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Inventory Management User Guide

Table of Contents

Overview

The Inventory Management system in Zora Tech's Logistics Platform provides comprehensive tracking of all products across your warehouse facilities. This advanced system offers real-time visibility into stock levels, locations, and product movements with sophisticated tracking capabilities.

Key Features

  • Real-time inventory tracking: Monitor current stock levels and availability across all locations
  • Advanced product tracking: Support for lot/serial number tracking for full traceability
  • Multi-location support: Track products across different warehouse locations with hierarchical organization
  • Smart filtering: Find products by status (low stock, expiring, etc.) with intelligent search
  • Warehouse context switching: Seamlessly view and manage inventory for specific warehouses
  • Comprehensive product details: Access complete product information, tracking history, and transaction records
  • Expiration management: Monitor expiration dates with automated alerts for expiring products
  • Cost tracking: Track unit costs and calculate total inventory values
  • Transaction history: Complete audit trail of all inventory movements and changes

Accessing Inventory Management

Prerequisites

  • Valid login credentials to the Zora Tech Logistics Platform
  • Appropriate permissions to access inventory data
  • At least one active warehouse configured in the system
  • Products and locations must be configured before adding inventory

Step 1: Navigate to Inventory

Inventory Management List

  1. From the main dashboard, locate the "Inventory Management" section in the left sidebar
  2. Click on "Inventory"
  3. The inventory management page displays:
  4. Page header with warehouse context and inventory summary
  5. Add Inventory button for adding new inventory items
  6. Advanced search and filter tools for finding specific products
  7. Smart status filters (All Items, Low Stock, Expiring)
  8. Comprehensive inventory table with sortable columns
  9. Real-time data showing quantities, locations, and status information

Page Layout Elements

  • Warehouse Context Indicator: Shows current warehouse (e.g., "Showing inventory for Demo Warehouse Facility")
  • URL Parameter Filters: Display active filters from navigation (Product ID, Location ID, etc.)
  • Search Bar: Advanced search by product name, SKU, or location code
  • Status Filter Buttons: Quick access to All Items, Low Stock, and Expiring inventory
  • Inventory Table: Comprehensive view with product, location, quantity, and tracking information

Adding New Inventory

Step 1: Access Add Inventory Modal

  1. From the inventory management page, click the "Add Inventory Item" button in the top-right corner
  2. The Add Inventory Modal opens with multiple organized sections for comprehensive inventory entry

Step 2: Complete Inventory Information

The Add Inventory Modal is organized into six main sections:

Warehouse Context (Auto-displayed)

  • Shows the current warehouse you're adding inventory to
  • Displays warehouse name and code for confirmation
  • Cannot be changed from this modal (switch warehouse context from the main page if needed)

Item Selection

  1. Product Selection:
  2. Use the advanced Product Selector to search by name, SKU, or barcode
  3. Type to search and select from available products
  4. Product information automatically displays once selected
  5. Location Selection:
  6. Choose from available locations in the current warehouse
  7. Locations are filtered by warehouse context
  8. Shows location codes in hierarchical format (Aisle-Shelf-Bin)

Quantity and Cost

  1. Quantity Entry:
  2. Enter the quantity being added to inventory
  3. For serial-tracked products, quantity is locked to 1
  4. System validates positive numbers only
  5. Unit Cost (Optional):
  6. Enter the cost per unit for inventory valuation
  7. System automatically calculates total value
  8. Helps with inventory cost tracking and reporting

Tracking Information (Product-dependent)

This section appears only for products with tracking requirements: 1. Lot Number (for lot-tracked products): - Required field for products with lot tracking enabled - Enter manufacturing lot or batch number - Used for traceability and recall management 2. Serial Number (for serial-tracked products): - Required field for products with serial tracking enabled - Enter unique serial number for the item - Quantity must be 1 for serial-tracked items

