Start inventory management

Overview

Welcome to the Sanka Inventory Management Guide!

Inventory Management in Sanka enables businesses to efficiently track and manage their stock levels, locations, and inventory movements.

This guide will provide you with all the information you need to start managing your inventory in Sanka.

By the end of this guide, you'll understand everything from basic data management, such as item masters, stock entries, and location management, to advanced inventory management using barcodes and e-commerce integrations.

What You Will Learn

• Understand basic flow of Inventory Management
• Learn default object of Inventory Management
• Next steps recommendation to start Inventory Management
• Overview of advanced features of Inventory Management

Before getting started, familiarize yourself with objects, modules, and records in Sanka. Read the guide: Sanka Basics.

Then Learn how to set up and customize new modules in Sanka: How to Create New Modules.

Basic Flow of Inventory Management

The Inventory Management process in Sanka generally follows these steps:

1. Register Items: Set up data for all the items, products, parts, and materials that you want to manage in inventory.
2. Register Locations: Set up information for warehouses or storage locations (You can skip this if you have only one location or aren’t managing storage locations).
3. Input Inventory Data: Once items are set up, add stock levels manually or use CSV uploads.
4. Log Inventory Transactions: Every time there is stock movement (in or out), log the transaction to keep real-time stock levels accurate (in Sanka this process can also be automated).

Default Objects in Inventory Management

Items

In Sanka, Items refer to the individual products, materials, or parts that you manage in inventory. Each item contains important business-related data like the item name, SKU, and item ID.

Locations

Using Locations objects in Sanka is physical or virtual locations where inventory is stored (e.g., warehouses). It allows you to organize inventory across different storage sites like warehouses, stores, or shelves.

Inventory

The Inventory object contains current stock details for items at specific locations. It lets you track stock levels in real time, showing the number of units on hand, their location, and when the inventory was last updated.

Inventory Transactions

Inventory Transactions records of stock movements, including additions, subtractions, and transfers.

Next Steps

For the next steps, we recommend the following actions:

• Create an Item Master
• Set Up Inventory Locations
• Input Inventory Data
• Manage Inventory Transactions

Inventory management is a crucial aspect of any business, and Sanka offers solutions to streamline this process.

From small businesses to large enterprises with multiple locations, Sanka’s tools help you manage, optimize, and operate your business smoothly.

If you have any questions, feel free to contact our support team at any time.

Advanced Features

Beyond the basic flow, Sanka also offers advanced inventory management features. Here are some options for those interested:

• Bulk Entry: For managing large numbers of items or inventory updates, you can use bulk entry for both items and inventory. This is especially useful when uploading multiple changes via CSV.
• Integrations: Sanka supports integrations with other business software, allowing you to sync inventory management with accounting, order management, and shipping services.
• Real-time Updates: Sanka provides real-time inventory updates, ensuring that you always have an accurate view of your stock levels and can make better business decisions.