Inventory

XBuddy Inventory gives you real-time visibility across all your warehouses. Track stock levels, movements, lot numbers, and expiry dates — with automated replenishment to prevent stockouts.

Managing inventory across multiple locations is hard without the right tools. XBuddy centralizes everything: every stock movement — whether a goods receipt, internal transfer, sale, or write-off — is recorded and traceable. Lot and serial number tracking means you can trace any item back to its origin in seconds, which is critical for quality recalls and compliance.

The automated replenishment engine watches your stock levels continuously. When a product falls below its reorder point, XBuddy can automatically generate a draft purchase order — so your purchasing team just reviews and confirms, rather than hunting for what needs ordering.

Key Features

• Multi-warehouse management with zone and bin location support
• Stock movements: receipts, transfers, adjustments, and write-offs
• Lot and serial number tracking with full traceability
• Expiry date management with FEFO (First Expired, First Out) picking
• Reorder rules and automated purchase order generation
• Stock valuation methods: FIFO, Average Cost, and Standard Cost
• Barcode scanning via camera or handheld scanner
• Physical inventory counting and reconciliation workflows
• Supplier lead time tracking for accurate reorder timing
• Integration with Manufacturing (material reservation) and Sales (order fulfillment)

Getting Started

1. Create your warehouses and define locations within each
2. Import or create your product catalog with units of measure
3. Record your opening stock quantities via an inventory adjustment
4. Set up reorder rules for key products to automate replenishment
5. Process your first goods receipt from a supplier to see the full flow

Common Use Cases

• Multi-location retail: A retail chain managing stock across five branch locations transfers inventory between stores and sees real-time quantities at every location from one dashboard.
• Manufacturing traceability: A manufacturer assigns lot numbers to every raw material batch and tracks them through production, enabling instant traceability during a quality recall.
• Distributor optimization: A distributor analyzes reorder points and supplier lead times to reduce excess carrying cost while maintaining service levels.

Inventory Aging Report

The Aging tab on /inventory/reports helps you identify slow-moving and dead stock before it becomes a write-off liability.

Age Buckets

Items are classified into four buckets based on the number of days since their last stock movement (receipt, transfer, adjustment, or sale):

Bucket Summary Cards

At the top of the Aging tab, four summary cards show — for each bucket — the item count and total stock value (calculated using the item’s current valuation method: FIFO, average cost, or standard cost). This gives purchasing and finance teams an instant view of capital tied up in aging stock.

Detail Table

Below the summary cards, a paginated table lists every item with its:

• Current quantity on hand
• Total stock value
• Age bucket (displayed as a color-coded badge: green / yellow / orange / red)
• Last movement date

The table is sortable by age (oldest first by default) and filterable by warehouse and product category.

Note: “Last movement” counts any stock transaction — including internal transfers. Items that have been transferred between warehouses recently will reset their age clock even if no sales have occurred. Filter by warehouse to see aging within a specific location.