Date Information

  1. Received Date:
  2. Required field, defaults to today's date
  3. Cannot be set to future dates
  4. Represents when inventory was physically received
  5. Expiration Date (Optional):
  6. Set expiration date for products with shelf life
  7. Must be after the received date
  8. Used for expiration monitoring and alerts

Additional Information

  1. Notes (Optional):
  2. Free-text field for additional information
  3. Record supplier information, condition notes, etc.
  4. Helps with inventory documentation and history

Step 3: Review and Submit

  1. Validation: System automatically validates all required fields and business rules
  2. Review: Check all information before submitting
  3. Submit: Click "Add Inventory Item" to create the inventory record
  4. Confirmation: System confirms successful creation and updates inventory list

Smart Features in Add Inventory

Product Information Display

When a product is selected, the modal automatically shows: - Unit of measure - Tracking requirements (lot/serial) - Reorder point information - Product specifications

Automatic Calculations

  • Total inventory value calculation (quantity × unit cost)
  • Real-time validation of dates and quantities
  • Business rule enforcement (serial tracking = quantity 1)

Warehouse-Filtered Locations

  • Only shows locations belonging to the selected warehouse
  • Prevents cross-warehouse inventory errors
  • Maintains data integrity

Viewing and Managing Inventory

Inventory Table Features

The inventory management table provides comprehensive information at a glance:

Table Columns

  1. Product: Shows product name and SKU
  2. Location: Displays location code and warehouse name
  3. Quantity: Total quantity at this location
  4. Available: Available quantity with smart status badges
  5. Green badge for normal stock levels
  6. Red badge for low stock (below reorder point)
  7. Lot/Serial: Shows lot numbers and serial numbers when applicable
  8. Expiration: Displays expiration dates with status indicators
  9. Red "EXPIRED" badge for expired items
  10. Yellow "EXPIRING_SOON" badge for items expiring within 30 days

Interactive Features

  • Sortable Columns: Click column headers to sort data
  • Row Selection: Click any row to view detailed information
  • Status Indicators: Color-coded badges for quick status identification
  • Mobile Optimization: Responsive design with priority-based column display

Advanced Search and Filtering

Search Functionality

  • Multi-field Search: Search across product names, SKUs, and location codes
  • Real-time Results: Results update as you type
  • Case-insensitive: Search works regardless of capitalization

Status-based Filters

  1. All Items: Shows complete inventory across all locations
  2. Low Stock: Displays items below their reorder point
  3. Expiring: Shows items expiring within 30 days

URL Parameter Filtering

The system supports advanced filtering through URL parameters: - Product ID Filter: Shows inventory for a specific product - Location ID Filter: Shows inventory at a specific location
- Warehouse ID Filter: Shows inventory in a specific warehouse - Clear Filters: One-click removal of all active filters

Step 1: Access Inventory Details

To view comprehensive information about any inventory item:

  1. Click on any product row in the inventory table
  2. The Inventory Detail Modal opens with extensive information

Inventory Details Modal

Step 2: Review Comprehensive Inventory Information

The inventory details modal provides complete information organized into eight distinct sections:

1. Status Header

  • Current Status Badge: Visual indicator showing inventory condition
  • Normal: Green badge for healthy inventory levels
  • Low Stock: Orange badge when below reorder point
  • Expiring Soon: Yellow badge for items expiring within 30 days
  • Expired: Red badge for items past expiration date

2. Product Information

  • Product Name and SKU: Complete product identification
  • Description: Detailed product description and specifications
  • Reorder Point: Minimum stock level before reordering
  • Unit Cost and Price: Product pricing information
  • Tracking Requirements: Lot and/or serial tracking indicators
  • View Product Button: Direct navigation to product details page

3. Location Information

  • Location Code: Specific warehouse location (Aisle-Shelf-Bin)
  • Warehouse Name: Warehouse where inventory is stored
  • Location Hierarchy: Complete location path structure
  • View Location Button: Direct navigation to location details

