<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    &nbsp;
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: The Perfect Inventory Manager &ndash; Introduction
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_inventory_management_page">
      Inventory Management Page ➡️
    </a>
  </div>
</div>
<h1>
  🧾 The Perfect Inventory Manager &ndash; Introduction
</h1>
<hr />
<h2>
  🔍 What Is the Perfect Inventory Manager?
</h2>
<p>
  The Perfect Inventory Manager is an all-in-one stock control system designed for businesses and institutions that manage physical goods across multiple stores or departments.
</p>
<p>
  Whether you run a hospital, retail chain, pharmacy, clinic, or warehouse, this system gives you a real-time overview of:
</p>
<ul>
  <li>
    What&rsquo;s in stock
  </li>
  <li>
    What&rsquo;s running low
  </li>
  <li>
    What&rsquo;s expiring
  </li>
  <li>
    What&rsquo;s being moved between stores
  </li>
</ul>
<p>
  It allows you to:
</p>
<ul>
  <li>
    Track inventory by store (e.g., Pharmacy, Store Room, Equipment Room)
  </li>
  <li>
    Borrow, dispense, or transfer items
  </li>
  <li>
    Create bills, sales, invoices, or quotations
  </li>
  <li>
    Run audits and stock takings
  </li>
  <li>
    Monitor low stock or expiry
  </li>
  <li>
    Generate reports and print receipts
  </li>
  <li>
    Manage purchases and expenses
  </li>
  <li>
    View detailed timelines and attach files or comments to any product
  </li>
</ul>
<p>
  ✅ All of this is packed into a clean, responsive interface with user roles, permissions, charts, CSV exports, and even barcode printing built in.
</p>
<hr />
<h2>
  🧑&zwj;💼 Who Is It For?
</h2>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Role
      </th>
      <th>
        How They Use It
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        <strong>
          Inventory Officers
        </strong>
      </td>
      <td>
        View and update stock, perform audits, monitor expiry/alerts
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Store Managers
        </strong>
      </td>
      <td>
        Track transfers, approve stock movement, view profit reports
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Sales Staff
        </strong>
      </td>
      <td>
        Create invoices, dispense items, generate quotations
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Pharmacists
        </strong>
      </td>
      <td>
        Borrow or dispense medication, set expiry dates, restock shelves
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Admin Users
        </strong>
      </td>
      <td>
        Control user permissions, add stores, upload inventory via CSV
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h2>
  🌍 Why It&rsquo;s &ldquo;Perfect&rdquo;?
</h2>
<ul>
  <li>
    <strong>
      Multi-store support
    </strong>
    &ndash; manage all branches in one place
  </li>
  <li>
    <strong>
      Fast data entry
    </strong>
    &ndash; bulk upload, import/export, and smart search
  </li>
  <li>
    <strong>
      Offline-friendly
    </strong>
    &ndash; works even in areas with poor or unstable internet
  </li>
  <li>
    <strong>
      Highly customizable
    </strong>
    &ndash; add your own stores, services, roles, and fields
  </li>
  <li>
    <strong>
      Role-based access control
    </strong>
    &ndash; ensure each user only sees what they need
  </li>
  <li>
    <strong>
      Visual and printable
    </strong>
    &ndash; barcodes, receipts, exports, and analytics all built-in
  </li>
</ul>
<hr />
<h2>
  🚀 Getting Started
</h2>
<p>
  When you log in, you&rsquo;re brought to the
  <strong>
    Inventory Management Page
  </strong>
  , which is your control center. From here, you can:
</p>
<ul>
  <li>
    View stock by store
  </li>
  <li>
    Navigate to any module using the top scrollable menu (like Borrow, Transfer, Sales, etc.)
  </li>
  <li>
    Select items and perform actions on them
  </li>
  <li>
    Add new products or import them
  </li>
  <li>
    See alerts and financial summaries
  </li>
</ul>
<p>
  ✅ Let&rsquo;s now begin a deep dive into this main page.
