Bring the tutorial series together into a repeatable inventory routine. Accurate stock depends on connecting setup, purchasing, daily movements and regular review rather than using each feature in isolation.
Build a complete operating cycle
Start with clear stores and product records, receive stock through purchases, then record sales, dispensing, borrowing or transfers as they happen. Purchase batches preserve cost and expiry details. Activity logs and product timelines explain movements, while stock audits reconcile verified differences. Quotations, suppliers, reports and permissions support the people around that core workflow.
Step by step
Establish the foundations
Create stores, add or import products, check opening quantities and configure settings. Assign staff roles that match their responsibilities.
Record the everyday work
Receive purchases into the correct store and batch. Use the right action for sales, internal use, loans and transfers, and keep product notes and files accessible.
Review exceptions regularly
Check low-stock and expiry alerts, outstanding borrowed items and unexpected movements. Open source records to investigate before changing quantities.
Count, analyse and improve
Run physical audits on an agreed schedule, review suppliers and export focused reports. Use the findings to improve ordering and staff routines.
Choose one complete workflow to practise, such as receiving a delivery and tracing it through a sale and stock review. Then extend the routine to the rest of the team.
Turn exceptions into assigned follow-up work
The inventory workflow sometimes identifies work that cannot be resolved during a transaction: an expiry check, a supplier call or an unexplained count. Record a clear task with an owner, due date and the relevant product or location, then follow it through to completion. A task coordinates the work; the eventual purchase, transfer or audit remains the stock record.
Customer appointments can help schedule a follow-up visit or collection when that is part of your business process. Keep the booking linked to the right customer and purpose. The appointment itself does not reserve or move inventory, so review stock and record the actual handover separately.
- Example: an expiry alert creates a task for Friday's shelf check. After the check, the team records any verified disposal or adjustment in inventory and closes the task with a short result note.
Before you move on
- Use the lesson directory to revisit specific workflows.
- Keep quantities and purchase details up to date.
- Use the product documentation and support team when adapting the process to your business.
Explore all 26 inventory lessons
Follow the complete workflow or jump to the task you need today.
- Perfect Inventory Management System: Getting Started and Dashboard Overview
- Managing Multiple Stores
- Adding Products to Your Inventory
- Adding Products from Barcode Database
- Importing Products from Excel or CSV
- Purchasing and Restocking
- Reviewing Stock Activity
- Managing Product Expiry
- Inventory System Settings: Alerts, Currency and Receipts
- Stock Taking and Audits
- Quotations & Invoices
- Dispensing, Selling, and Managing Stock Movement
- Borrowing and Returning Items
- Transferring Items Between Stores
- Managing Product Details
- Managing Inventory Batches
- Product Timeline
- Product Comments and Files
- Printing Barcodes
- Adding & Adjusting Product Quantities
- Product Pricing and Promotions
- Managing Suppliers
- Reporting and Inventory Data Export
- Deleting Products
- User Roles & Permissions
- Conclusion: Your Everyday Inventory Management Workflow
Put the workflow into practice
Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.
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