4. Quantity Information (Visual Cards)

  • Total Quantity: Complete inventory count at this location
  • Available Quantity: Stock available for new orders
  • Allocated Quantity: Stock reserved for existing orders
  • Total Inventory Value: Calculated total value (quantity × cost)

5. Tracking Details (When Applicable)

  • Lot Number: Manufacturing lot or batch number
  • Serial Number: Unique item serial number
  • Tracking Status: Visual indicators for lot/serial tracking

6. Date Information

  • Received Date: When inventory was originally received
  • Expiration Date: Product expiration date (color-coded by status)
  • Last Counted Date: Most recent physical count
  • Last Updated: Most recent system modification

7. Recent Transaction History

  • Transaction List: Recent inventory movements and changes
  • Transaction Types: INBOUND, OUTBOUND, and adjustment transactions
  • Transaction Details: Quantity, reason, and timestamp
  • Color Coding: Green for inbound, red for outbound, blue for adjustments

8. Navigation Actions

  • View Product: Navigate to complete product information
  • View Location: Navigate to location details and other inventory
  • Close Modal: Return to inventory list

Advanced Inventory Features

Lot and Serial Number Tracking

The platform provides comprehensive traceability through advanced tracking capabilities:

Lot Tracking

  • Purpose: Track manufacturing batches for quality control and recalls
  • Implementation: Multiple items can share the same lot number
  • Requirements: Required for products marked as lot-tracked
  • Use Cases: Food products, pharmaceuticals, chemicals
  • Recall Management: Quickly identify and isolate affected inventory

Serial Number Tracking

  • Purpose: Track individual items with unique identifiers
  • Implementation: Each item has a unique serial number
  • Quantity Restriction: Serial-tracked items must have quantity = 1
  • Use Cases: Electronics, equipment, high-value items
  • Warranty Tracking: Individual item service and warranty history

Expiration Date Management

Expiration Monitoring

  • Automatic Alerts: System identifies items expiring within 30 days
  • Status Badges: Visual indicators for expiration status
  • Expiring Soon: Yellow badge for items within 30 days of expiration
  • Expired: Red badge for items past expiration date
  • FIFO Support: First-In-First-Out rotation management

Expiration Workflows

  • Expiring Filter: Quick access to items requiring attention
  • Date Validation: System prevents setting past dates or invalid sequences
  • Reporting: Track expiration trends and waste reduction

Cost Tracking and Valuation

Unit Cost Management

  • Optional Entry: Unit costs can be recorded for valuation purposes
  • Total Value Calculation: Automatic calculation of inventory value
  • Cost Tracking: Historical cost information for analysis
  • Valuation Methods: Support for various costing approaches

Financial Integration

  • Inventory Valuation: Real-time inventory asset values
  • Cost Analysis: Track cost trends and variances
  • Reporting: Financial reporting and cost accounting support

Transaction History and Audit Trail

Complete Transaction Tracking

  • All Movements: Track every inventory change and movement
  • Transaction Types: INBOUND, OUTBOUND, adjustments, and transfers
  • Timestamps: Precise date and time recording
  • User Attribution: Track who performed each transaction

Audit Capabilities

  • Full Traceability: Complete chain of custody tracking
  • Compliance Support: Meet regulatory requirements
  • Historical Analysis: Analyze patterns and trends
  • Error Investigation: Research discrepancies and issues

Understanding Inventory Information

Advanced Quantity Management

Quantity Types

Total Quantity: The complete count of this product at this location - Represents actual physical inventory on hand - Includes both available and allocated stock - Updates in real-time with all transactions

Available Quantity: Stock ready for new orders and operations - Not reserved for existing orders or allocations - Available for immediate picking and shipping - Reduces when orders are allocated, increases when orders complete

Allocated Quantity: Stock reserved for pending orders - Currently assigned to orders awaiting fulfillment - Protected from other allocation requests - Returns to available when orders are cancelled or completed

