EstateFlow StockManager Pro (Inventory Management Module)

Overview

The StockManager Pro module centralizes inventory control across all warehouses, project sites, and departments. It allows real estate developers, construction firms, and logistics teams to efficiently manage material inflow, usage, tracking, and reporting. The system supports batch tracking, unit conversions, and warehouse-specific entries, ensuring full control of materials and supplies during project lifecycles.

[Insert Screenshot: Inventory Dashboard]

Key Features & Benefits

• Centralized tracking of stock across all warehouses and projects

• Multiple Unit of Measure (UOM) support and conversion options

• Inventory Receiving and Delivery Vouchers (IRV & IDV) with full traceability

• Support for material returns, loss entries, and stock adjustments

• Opening stock setup for new or existing projects

• Low stock notifications for proactive restocking

• Integration with:

  • ProcurePro for stock-based purchasing

  • Construction Orchestrator for task-aligned material usage

  • FinMaster for expense synchronization

Pre-Requisites & Access Rights

1. Ensure the StockManager Pro module is enabled.

2. Define Warehouse locations under Settings > Inventory > Warehouse Setup

3. Assign appropriate access rights in Admin > Roles & Permissions, including:

   • Warehouse Management

   • Inventory Receipts and Issues

   • Stock Adjustments and Returns

4. Set default UOMs under Settings > UOM Configuration

5. Confirm integration links with:

   • ProcurePro (Purchase Module)

   • FinMaster (Accounting Module)

[Insert Screenshot: Inventory Module Permissions Setup]

Step-by-Step Instructions

Setting Up Warehouses

1. Navigate to Inventory > Warehouses

2. Click + Add New Warehouse

3. Input Warehouse Name, Location, and Type (e.g., Site Store, Central Depot)

4. Click Save

[Insert Screenshot: Add Warehouse Form]

Configuring Units of Measure (UOM)

1. Navigate to Inventory > Settings > Units of Measure

2. Click + Add UOM

3. Enter UOM Name (e.g., Bag, Ton, Liters), Symbol, and Conversion Rate (if linked)

4. Save and repeat for all required UOMs

[Insert Screenshot: UOM Configuration Page]

H5. Recording Opening Stock

1. Navigate to Inventory > Opening Stock

2. Select Project, Warehouse, and Date

3. Add each item with quantity, UOM, and value (if applicable)

4. Click Save

[Insert Screenshot: Opening Stock Form]

Inventory Receiving (IRV)

1. Go to Inventory > Receiving Vouchers

2. Click + New IRV

3. Select associated Purchase Order or create standalone receipt

4. Fill in Item Details, Quantity Received, and Supplier Info

5. Click Save

[Insert Screenshot: Inventory Receiving Voucher Screen]

Inventory Delivery (IDV)

1. Navigate to Inventory > Delivery Vouchers

2. Click + New IDV

3. Choose the requesting department/project

4. Select items, quantity, and delivery purpose

5. Click Save

[Insert Screenshot: Inventory Delivery Form]

Stock Returns & Adjustments

• For Returns:

  1. Navigate to Inventory > Returns

  2. Click + Return Entry, select source IDV, and complete form

• For Adjustments:

  1. Navigate to Inventory > Adjustments

  2. Choose Adjustment Type: Gain, Loss, or Revaluation

  3. Provide Reason and Approval Comments

  4. Save

[Insert Screenshot: Adjustment Entry Screen]

Low Stock Alerts & Reporting

1. Navigate to Inventory > Stock Alerts

2. View items that fall below minimum stock level

3. Reorder using integrated ProcurePro > Purchase Requisition

4. Navigate to Inventory > Reports to access:

   • Current Stock Levels

   • Stock Movement History

   • Inventory Value Report

[Insert Screenshot: Low Stock Alert Page]

Tips & Best Practices

Tip: Always maintain updated UOMs across all items to ensure conversion accuracy.

Best Practice: Separate permissions for stock receipt and delivery to prevent misuse.

Tip: Tag inventory to specific projects for cost tracking and financial reporting accuracy.

Best Practice: Reconcile stock balances monthly using Inventory Reports and physical counts.

Troubleshooting & Common Issues

Issue: IRV cannot be submitted.
Solution: Ensure UOM and item configuration is complete and the linked PO is approved.

Issue: Negative stock value shown in report.
Solution: Check delivery entries against IRV and confirm stock level was adequate.

Issue: Opening Stock not visible in reporting.
Solution: Ensure entry is saved under correct warehouse and project.

[Insert Screenshot: Inventory Error Message Example]

Glossary & Notes

• IRV (Inventory Receiving Voucher): A document for recording items received into stock.

• IDV (Inventory Delivery Voucher): A document for issuing items out to projects or departments.

• UOM (Unit of Measure): Standardized measurement unit used for stock items (e.g., KG, Bag, Ton).

• Stock Adjustment: Manual change to inventory due to damage, theft, overages, or audit correction.

Note: Always cross-reference inventory issues with project milestones in Construction Orchestrator.

Caution: Avoid modifying stock records without supervisory approval, as it may affect financial statements.