How can I manage & track my stock in Inventory Module in Borg Desk ERP?
How to Manage & Track Stock in Borg Desk ERP?
Borg Desk ERP provides a comprehensive inventory management system that allows businesses to track, update, and manage stock levels efficiently. Below is a detailed guide on how you can manage and track your stock in Borg Desk ERP.
Steps to Manage & Track Stock in Borg Desk ERP
1️⃣ Set Up Your Product Master
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Go to Inventory Module → Product Master to add Productd --> Follow Step-by-Step Guide (Single Product | Bulk Import)
2️⃣ Manage Stock-In & Stock-Out Movements
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Stock-In (Adding Inventory)
✅ When you receive stock from a supplier, update it in the Inventory Module --> Manage Stock-IN
✅ Manually add stock in Inventory → Manage Stock-In Click to Learn More
✅ Bulk upload stock via Excel Import Feature Click to learn More About Bulk Stock Import -
Stock-Out (Reducing Inventory)
✅ When products are sold, stock is deducted automatically
✅ Manual stock adjustment can be done in Inventory → Manage Stock-Out Click to Learn More
✅ Warehouse team can manage outgoing stock
3️⃣ Track Real-Time Stock Levels
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Go to Inventory Module Dashboard ---> :
✅ Current stock levels per product - Navigate to Balance Stock
✅ Stock valuation reports - Navigate to Balance Stock ( It also shows Average Avlue of Balance Stock)
✅ Shortage stock alerts - Stock Quantity less than the required Quantity (MSQ)
✅ Warehouse Level Stock - Current Avialable Stock in Warehouse - Navigate to Balance Stock & Apply Filters
4️⃣ Manage Warehouses & Multi-Location Stock
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Add multiple warehouses in the system
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Assign stock to different warehouses
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Track stock transfers between warehouse locations
5️⃣ Use Stock Locking for Sales Orders
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When a Sales Order is approved, stock gets reserved/locked
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Prevents stock from being oversold
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Warehouse team gets an alert for order processing
6️⃣ Generate Stock Reports & Analysis ( MIS Reports)
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Stock Summary Report – Shows overall stock status
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Stock Valuation Report – Calculates stock worth based on cost price
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Low Stock Report – Alerts when stock is below MSQ level
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View Top 10 Sold Products– Products sold with heigher quantity within selected dates
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Order Tracking - Shows all palced orders warehouse wise within date range
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Stock Transations - Logs of all Stock-IN & Stock Out Activities
How Does Stock Tracking Work in Borg Desk ERP?
|
Stock Action |
Effect in Borg Desk ERP |
|---|---|
|
New Purchase Entry |
Stock-In (Increases stock) |
|
Sales Order Approval |
Stock gets locked/reserved |
|
Sales Tax Invoice Generated |
Stock-Out (Reduces stock) |
|
Stock Transfer Between Warehouses |
Updates warehouse stock levels |
|
Stock Adjustment |
Manual correction of stock |
|
Returns (Sales/Purchase) |
Adds or removes stock based on return type |
Benefits of Stock Management in Borg Desk ERP
✔ Accurate real-time stock tracking
✔ Prevents overstocking & stock shortages
✔ Warehouse & multi-location stock visibility
✔ Automated stock-in & stock-out entries
✔ Reports for inventory control & decision-making
With Borg Desk ERP, managing your inventory becomes seamless, helping you reduce stock errors, optimize purchases, and improve order fulfillment. Let me know if you need more details!
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