Smart Status Indicators

The system provides intelligent status monitoring:

Normal Status (Green Badge): - Available quantity above reorder point - No expiration concerns - Ready for operations

Low Stock (Orange Badge): - Available quantity at or below reorder point - Requires attention for replenishment - May impact order fulfillment

Expiring Soon (Yellow Badge): - Items expiring within 30 days - Requires priority usage or disposition - FIFO rotation recommended

Expired (Red Badge): - Items past expiration date - Requires immediate attention - May need disposal or return

Multi-Location Inventory Management

Location Hierarchy

Products can be stored across multiple locations with hierarchical organization: - Warehouse Level: Top-level organization by facility - Aisle Level: Logical groupings within warehouses - Shelf Level: Specific storage areas within aisles - Bin Level: Precise storage locations on shelves

Location-Specific Tracking

  • Individual Records: Each location maintains separate inventory records
  • Consolidated Views: System provides warehouse and company-wide totals
  • Movement History: Track inventory transfers between locations
  • Location Optimization: Analyze location efficiency and utilization

Warehouse Context Management

Understanding Warehouse Context

The inventory management system operates within a warehouse context that filters all operations and views:

Warehouse Context Indicator

  • Location: Top of the inventory page
  • Display: Shows current warehouse (e.g., "Showing inventory for Demo Warehouse Facility")
  • Scope: All inventory operations are filtered by this context
  • Switching: Change context from the warehouse selector in the navigation

Context-Filtered Operations

Inventory Viewing: - Only shows inventory for the selected warehouse - Filters all search and status operations - Maintains context across page refreshes

Adding Inventory: - New inventory automatically assigned to current warehouse context - Location selection filtered to current warehouse only - Prevents cross-warehouse errors

Navigation Integration: - Breadcrumbs and navigation maintain warehouse context - Deep links preserve warehouse selection - URL parameters support warehouse filtering

Warehouse Status and Operations Control

Active vs. Inactive Warehouses

Warehouses can be enabled or disabled to control operational access:

Warehouse Edit Form

Managing Warehouse Status: 1. Navigate to Warehouse Management → Warehouses 2. Click the "Edit" button next to any warehouse 3. In the edit form, locate the "Active Warehouse" checkbox 4. Checked: Warehouse is active and operational 5. Unchecked: Warehouse is disabled (data preserved but not operational)

Impact of Warehouse Status on Inventory

Active Warehouses: - Full inventory operations available - Can add, modify, and track inventory - Supports receiving, picking, and shipping operations - Complete reporting and analytics access

Disabled Warehouses: - Inventory viewing remains available - Cannot add new inventory or modify existing - Historical data and reporting preserved - Operations suspended until re-enabled

Best Practices for Warehouse Management

  • Temporary Closure: Disable warehouses during maintenance or restructuring
  • Seasonal Operations: Disable seasonal warehouses during off-periods
  • Data Integrity: All historical data preserved when disabled
  • Communication: Notify team members before changing warehouse status
  • Context Switching: Train users on warehouse context selection
  • Access Control: Ensure appropriate warehouse permissions for users

Inventory Workflows

Standard Inventory Addition Workflow

Preparation Phase

  1. Verify Prerequisites:
  2. Ensure warehouse context is correct
  3. Confirm products are configured in system
  4. Verify locations exist and are active

  5. Check user permissions for inventory addition

  6. Gather Information:

  7. Product identification (name, SKU, or barcode)
  8. Quantity being added
  9. Location for storage
  10. Unit cost (if tracking financial values)
  11. Lot/serial information (if required)
  12. Received and expiration dates

Addition Process

  1. Access Add Inventory Modal: Click "Add Inventory Item" button
  2. Product Selection: Use product selector to find and select item
  3. Location Assignment: Choose appropriate storage location
  4. Quantity and Cost: Enter quantities and optional cost information
  5. Tracking Data: Complete lot/serial information if required
  6. Date Information: Set received date and optional expiration
  7. Documentation: Add notes for additional context
  8. Validation and Submit: Review all information and create record

