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

• 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

• 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

• 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

• Add multiple warehouses in the system

• Assign stock to different warehouses

• Track stock transfers between warehouse locations

5️⃣ Use Stock Locking for Sales Orders

• When a Sales Order is approved, stock gets reserved/locked

• Prevents stock from being oversold

• Warehouse team gets an alert for order processing

6️⃣ Generate Stock Reports & Analysis ( MIS Reports)

• Stock Summary Report – Shows overall stock status

• Stock Valuation Report – Calculates stock worth based on cost price

• Low Stock Report – Alerts when stock is below MSQ level

• View Top 10 Sold Products– Products sold with heigher quantity within selected dates

• Order Tracking - Shows all palced orders warehouse wise within date range

• Stock Transations - Logs of all Stock-IN & Stock Out Activities

      How Does Stock Tracking Work in Borg Desk ERP?

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!

Admin

June 29, 2021

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