</p>
<hr />
<h2>
  📦 Part 1: Inventory Management Page (Overview)
</h2>
<p>
  This page is the daily workspace for users managing inventory. Everything starts here &mdash; whether you're checking what&rsquo;s in stock, processing transfers, dispensing items, or looking for low or expired products.
</p>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 30px;">
  <div>
    &nbsp;
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: The Perfect Inventory Manager &ndash; Introduction
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_management_page">
      Inventory Management Page ➡️
    </a>
  </div>
</div>


The Perfect Inventory Manager – Introduction

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/inventory_action_print_delete">
      ⬅️ Print or Delete Inventory Items
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_point_of_sale_page">
      Point of Sale Page ➡️
    </a>
  </div>
</div>
<h1>
  📦 Purchases &amp; Stock Alert Page
</h1>
<p>
  <em>
    &ldquo;Stay ahead of stockouts and keep inventory replenished efficiently.&rdquo;
  </em>
</p>
<hr />
<h2>
  📌 This section is split into two highly practical features:
</h2>
<ul>
  <li>
    <strong>
      Stock Alerts
    </strong>
    &ndash; which help you detect and act on low-stock items
  </li>
  <li>
    <strong>
      Purchases
    </strong>
    &ndash; where you restock and record incoming inventory
  </li>
</ul>
<p>
  We&rsquo;ll explore each of these in detail with example workflows.
</p>
<hr />
<h2>
  🚨 Section 1: Stock Alert &ndash; Your Daily Reordering Assistant
</h2>
<p>
  The Stock Alert tab is designed to answer one question clearly:
</p>
<p>
  <strong>
    ❓ &ldquo;What items are running low and need to be reordered soon?&rdquo;
  </strong>
</p>
<p>
  Whenever a product&rsquo;s quantity falls below the defined alert level, it appears in the Stock Alert list.
</p>
<h3>
  🧠 How it Works:
</h3>
<ul>
  <li>
    Every product has a
    <strong>
      quantity_alert
    </strong>
    value (set during creation or editing).
  </li>
  <li>
    If actual stock is less than this value, the product is flagged.
  </li>
  <li>
    All such items are listed in the Stock Alert tab.
  </li>
</ul>
<h3>
  🔍 What You See:
</h3>
<ul>
  <li>
    A list of products with dangerously low quantities.
  </li>
  <li>
    Each entry shows the product name, current quantity, and a red badge.
  </li>
  <li>
    A dropdown lets you filter by supplier.
  </li>
  <li>
    A button called
    <strong>
      &ldquo;Add All&rdquo;
    </strong>
    lets you send all low-stock items into a new Purchase Order.
  </li>
</ul>
<h3>
  ✅ Real-Life Workflow: Quickly Restocking Short Items
</h3>
<ol>
  <li>
    Open the
    <strong>
      Purchases Page
    </strong>
    (the Stock Alert tab is selected by default).
  </li>
  <li>
    Scroll through the list of products flagged in red &mdash; e.g.,
    <em>
      &ldquo;Salbutamol Inhaler: 5 units remaining&rdquo;
    </em>
    .
  </li>
  <li>
    Click
    <strong>
      &ldquo;Add&rdquo;
    </strong>
    next to Salbutamol &mdash; it&rsquo;s added to your purchase list.
  </li>
  <li>
    Filter by
    <strong>
      &ldquo;ABC Pharma&rdquo;
    </strong>
    (your trusted supplier).
  </li>
  <li>
    Click
    <strong>
      &ldquo;Add All&rdquo;
    </strong>
    to include every low-stock item from ABC Pharma into the pending purchase form.
  </li>
  <li>
    Switch to the
    <strong>
      Purchases
    </strong>
    tab, review the order, and submit it.
  </li>
</ol>
<p>
  ✅ This saves you from manually checking each product. You always know what to restock &mdash; no guesswork.
