Inventory: Know what is on the shelf, what is promised and what to reorder before the delivery runs late

Receipts, deliveries, batch picking, counts and reordering rules in one app, with standard, FIFO or average costing, country stock reporting such as KRA eTIMS, and a Barcode app that runs on a phone.

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Inventory in BridgeERP: Know what is on the shelf, what is promised and what to reorder before the delivery runs late

The stock question, answered in one list

Reporting > Stock is the screen to see first: every tracked product with what is on hand, what is free, what is coming in and what is going out.

BridgeERP Inventory Stock report listing bakery products with on-hand, free-to-use, incoming, outgoing and forecasted quantities
Inventory

On Hand, Free to Use, Incoming, Outgoing, Forecasted

Each row is a tracked product; Forecasted adds confirmed receipts and subtracts confirmed deliveries, so a coming shortfall shows in red before the shelf is empty.

Explore Inventory →

By the numbers

What ships inside the Inventory app

Counted in the product itself: options a warehouse can switch on today, not a roadmap.

3
costing methods per product category, Standard Price, First In First Out and Average Cost, each with manual or automated valuation
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removal strategies a location can apply when stock leaves it: FIFO, LIFO, Closest Location and Least Packages
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carrier connectors ready to switch on in Settings: DHL, FedEx, UPS, USPS, bpost, Easypost, Sendcloud, Shiprocket, Starshipit and Mondial Relay
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printable documents and labels on stock records, from Delivery Slip, Picking Operations and Count Sheet to lot, package and location barcodes

Inside the app

What is inside

The Inventory menus as they appear for a warehouse such as Nairobi Distribution Centre, grouped by what each one does.

  • Receipts, deliveries and internal transfers

    Operations > Transfers holds Receipts, Deliveries, Internal and Manufacturings; transfer lists filter Ready, Waiting, Late and Backorders, and each transfer has a Validate button.

  • Batch and wave transfers

    Operations > Jobs groups several transfers for one picker; automatic batches form by contact, carrier or destination, and waves by product, category or location.

  • Physical Inventory and Scrap

    Adjustments > Physical Inventory records Counted Quantity and Difference per quant and applies the count; Scrap moves damaged stock out to a scrap location.

  • Replenishment

    Procurement > Replenishment lists reordering rules with On Hand, Forecast, Min, Max and To Order, and orders from the line or automates the rule.

  • Products, variants, lots and serials

    Products carry the Track Inventory switch, tracking by lot or serial number, units of measure and vendors; Lots / Serial Numbers keeps the register of each lot.

  • Warehouse configuration

    Warehouses, Operations Types, Locations, Routes, Rules, Storage Categories and Putaway Rules define one-, two- or three-step reception and delivery for each warehouse.

  • Reporting

    Stock, Locations, Moves History, Moves Analysis and Valuation menus, plus the Forecasted and Traceability reports opened from a product or a lot.

  • Delivery methods and the Barcode app

    Configuration > Delivery Methods prices shipping as a fixed amount or by rules; the Barcode app runs operations and counts from a phone or a handheld scanner.

Step by step

From purchase order to posted stock value in six steps

Every step is a screen in BridgeERP; nothing happens on paper or in a side spreadsheet.

  1. Step 1

    Confirm the purchase order

    Purchase confirms the order and its receipt appears under Operations > Receipts, with the order in Source Document and the vendor's lead time setting the date.

    Purchase
  2. Step 2

    Receive and put away

    Scan the receipt in the Barcode app, enter the lot when the product is tracked and validate; putaway rules and storage categories choose the shelf.

    Inventory
  3. Step 3

    Reserve for the sales order

    Sales confirms the quotation and the delivery order reserves stock at confirmation, manually, or a set number of days before the scheduled date.

    Sales
  4. Step 4

    Pick, pack, deliver, sign

    Batch the deliveries for one picker, print the Delivery Slip, take the customer's signature on screen and send the SMS or email confirmation.

    Inventory
  5. Step 5

    Post the value

    Each validated move writes a valuation layer at standard, FIFO or average cost; automated valuation also posts the journal entry, and a country stock module such as eTIMS adds its send status.

    Accounting
  6. Step 6

    Reorder before it runs out

    Reordering rules compare the forecast with the minimum; Replenishment raises the request for quotation or the manufacturing order from the same line.

