> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bumara.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inventory overview

> Tracking stock in Bumara — items, locations, movements, counts, the till, and what your stock is worth.

Inventory tracks what you hold, where it is, and what it is worth. Every change to stock is
recorded as a movement, so you can always explain how a quantity got to where it is.

## The core idea

Stock quantities are never edited directly. You cannot type a new number into a balance. Instead
you record an **operation** — an adjustment, a transfer, a count, a sale — and the balance changes
as a result.

This means every quantity has a history. When a figure is wrong, you can see exactly which
operation caused it and who did it.

## What is here

<CardGroup cols={2}>
  <Card title="Items" icon="box" href="/inventory/items">
    What you stock — names, codes, units, reorder levels and barcodes.
  </Card>

  <Card title="Adjustments" icon="plus-minus" href="/inventory/adjustments">
    Increase or decrease stock with a documented reason.
  </Card>

  <Card title="Transfers" icon="truck" href="/inventory/transfers">
    Move stock between locations.
  </Card>

  <Card title="Stock counts" icon="clipboard-list" href="/inventory/stock-counts">
    Count what is physically there and post the difference.
  </Card>

  <Card title="Point of sale" icon="cash-register" href="/inventory/point-of-sale">
    Sell over the counter and deduct stock as you go.
  </Card>

  <Card title="Scanning" icon="barcode" href="/inventory/scanning">
    Barcode and camera scanning for sales and counts.
  </Card>

  <Card title="Sales and expenses" icon="receipt" href="/inventory/sales-and-expenses">
    Lay-by sales, operating expenses and money out of the till.
  </Card>

  <Card title="Insights" icon="chart-pie" href="/inventory/insights">
    Stock value, low stock, movements and trends.
  </Card>
</CardGroup>

## The four core operations

| Operation      | Use it when                                          | Effect                                        |
| -------------- | ---------------------------------------------------- | --------------------------------------------- |
| **Adjustment** | Stock changed for a reason outside normal trading    | Increases or decreases at one location        |
| **Transfer**   | Stock moves between your own locations               | Decreases at source, increases at destination |
| **Count**      | You have physically counted and the system disagrees | Corrects the balance to what you counted      |
| **Cash sale**  | You sold over the counter                            | Decreases stock and records the sale          |

## Draft, then post

Every operation follows the same pattern:

<Steps>
  <Step title="Create it as a draft">
    Add your lines. No stock has moved. You can edit or delete freely.
  </Step>

  <Step title="Check it">
    Right items, right quantities, right location.
  </Step>

  <Step title="Post it">
    Stock movements are written and balances update. This is the moment it becomes real.
  </Step>

  <Step title="It is now permanent">
    A posted operation cannot be edited. If it is wrong, void it — which creates reversing
    movements and leaves both records visible.
  </Step>
</Steps>

<Warning>
  Posting is the point of no return. A posted operation can be voided but never edited, and the
  void is itself a permanent record. Check drafts before posting.
</Warning>

## Negative stock

By default Bumara blocks any operation that would take a balance below zero. If you try to sell or
transfer more than you have, the operation is refused and tells you which item is short.

This is usually right. A negative balance means your records have lost touch with reality, and
carrying on makes it worse.

An administrator can override the block where genuinely necessary — typically when goods have
physically been received but not yet entered. Overrides require a reason and are recorded.

## Locations

Stock is held at locations — a main store, a shop, a warehouse, a vehicle. Every quantity is
per item **and** per location.

Your first location becomes the default. Users can be assigned to specific locations, and their
dashboards then show only the stock they are responsible for.

## Units of measure

Bumara includes standard units — each, kilogram, litre, box and others. You can add your own, and
define conversions between them, such as one box equals twelve each.

Set the right unit on each item at the start. Changing it later, once movements exist against it,
is disruptive.

## What links to invoicing

Products in [Invoicing](/invoicing/products-and-prices) can link to inventory items by their code.
When linked, selling the product moves the stock.

Keep the codes consistent between the two, and the link works without further thought.

## Low stock

Each item can carry a reorder level. When a balance falls to or below it, Bumara flags it as low
stock and can notify you.

Set reorder levels on the items that matter — the ones you cannot trade without. Setting them on
everything produces noise you will start ignoring.

## Where to start

<Steps>
  <Step title="Set up your locations and units">
    See [Setting up inventory](/inventory/setting-up).
  </Step>

  <Step title="Create your items">
    Names, codes, units, reorder levels. See [Items](/inventory/items).
  </Step>

  <Step title="Enter your opening balances">
    An adjustment with the reason "opening balance", recording what you currently hold.
  </Step>

  <Step title="Start trading">
    Sales, adjustments and transfers as you go.
  </Step>

  <Step title="Count regularly">
    Monthly or quarterly, so your records stay honest. See
    [Stock counts](/inventory/stock-counts).
  </Step>
</Steps>