</p>
<hr />
<h2>
  🛒 Section 2: Purchases &ndash; Recording and Processing Incoming Stock
</h2>
<p>
  When new stock arrives at your facility, you record it here to:
</p>
<ul>
  <li>
    Increase item quantities
  </li>
  <li>
    Specify purchase cost and expiry dates
  </li>
  <li>
    Keep financial records updated
  </li>
  <li>
    Add multiple items from multiple suppliers in one place
  </li>
</ul>
<hr />
<h3>
  🎯 Key Features of the Purchases Section
</h3>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Feature
      </th>
      <th>
        What It Does
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        🔎
        <strong>
          Search Purchases
        </strong>
      </td>
      <td>
        Quickly find existing purchase records by supplier, date, or item
      </td>
    </tr>
    <tr>
      <td>
        ➕
        <strong>
          New Purchase
        </strong>
      </td>
      <td>
        Clears the form to start a new purchase order
      </td>
    </tr>
    <tr>
      <td>
        🖨️
        <strong>
          Print
        </strong>
      </td>
      <td>
        Print the purchase order for delivery or finance approval
      </td>
    </tr>
    <tr>
      <td>
        🧾
        <strong>
          Draft Order
        </strong>
      </td>
      <td>
        Save a draft purchase that hasn&rsquo;t been finalized
      </td>
    </tr>
    <tr>
      <td>
        ✅
        <strong>
          Complete Purchase
        </strong>
      </td>
      <td>
        Finalize the purchase &mdash; item quantities are updated in inventory
      </td>
    </tr>
    <tr>
      <td>
        🧮
        <strong>
          Total, Tax, Discount
        </strong>
      </td>
      <td>
        Automatically calculates final amount based on cost, shipping, tax, etc.
      </td>
    </tr>
    <tr>
      <td>
        📅
        <strong>
          Set Expiry
        </strong>
      </td>
      <td>
        Assign expiry dates for items if relevant
      </td>
    </tr>
    <tr>
      <td>
        🗑️
        <strong>
          Delete Item
        </strong>
      </td>
      <td>
        Remove an item from the purchase list
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h3>
  🧰 Real-Life Workflow: Creating a New Purchase Order
</h3>
<ol>
  <li>
    A truck delivers 100 cartons of surgical gloves from your supplier.
  </li>
  <li>
    Go to the
    <strong>
      Purchases
    </strong>
    tab.
  </li>
  <li>
    Click
    <strong>
      New Purchase
    </strong>
    .
  </li>
  <li>
    In the search bar, type &ldquo;Gloves&rdquo; and click to add them to the purchase.
  </li>
  <li>
    Enter:
  </li>
  <ul>
    <li>
      <strong>
        Quantity:
      </strong>
      100
    </li>
    <li>
      <strong>
        Cost price:
      </strong>
      $2.50 per carton
    </li>
    <li>
      <strong>
        Expiry:
      </strong>
      1 year from today
    </li>
    <li>
      <strong>
        Add shipping cost:
      </strong>
      $25
    </li>
    <li>
      <strong>
        Add tax:
      </strong>
      5%
    </li>
    <li>
      <strong>
        Description:
      </strong>
      &ldquo;Surgical Glove Resupply &ndash; ABC Pharma&rdquo;
    </li>
  </ul>
  <li>
    Click
    <strong>
      Create Draft Purchase Order
    </strong>
    to save for approval.
  </li>
  <li>
    Once verified, click
    <strong>
      Complete Purchase &amp; Reconcile
    </strong>
    .
  </li>
</ol>
<p>
  ✅ The item&rsquo;s quantity is updated in the store. Timeline is also updated for audit trail.
</p>
<hr />
<h3>
  🧾 Advanced Tip: Partial Receipts
</h3>
<p>
  If a delivery is partial, or you expect more quantities later:
</p>
<ul>
  <li>
    Create a draft
  </li>
  <li>
    Reopen it when the rest of the items arrive
  </li>
  <li>
    Only finalize when all items have been received
  </li>
</ul>
<hr />
<h2>
  🔍 Filters and Search Options
</h2>
<p>
  The Purchases &amp; Stock Alert page includes advanced filters for efficient tracking:
</p>
<ul>
  <li>
    <strong>
      Item Filter (Default):
    </strong>
    Search and view purchase or stock alert data for a specific product.