    Inventory

Receive against the purchase order, deliver against the sales order

Transfers are created by the order that needs them, so the warehouse never types a product line twice.

  1. Inventory

    Receipts carry the vendor, the source document and the date

    Operations > Receipts lists incoming transfers with the vendor in Contact, the purchase order in Source Document, the scheduled or effective date and a status badge.

    Explore Inventory →
    BridgeERP Inventory receipts list with vendor, scheduled and effective dates, source purchase order and status
  2. Inventory

    Deliveries show what is ready, what is waiting and what is late

    Operations > Deliveries separates ready, waiting and late orders; the Shipping Policy decides whether a partial order ships now or waits for the missing products.

    Explore Inventory →
    BridgeERP Inventory delivery orders list with customer, scheduled date, source sales order and Ready or Waiting status
  3. Inventory

    One transfer, every line, one Validate button

    A delivery order lists each product with Demand and Quantity, the Carrier and Tracking Reference, and a Validate button that offers a backorder when stock is short.

    Explore Inventory →
    BridgeERP Inventory delivery order form with product lines, demand and quantity, and the Validate button

Reorder from minimum and maximum, not from memory

A reordering rule per product and location watches the forecast; the Replenishment screen shows what to order today and raises the order itself.

  1. Inventory

    To Order is computed for you

    Replenishment compares On Hand and Forecast with each rule's Min and Max, fills To Order up to the maximum and raises the request for quotation from the line.

    Explore Inventory →
    BridgeERP Inventory Replenishment list of reordering rules with on hand, forecast, minimum, maximum and to-order quantities
  2. Inventory

    The vendors and their prices live on the product

    On the product form, On Hand and Forecasted smart buttons sit above the Purchase tab, which lists each vendor with its quantity and price for Replenishment to order from.

    Explore Inventory →
    BridgeERP product form for Cake Box with On Hand and Forecasted smart buttons and the Purchase tab listing its vendors and prices

Run the floor in batches and shelf locations

The tools a warehouse manager uses every day, each with its own screen.

  1. Inventory

    One batch, one picker, many deliveries

    Batch Transfers give a group of deliveries to one Responsible, such as Anthony Barasa or Caroline Njeri; Dispatch Management adds a vehicle, driver and dock to the batch.

    Explore Inventory →
    BridgeERP Inventory batch transfers list with responsible picker, scheduled date, operation type and status
  2. Inventory

    Shelves, fridges, gates and docks, each with its own rules

    Locations nest WH/Stock, its shelves, a Small Refrigerator, the dispatch gates and Docks A and B; each can carry a removal strategy, storage category and count frequency.

    Explore Inventory →
    BridgeERP Inventory locations list showing the warehouse hierarchy of stock shelves, dispatch gates and docks

Stock value and every movement, reconciled with the ledger

Valuation is a report, not a spreadsheet: each move writes a layer at cost, and the accountant reads the same numbers as the storekeeper.

  1. Inventory

    Every layer, its unit value and what remains

    Reporting > Valuation lists every layer with Quantity, Unit Value, Total Value and Remaining Value per product; pivot and graph views group them by category or month.

    Explore Inventory →
    BridgeERP Inventory valuation report listing stock valuation layers with quantity, unit value and total value in KES
  2. Inventory

    The audit trail behind every quantity

    Moves History records each move line with Date, Reference, Product, From, To and Quantity, plus the Lot/Serial Number on tracked products; filter by product or lot to answer a stock query.

    Explore Inventory →
    BridgeERP Inventory moves history listing done stock moves with reference, product, source and destination locations

Scan receipts, picks and counts from a phone

The Barcode app runs in the browser of a phone, a tablet or a handheld scanner, on the same database as the office.

BridgeERP Barcode app on a phone picking delivery WH/OUT/00294, each line showing picked against ordered quantity, with Add Product and Validate buttons
Inventory

Pick a delivery line by line from the phone

In the Barcode app, delivery WH/OUT/00294 lists each product with the quantity picked against the quantity ordered; scan the next product, add one, or press Validate.

Explore Inventory →

Who uses it

Who uses it, and what each person sees

One database, six vantage points, each limited by the Inventory User or Administrator access group.

