Learning Path: Stores and Inventory

💡This path lists the topics for stores and inventory staff.

New to BOS Pro? Start with Learning Path: Every User.

1. Materials#

1. Creating and Editing Materials Tutorial: Shows how to create and edit Materials and Material Categories.
2. Material Locations: Why a material needs an Inventory Location to have stock.
3. Checklists Tutorial: Shows how to show the checklist results on the materials list, update several checklists at once and fix checklist failures on a material.
4. Units: Describes Material units, the Base Unit and the conversion quantities used for buying and selling.

2. Receiving, Issuing and Returning#

1. Materials Movement (Receive) Tutorial: Shows the various ways to receive materials into inventory.
2. Materials Movement (Issue) Tutorial: Shows the various ways to issue materials from inventory.
3. Materials Movement (Return) Tutorial: Shows the various ways to return materials to inventory.
4. Materials Movement List View Tutorial: Shows how to view Material Movement transactions, change their status and print or email them.

3. Moving and Counting Stock#

1. Material Transfers Tutorial: Shows how to create Transfer Orders and issue and receive inventory moved between locations.
2. Stock Check Tutorial: Shows how to create Stock Checks, record count quantities and print stock-take reports.
3. Stock Check: Describes how Stock Checks work and lists the settings, buttons, filters and fields.

4. Stock Reports#

1. Inventory Tutorial: Shows how to view inventory reports, perform a price update and place orders from the replenishment report.
2. Inventory Reports: Lists the buttons, filters and fields in the inventory reports, including price updates and Stock Checks.
3. Inventory - Settings and Information: How transactions update inventory, and how quantities and values are calculated.

5. Tracking#

1. Inventory Tracking Methods: Compares serial number tracking and batch tracking, with their implications and use cases.
2. Batch Tracking: Sets out an example of tracking batches and serial numbers from purchase through production to sale.
3. Mobile App Inventory Tutorial: Shows how to find a material, scan a barcode and view prices, quantities and specifications.