  </li>
  <li>
    <strong>
      Customer Filter:
    </strong>
    (Optional) View purchases linked to a specific customer when recording patient-specific inventory (e.g., custom supplies).
  </li>
  <li>
    <strong>
      Date Filter:
    </strong>
    Filter purchases and alerts by date range.
  </li>
</ul>
<p>
  ✅ Summary panels and purchase lists dynamically update to reflect applied filters.
</p>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 30px;">
  <div>
    <a href="https://sarutech.com/article/inventory_action_print_delete">
      ⬅️ Print or Delete Inventory Items
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_point_of_sale_page">
      Point of Sale Page ➡️
    </a>
  </div>
</div>


Purchases & Stock Alert Page

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/inventory_purchases_and_stock_alert_page">
      ⬅️ Purchases &amp; Stock Alert Page
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_store_to_store_transfers_page">
      Store-to-Store Transfers Page ➡️
    </a>
  </div>
</div>
<h1>
  🛒 Point of Sale (POS) Page
</h1>
<p>
  <em>
    &ldquo;Turn stock into sales &mdash; in just a few taps.&rdquo;
  </em>
</p>
<hr />
<h2>
  🎯 Purpose of the POS Page
</h2>
<p>
  The Point of Sale page is designed for retail-style sales, where customers walk in, select products or services, and pay immediately.
</p>
<p>
  It is optimized for:
</p>
<ul>
  <li>
    Cashiers
  </li>
  <li>
    Pharmacists
  </li>
  <li>
    Sales representatives
  </li>
  <li>
    Front-desk teams
  </li>
</ul>
<p>
  ✅ The POS is different from Purchases or Billing in that:
</p>
<ul>
  <li>
    The customer is paying now
  </li>
  <li>
    Stock levels are immediately updated
  </li>
  <li>
    A receipt or invoice can be printed or emailed instantly
  </li>
</ul>
<hr />
<h2>
  🔍 Filters and Search Options
</h2>
<p>
  The dropdown filter in the POS dashboard helps you refine transactions and find records efficiently:
</p>
<ul>
  <li>
    <strong>
      Item Filter (Default):
    </strong>
    Focus on sales of a specific product. This activates an autocomplete search box to narrow the list.
  </li>
  <li>
    <strong>
      Customer Filter:
    </strong>
    Quickly view transactions tied to a specific customer. Useful for repeat buyers or corporate clients.
  </li>
  <li>
    <strong>
      Date Filter:
    </strong>
    Filter sales to Today, This Week, Last Month, or set custom ranges.
  </li>
</ul>
<p>
  ✅ The cart and sales history panel dynamically update with your chosen filter.
</p>
<hr />
<h2>
  🛠️ Core Functions at a Glance
</h2>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Feature
      </th>
      <th>
        Purpose
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        🔍
        <strong>
          Search &amp; Add Items
        </strong>
      </td>
      <td>
        Add items to the cart from inventory
      </td>
    </tr>
    <tr>
      <td>
        ➕
        <strong>
          Add Custom Services
        </strong>
      </td>
      <td>
        Add services not tied to a product (e.g., consultation fees)
      </td>
    </tr>
    <tr>
      <td>
        🧾
        <strong>
          Enter Customer Info
        </strong>
      </td>
      <td>
        Optional &ndash; tag a customer to the sale
      </td>
    </tr>
    <tr>
      <td>
        💲
        <strong>
          Apply Discounts/Tax
        </strong>
      </td>
      <td>
        Apply percentage or fixed-value discounts
      </td>
    </tr>
    <tr>
      <td>
        💰
        <strong>
          Select Payment Method
        </strong>
      </td>
      <td>
        Cash, Card, Mobile Money, Bank Transfer, or Square integration
      </td>