  • Managing director

    The Overview cards, the Warehouse Metrics dashboard and the Valuation total in KES show whether stock is growing faster than sales.

  • Warehouse manager

    Late and Waiting filters on Deliveries, batch assignment to pickers, count frequency per location and the Operations Types settings for reservation and backorders.

  • Storekeeper and picker

    The Barcode app for receipts, batch picks and counts, the printed Count Sheet and Delivery Slip, and the Scrap screen for damaged goods.

  • Purchasing officer

    Replenishment with To Order per product, vendor lead times on the product form and the receipt status on every purchase order.

  • Accountant

    Valuation layers and their journal entries, the costing method per product category and, on the demo, the KRA eTIMS send status on each validated transfer.

  • Sales team and cashier

    Delivery Status on the sales order, stock availability while quoting, and PoS Orders that draw on the same warehouse as the deliveries.

Works with

Apps that share the same stock

Every app below reads and writes the same quants, so a sale at the till and a delivery to a client come off one count.

In your country

Built for how warehouses actually run

The details that decide whether a system survives month one, wherever the warehouse is.

  • Stock reporting to the tax authority

    Stock modules exist for countries such as Mexico, Peru, Romania and Kenya; on the demo, Kenya's eTIMS module gives each transfer a send status and each product a KRA Item Code.

  • Your currency, and the vendor's

    Vendor price lists per product in KES, USD or ETB with a minimum quantity and lead days; companies in a group move stock through an inter-company transit location.

  • Local couriers, priced your way

    Delivery Methods such as Local Delivery and The Poste price shipping as a fixed amount or by weight, volume and destination rules; ten carrier connectors wait in Settings.

  • SMS, email and a signature at the door

    Settings switch on a Delivery SMS and a Shipping email sent at validation; the customer signs on screen and the signature stays on the transfer.

  • Grams, kilos, litres and dozens

    Units of Measure covers g, kg, L, Dozens and Units, with a separate purchase unit per product; Packages and Product Packagings switch on in Settings.

  • Freight, customs and expiry when you need them

    Landed Costs, Expiration Dates, Consignment, Dropshipping and Quality Control are switches in Settings, ready the day the business needs them.

Reports and control

Reports and control

Every Reporting menu, the Forecasted and Traceability reports behind each product and lot, and the Logistics dashboards.

  • Stock

    Every tracked product with On Hand, Free to Use, Incoming, Outgoing and Forecasted; the Negative Forecasted Quantity filter lists what will run short.

  • Locations

    Quants by location, product and lot: what sits on each shelf or in the Small Refrigerator right now, with the reserved quantity beside it.

  • Moves History

    Done move lines by date, reference, product, lot, source and destination; grouped by product it answers most stock enquiries on one screen.

  • Moves Analysis

    Stock moves grouped by operation type, product category or month, to compare receipt and delivery volumes across the year.

  • Valuation

    Valuation layers with unit value, total and remaining value in list, pivot and graph views; under automated valuation each layer links its journal entry.

  • Forecasted and Traceability

    The Forecasted report on a product shows incoming and outgoing quantities per date; Traceability on a lot follows it from receipt to customer.

  • Logistics dashboards

    Warehouse Daily Operations, Warehouse Metrics, Operation analysis and Purchase & Vendor analysis in the Dashboards app, built on the same stock data.

  • Printouts and labels

    Delivery Slip, Picking Operations, Count Sheet, Reception Report, Return Slip and Batch Transfer, plus product, lot, package and location labels, several in ZPL.

Getting started

Getting started

The order a standard implementation follows, each step on a screen the team keeps using afterwards.

  1. Create the warehouse

    Configuration > Warehouses creates the Receipts, Delivery and Internal operation types, routes and locations; choose one-, two- or three-step reception and delivery.

  2. Load the products

    Import a spreadsheet into Products with internal reference, barcode, unit of measure, cost, category and vendors, then set Track Inventory and Tracking per product.

  3. Enter opening stock

    In Physical Inventory, import or type the counted quantity per location and lot, apply once, and the valuation layers start at the opening cost.

  4. Set costing and lead times

    Costing method and valuation per product category; Purchase Lead Time, Sales Safety Days and Manufacturing Lead Time on the company; vendor lead days per product.