Post-Addition Activities

  1. Verification: Confirm inventory appears in system
  2. Physical Organization: Ensure items are properly stored at location
  3. Documentation: Update any external tracking systems
  4. Team Communication: Notify relevant team members if needed

Inventory Research and Analysis Workflow

Locating Specific Inventory

  1. Search Methods:
  2. Use search bar for product names, SKUs, or locations
  3. Apply status filters (All, Low Stock, Expiring)

  4. Use URL parameters for specific product/location filtering

  5. Analysis Process:

  6. Click inventory row to open detailed view
  7. Review status indicators and alerts
  8. Examine transaction history
  9. Check tracking information
  10. Evaluate quantity levels against reorder points

Status Investigation

  1. Low Stock Items:
  2. Use "Low Stock" filter to identify items needing replenishment
  3. Review reorder points and available quantities
  4. Check recent transaction history for consumption patterns

  5. Coordinate with purchasing for replenishment

  6. Expiring Items:

  7. Use "Expiring" filter to identify items requiring attention
  8. Prioritize items closest to expiration
  9. Consider FIFO rotation strategies
  10. Plan disposition for expired items

Cross-System Navigation Workflows

Product-Centric Research

  1. From Inventory to Product: Click "View Product" in inventory details modal
  2. Product Analysis: Review complete product information and specifications
  3. System-Wide Inventory: See all locations where product is stored
  4. Related Information: Access product history, specifications, and settings

Location-Centric Analysis

  1. From Inventory to Location: Click "View Location" in inventory details modal
  2. Location Overview: See all products stored at that location
  3. Capacity Analysis: Evaluate location utilization and capacity
  4. Movement History: Review location-based transaction history

Best Practices

Inventory Data Management

Data Entry Best Practices

Consistent Information: - Use standardized lot numbering conventions across your organization - Maintain consistent serial number formats for trackable items - Enter complete product information including unit costs when available - Use descriptive notes to provide context for future reference

Date Management: - Always enter received dates accurately for inventory aging analysis - Set expiration dates for perishable items to enable proper rotation - Use consistent date formats across all entries - Validate date sequences (expiration after received date)

Location Assignment: - Follow logical location assignment patterns (faster moving items in accessible areas) - Maintain location cleanliness and organization standards - Use location hierarchy effectively (warehouse → aisle → shelf → bin) - Consider product compatibility when assigning adjacent locations

Operational Workflows

Daily Operations

Morning Inventory Review: - Check "Low Stock" filter for items requiring replenishment - Review "Expiring" filter for items needing immediate attention - Monitor available vs. allocated quantities for order fulfillment capacity - Verify warehouse context is correctly set for your operations

Ongoing Monitoring: - Use status badges to quickly identify inventory requiring attention - Leverage real-time search capabilities for quick product location - Maintain physical organization matching system locations - Update inventory movements promptly to maintain accuracy

Weekly Analysis

Inventory Health Checks: - Review transaction history for unusual patterns or discrepancies - Analyze slow-moving inventory for disposition decisions - Evaluate location utilization and capacity planning - Assess reorder points against actual consumption patterns

Data Quality Reviews: - Verify lot/serial tracking information accuracy - Check expiration date accuracy and update as needed - Review and clean up obsolete or duplicate inventory records - Validate location assignments and physical organization

Multi-Warehouse Operations

Warehouse Context Management

Context Switching: - Always verify warehouse context before performing operations - Train team members on proper warehouse selection procedures - Use context indicators to avoid cross-warehouse errors - Maintain warehouse-specific operational procedures

Cross-Warehouse Coordination: - Understand inventory visibility across multiple warehouses - Coordinate inter-warehouse transfers through proper channels - Maintain consistent product and location coding across facilities - Use warehouse-specific reporting for operational decisions

