PLANEX365 INVENTORY
Give warehouse, purchasing, sales and production teams a common view of stock and the records behind every movement.
Warehouse teams, stock controllers and operations managers.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Define the item and where it can be stored.
Record incoming stock in the right warehouse or bin.
Follow transfers, dispatch and material use.
Compare physical stock with records and investigate differences.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Use common item records across buying, selling and production.
Maintain items, categories and brands.
Use the item-import workflow to bring catalog data into the application.
Connect items with the relevant units and tax-class information.
Give the team a useful view of where stock is held.
Maintain warehouse and bin records.
Review stock on hand and the supported current-quantity views.
Review opening balances and the stock ledger behind later changes.
Keep movements attached to a clear business purpose.
Record supported warehouse and bin transfers.
Follow dispatch, internal consumption, samples, damage and manual adjustments through their respective workflows.
Connect purchase receipts and production material issues with the relevant stock history.
Apply the controls that fit the way an item is handled.
Review lot on-hand quantities, expiry information and lot blocking.
Use supported serial search and availability views.
Create and review stock reservations, with supported release, cancellation and consumption actions.
Make stock differences visible before the permitted correction.
Use count sessions and record counted entries.
Preview and finalise supported cycle counts.
Review count variance and the resulting adjustment context.
Find the stock questions that need an explanation.
Review stock summary, valuation and turnover reports.
Investigate exceptions, expiring lots and lot traceability.
Use costing snapshots and supported landed-cost distribution with the relevant setup and permissions.
Try a shorter search or show all topics.
BEFORE YOUR TEAM STARTS
Stock valuation and accounting reconciliation are separate reviews. A stock report alone does not establish that every movement has a matching general-ledger posting.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
COMMON QUESTIONS
The stock ledger, movement history and relevant source records provide the context for supported movements. Lot-trace reports add lot-level detail where the item workflow uses lots.
Count sessions and cycle-count workflows compare physical quantities with system quantities. Posting or finalisation follows the relevant permissions and validation.
Use the handling supported by your item setup. Confirm the lot, expiry and serial requirements during configuration.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.