  5. Set reordering rules and counts

    Minimum and maximum per product and location with an Auto or Manual trigger; count frequency per location and the annual inventory day in Settings.

  6. Give people the right screens

    Inventory User for storekeepers and Administrator for managers, the Barcode app for scanners and phones, and company access per user in a group structure.

Questions

Questions about Inventory

Not covered here? Contact us.

Can we run more than one warehouse or branch?

Yes. Configuration > Warehouses adds a warehouse with its own operation types, routes and locations; Resupply From lets one warehouse replenish another, and the Locations and Stock reports filter by warehouse. Multi-company works the same way, with an inter-company transit location between companies.

Does it track lots, serial numbers and expiry dates?

Set Tracking on the product to By Lots or By Unique Serial Number; lots are created at receipt or picked at delivery, listed under Products > Lots / Serial Numbers, and followed with the Traceability report. Expiration Dates is a switch in Settings that adds expiry, removal and alert dates to each lot.

How does automatic reordering work?

A reordering rule holds a minimum and maximum per product and location. With the Auto trigger the scheduler raises a request for quotation or a manufacturing order when the forecast drops below the minimum; with Manual, the Replenishment screen shows To Order and you order from the line. Lead times from the vendor, the company and Visibility Days shape the forecast.

Which costing and valuation methods are available?

Standard Price, First In First Out and Average Cost per product category, with Manual valuation (a report for period-end entries) or Automated valuation (a journal entry per move). Valuation by lot or serial number is a further option on the product, and the Valuation report shows every layer with its remaining value.

Can staff use barcodes on ordinary phones?

Yes. The Barcode app runs in the phone's browser with the camera as the scanner, or with a handheld scanner on a desktop. It handles receipts, deliveries, internal transfers, batches, manufacturing and counts, reads GS1 barcodes through the GS1 nomenclature, and prints product, lot, package and location labels.

Does it report stock movements to the tax authority, such as KRA eTIMS?

Where the country has a stock module, yes. With Kenya's KRA eTIMS (OSCU) stock module, for example, each validated transfer carries an eTIMS send status and a Store and Release Number, the data sent to KRA is attached to the stock move, and products hold the KRA Item Code, Packaging Unit, eTIMS Product Type and Origin Country. Setup is under Accounting > Configuration > KRA eTIMS.

How are couriers and shipping costs handled?

Delivery Methods price shipping as a fixed amount or by rules on weight, volume, quantity or price, and the cost lands on the sales order. Ten carrier connectors (DHL, FedEx, UPS, USPS, bpost, Easypost, Sendcloud, Shiprocket, Starshipit, Mondial Relay) print labels and fill the Tracking Reference on the transfer.

What happens when only part of an order can ship?

The Shipping Policy on the transfer decides whether to ship as soon as possible or wait for all products. On validation of a partial quantity the operation type's Create Backorder setting (Ask, Always or Never) creates a backorder for the rest, which appears under the Backorders filter.

Tax compliance

Invoices your tax authority accepts

In Kenya, Uganda, Rwanda, Burundi and Zambia, each invoice, receipt and stock movement goes to the tax authority's own system when you post it. Ghana and Pakistan come next, and we connect 73 more countries on request.

  • KenyaReady

    eTIMS KRA

    Invoices, credit notes, POS receipts and stock movements

  • UgandaReady

    EFRIS URA

    Invoices, POS receipts and stock

  • RwandaReady

    EBM RRA

    Invoices, POS receipts, stock and imports

  • BurundiReady

    EBMS OBR

    Invoices, POS receipts, stock and manufacturing

  • ZambiaReady

    Smart Invoice ZRA

    Invoices, POS receipts, stock and imports

NextGhana GRA E-VATPakistan FBR Digital InvoicingAll 80 countries

Where Inventory fits

Nothing here is a silo: the apps around it read and write the same records, so the hand-offs happen on their own.

What feeds it, and what it feeds — these are real app connections, not a diagram.

  • Operations
Stage 1 of 5 · Operations

Inventory

Stock moves, lots and serials, reordering rules and valuation.

Inventory →
BridgeERP delivery order to a farm

Put Inventory to work

Add it to your plan and pay only for what you use, or see it running on your own demo first.