Warehouses · items · stock ledger
Warehouses, items, and stock — tied to your POs and grants
Optional inventory for NGOs with real distribution: receive goods against purchase orders, track on-hand balances, and keep stock movements on the same grant and procurement trail finance already monitors.
Warehouses
Central and field locations with optional office linkage — tenant-scoped.
Item catalog
SKU, units, categories, and item tree for kits and variants.
Stock ledger
Receipts, issues, and balances tied to procurement and grants.
Logistics visibility on operational spend
Inventory optional per tenant — enable when goods distribution matters, after grants and procurement are live.
Warehouses
Define central and field stores; link to organisation offices where helpful.
Items and units
Catalog SKUs with units of measure, categories, and hierarchical item tree for structured stock.
Goods receipt linkage
Receive against purchase orders into warehouses — items connect on PO and receipt lines.
Balances and movements
Quantity on hand per warehouse and auditable stock in, issue, and adjustment entries.
After grants and procurement
Inventory depends on `grants` and `procurement` so stock traces back to funding and purchase orders — not a standalone spreadsheet.
- Module requires `grants` + `procurement`
- Off by default for smaller NGOs — enable incrementally
- UUID items and warehouses for API and deep links
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1
Enable prerequisites
Run grants, budgets, finance, and procurement first. Toggle `inventory` in Settings when logistics teams are ready.
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2
Set up catalog
Create warehouses and items (including tree structure). Map procurement lines to inventory items where needed.
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3
Receive and distribute
Post stock in from goods receipts; issue to programmes with ledger history finance can reconcile.
PO to shelf to programme
Close the loop between what you bought and what is still in the warehouse.
Procure with context
Purchase orders reference grant lines; awarded POs await delivery.
Receive into stock
Goods receipt posts stock in to the chosen warehouse and updates balances.
Report and issue
Programme and logistics see on-hand qty; issues reduce stock with audit trail.
Connected modules
Inventory completes the physical layer of your spend chain.
Frequently asked questions
Common questions from NGO programme, finance, and IT teams evaluating this module.
When should an NGO enable inventory?
After grants and procurement are live, when logistics teams need stock movements tied to purchase orders and grant programmes.
What modules does inventory require?
Inventory depends on grants and procurement being enabled so goods trace back to funding and spend.
Is inventory on by default?
No. It is optional and toggled per organisation in Settings → Modules.