCO), and total inventory value at any point in time.