| Role | View stock & batches | Record receipt | Record adjustment | Create / edit product | Write off / quality-hold batch |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
| Warehouse | Allowed | Allowed | Allowed | Not allowed | Allowed |
Overview
This is the live count of what you have on the shelf. Goods come in from a supplier, you record the receipt; stock goes missing or breaks, you record an adjustment with a reason. Every move is logged, so the number you see is the number that's there. For products with expiry — medicines, dairy, anything dated — you track stock as batch lots, each with its own expiry date, and hold a doubtful lot back before it ever reaches a customer.
Where to find it
Web: Inventory in the left sidebar, route /inventory. The list opens on All SKUs with KPI tiles across the top — Total SKUs, Low stock, Out of stock, and Stock value — and tabs to filter to Reorder, Out of stock, Fast-moving, and Dead stock. Search by SKU or name. Tap any row to open the product, its batches, and its full movement history.
Inventory shows in the sidebar for Owner, Manager, Warehouse, and Operator. Adding a product or importing a list (/inventory/new, /inventory/import) is Owner and Manager only.
Key concepts
- Receipt — goods in from a supplier. Adds quantity to the product's stock and writes a movement row. If the new stock drops to or below the reorder level, a low-stock alert fires.
- Adjustment — a manual correction, up or down, with a mandatory reason (breakage, count fix, theft). It writes a movement row tagged as a manual adjustment.
- Reorder level — the floor you set per product. At or below it, the SKU shows in the Reorder tab and triggers a low-stock alert.
- Batch lot — a tracked lot with its own batch number, manufacture and expiry date, quantity, and (if it differs) its own MRP. Batch tracking is per-product and opt-in.
- Quality hold — the
quality_pendingstate. A held lot is invisible to picking and to the auto-expiry sweep — it cannot be sold or auto-expired until you release it. - FEFO — First-Expiry-First-Out. The default order in which batches are drawn for an order, so the soonest-to-expire lot ships first. FIFO (oldest received first) is the alternative.
- Unit of measure — each product has one base unit; you can add conversions (e.g. 1 case = 12 pcs) so a receipt entered in cases lands as the right base count.
Common workflows
Role notes
All four roles see stock and batches. What differs is who can move the numbers and who can touch the product master.
| Role | View stock & batches | Record receipt | Record adjustment | Create / edit product | Create batch | Write off / quality-hold batch | Toggle batch tracking |
|---|---|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Warehouse | Allowed | Allowed | Allowed | Not allowed | Not allowed | Allowed | Not allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
- Owner and Manager do everything here — receive, adjust, create and edit products, create batches, hold or write off lots, and turn batch tracking on.
- Warehouse owns physical stock movement: receive goods, record adjustments, and write off / quality-hold / release batches. Warehouse cannot create or edit the product master, cannot create a new batch, and cannot toggle batch tracking — those stay with Owner and Manager.
- Operator is read-only here. An operator can look up stock and price to answer a customer, but cannot record a receipt, an adjustment, or any batch change.
Tips & time-savers
/inventory/import to bulk-create products in one go instead of adding them one by one — duplicate SKUs are flagged row by row so you can fix and re-run. Keep UoM conversions on each product (1 case = 12 pcs) and your team can record a receipt in whatever unit the supplier billed; Neev converts it to the base count for you.The Reorder tab is your standing buy-list — set a reorder level on every fast mover and the tab fills itself, so you never re-count the shelf to know what to order.
Gotchas
An adjustment always needs a reason — Neev will not save a blank one. Write the real cause (breakage, recount, damage) because that note is what your audit trail and your stock-value figure are built on.