Access Control and Permissions

User Training: - Ensure users understand warehouse context implications - Train on proper use of search and filtering capabilities - Emphasize importance of accurate data entry - Provide guidance on status interpretation and action requirements

Technology Utilization

Search and Navigation Optimization

Efficient Searching: - Use specific search terms for faster results (SKU, product name, location code) - Leverage status filters to focus on items requiring attention - Combine search terms with filters for precise results - Bookmark frequently accessed products or locations in browser

System Integration: - Use cross-navigation features to research related information - Leverage URL parameter filtering for specific analysis needs - Take advantage of real-time data updates for current information - Use transaction history for troubleshooting and analysis

Mobile and Accessibility

Mobile Operations: - Use responsive design features for mobile inventory management - Take advantage of touch-optimized interfaces for warehouse floor operations - Leverage mobile search capabilities for quick lookups - Use mobile-friendly status indicators for quick status assessment

Troubleshooting

Common Issues and Solutions

Inventory Data Issues

Issue: Inventory quantities seem incorrect or inconsistent - Immediate Check: Review recent transaction history in inventory details modal - Verification Steps: - Check allocated quantities against open orders - Review INBOUND/OUTBOUND transactions for recent changes - Verify warehouse context is correct for your expectations - Advanced Troubleshooting: Compare available + allocated = total quantity calculation - Escalation: Contact administrator if discrepancies persist after verification

Issue: Cannot find specific products in inventory - Search Strategy: - Try broader search terms or clear all active filters - Use SKU search instead of product name for precise results - Check if you're in the correct warehouse context - Filter Review: Clear URL parameter filters (Product ID, Location ID, Warehouse ID) - Alternative Approach: Navigate to Products page and use "View Inventory" from there - Verification: Confirm product exists in system and has inventory records

Issue: Add Inventory Modal shows no available locations - Warehouse Check: Verify you're in the correct warehouse context - Location Status: Confirm locations exist and are active in the selected warehouse - Permission Verification: Ensure you have access to create inventory in current warehouse - System Check: Contact administrator if locations should exist but aren't visible

Performance and Display Issues

Issue: Inventory details modal not displaying or loading slowly - Immediate Solution: Refresh the page and try again - Network Check: Verify stable internet connection and network performance - Browser Check: Try accessing from a different browser or clear browser cache - Data Volume: Large transaction histories may take time to load - Alternative: Try accessing inventory details for different items to isolate the issue

Issue: Status badges or indicators not displaying correctly - Cache Clear: Clear browser cache and refresh the page - Data Refresh: Close and reopen inventory details modal - Timing: Allow time for real-time updates to propagate - Browser Compatibility: Ensure you're using a supported browser version

Issue: Warehouse context seems stuck or incorrect - Context Reset: Use warehouse selector in navigation to explicitly change context - Browser Refresh: Refresh the page to reload warehouse context - Local Storage: Clear browser local storage if context persists incorrectly - User Default: Contact administrator to verify your default warehouse settings

Functional Operation Issues

Issue: Cannot add inventory (modal not submitting) - Validation Check: Review all required fields and error messages - Product Requirements: Verify lot/serial number requirements for selected product - Date Validation: Ensure received date is not in future, expiration after received date - Permission Check: Verify you have inventory creation permissions - Network Stability: Check network connection during submission

Issue: Search and filtering not working as expected - Filter Combination: Try using filters individually rather than combined - Search Terms: Use more specific or alternative search terms - Case Sensitivity: Search is case-insensitive, but try exact matches - Special Characters: Avoid special characters that might interfere with search - Reset Approach: Clear all filters and search terms, then rebuild query

Issue: Transaction history not loading or incomplete - Wait Time: Allow additional time for transaction data to load - Network Check: Verify stable network connection - Data Scope: Transaction history shows most recent 10 transactions by default - Alternative Access: Try viewing transaction history for different products - System Status: Check if inventory transaction services are operational

Access and Permission Issues

Issue: Warehouse appears inactive or inaccessible - Status Check: Verify warehouse is enabled in warehouse management settings - Permission Verification: Confirm you have access permissions for the warehouse - User Role: Check your user role includes inventory access for this warehouse - Administrator Contact: Contact administrator to enable warehouse or adjust permissions

Issue: Cannot switch between warehouses - Navigation Check: Ensure warehouse selector is accessible in your user interface - Permission Review: Verify you have access to multiple warehouses - Role Verification: Confirm your user role supports multi-warehouse access - Cache Clear: Clear browser cache if warehouse list not updating

Performance Optimization

System Performance Tips

  • Regular Cache Clear: Clear browser cache weekly for optimal performance
  • Network Stability: Use stable network connection for best experience
  • Browser Updates: Keep browser updated to latest version
  • Concurrent Users: Be aware that system performance may vary with user load

Data Management for Performance

  • Specific Searches: Use specific search terms rather than broad queries
  • Filter Usage: Apply filters to reduce data volume for faster loading
  • Batch Operations: Group similar inventory operations together
  • Regular Maintenance: Keep inventory data clean and up-to-date

Getting Additional Help

Self-Service Resources

  1. System Status: Check platform status dashboard if available
  2. Browser Diagnostics: Try different browsers or incognito mode
  3. Network Testing: Test network connectivity and speed
  4. Documentation Review: Consult related user guides (Products, Locations, Warehouses)

Escalation Process

  1. Screenshot Documentation: Capture screenshots of issues for support requests
  2. Error Information: Note exact error messages and browser console information
  3. Reproduction Steps: Document steps to reproduce the issue
  4. Contact Administrator: Report persistent issues with detailed information
  5. Support Ticket: Follow organizational procedures for technical support requests

Integration Notes

Cross-System Data Flow

Real-time Updates

Inventory levels update immediately when: - Products are received into inventory through receiving workflows - Items are allocated to orders during order processing - Products are shipped or consumed through fulfillment workflows - Manual adjustments are made through inventory management - Inter-warehouse transfers are completed

Multi-Module Integration

Inventory data integrates seamlessly with: - Product Management: Product specifications, tracking requirements, and reorder points - Location Management: Hierarchical location structure and capacity management - Order Management: Automatic allocation and availability checking - Receiving Workflows: Direct inventory updates from inbound shipments
- Shipping Operations: Real-time quantity adjustments during fulfillment - Reporting Systems: Historical and current inventory analytics and valuation

User Permissions and Access Control

Role-Based Access

Inventory Viewer: Can view inventory information and details Inventory Manager: Can view and add inventory items Warehouse Manager: Full inventory operations within assigned warehouses System Administrator: Complete inventory management across all warehouses

Warehouse-Specific Permissions

  • Users can be granted access to specific warehouses only
  • Warehouse context automatically filters based on user permissions
  • Multi-warehouse access requires appropriate role assignments
  • Administrative functions require elevated permissions

Last Updated: August 2025
Version: 2.0

For additional assistance, advanced features, or integration support, please contact your system administrator or refer to the complete Zora Tech Logistics Platform documentation.

Integration Notes

Data Flow

Real-time Updates: Inventory levels update immediately when: - Products are received into inventory - Items are allocated to orders - Products are shipped or consumed - Manual adjustments are made

Cross-Module Integration: Inventory data integrates with: - Orders: Automatic allocation and availability checking - Receiving: Direct inventory updates from inbound shipments
- Shipping: Real-time quantity adjustments during fulfillment - Reporting: Historical and current inventory analytics

User Permissions

View Access: All users can typically view inventory information Edit Access: Inventory modifications require specific permissions Administrative Access: Warehouse status changes require admin privileges

Last Updated: August 2025
Version: 1.0

For additional assistance or feature requests, please contact your system administrator or refer to the complete Zora Tech Logistics Platform documentation.