    </tr>
    <tr>
      <td>
        🧾
        <strong>
          Print or Email Receipt
        </strong>
      </td>
      <td>
        Automatically send or print receipt
      </td>
    </tr>
    <tr>
      <td>
        🕒
        <strong>
          Suspend &amp; Resume Sales
        </strong>
      </td>
      <td>
        Temporarily pause a transaction (useful for multi-tasking)
      </td>
    </tr>
    <tr>
      <td>
        🧾
        <strong>
          Currency Switching
        </strong>
      </td>
      <td>
        Sell in foreign/local currencies if exchange rates are configured
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h2>
  🧰 Example Workflow: Walk-In Sale for Medicine
</h2>
<ol>
  <li>
    Open the
    <strong>
      POS Page
    </strong>
  </li>
  <li>
    In the search bar, type &ldquo;Ibuprofen&rdquo; &rarr; Click to add
  </li>
  <li>
    Set quantity: 2
  </li>
  <li>
    Search &ldquo;Multivitamin&rdquo; &rarr; Click to add
  </li>
  <li>
    Confirm prices or edit if needed
  </li>
  <li>
    (Optional) Add customer&rsquo;s name
  </li>
  <li>
    (Optional) Apply 10% discount (by selecting % or currency)
  </li>
  <li>
    Choose payment method: e.g., Cash
  </li>
  <li>
    Click
    <strong>
      Checkout
    </strong>
  </li>
  <li>
    Print or email receipt to the customer
  </li>
</ol>
<p>
  ✅ All done in under a minute.
</p>
<hr />
<h2>
  🔐 Payment Method Control
</h2>
<p>
  You can accept:
</p>
<ul>
  <li>
    Cash
  </li>
  <li>
    Card
  </li>
  <li>
    Mobile Money
  </li>
  <li>
    Bank Transfer
  </li>
  <li>
    Square POS Terminal (advanced integration)
  </li>
</ul>
<p>
  ✅ If you&rsquo;re using Square, a dropdown lets you pair the terminal and control it directly from the app.
</p>
<hr />
<h2>
  🛑 Suspending a Sale
</h2>
<p>
  Let&rsquo;s say you begin a sale, but the customer:
</p>
<ul>
  <li>
    Wants to go back and pick more items
  </li>
  <li>
    Doesn&rsquo;t have enough cash right now
  </li>
  <li>
    Is delayed by another request
  </li>
</ul>
<p>
  Click
  <strong>
    Suspend
  </strong>
  , and the transaction is saved temporarily. You can resume it later from the POS dashboard.
</p>
<hr />
<h2>
  🧾 Notes, Comments, and Receipts
</h2>
<ul>
  <li>
    Add internal notes to any sale (e.g., &ldquo;Paid in part by insurance&rdquo;)
  </li>
  <li>
    View comment history on past sales
  </li>
  <li>
    Add manual refunds or third-party payments (e.g., donations, external payers)
  </li>
  <li>
    Receipts include:
  </li>
  <ul>
    <li>
      Company branding (logo, address, tax ID)
    </li>
    <li>
      List of products
    </li>
    <li>
      Quantity, unit price, total amount
    </li>
    <li>
      Discounts and tax
    </li>
    <li>
      Customer name (if available)
    </li>
    <li>
      Staff name
    </li>
    <li>
      Barcode or QR code for traceability
    </li>
  </ul>
</ul>
<hr />
<h2>
  🧮 Example: Managing Currency &amp; Exchange Rates
</h2>
<p>
  If you allow multi-currency sales:
</p>
<ul>
  <li>
    Choose the correct currency at the top of the POS
  </li>
  <li>
    Prices are automatically converted
  </li>
  <li>
    Amount paid, change, and discounts are recalculated using the exchange rate
  </li>
  <li>
    Totals show in both currencies on the receipt
  </li>
</ul>
<hr />
<h2>
  🧾 Practical Use Case: Partial Payments or Insurance
</h2>
<p>
  A patient is insured for 80% of their medication. The family pays the remaining 20%.
</p>
<ol>
  <li>
    Enter the full sale
  </li>
  <li>
    Apply the insurance coverage
  </li>
  <li>
    The system calculates:
  </li>
  <ul>
    <li>
      Amount paid by insurer
    </li>
    <li>
      Balance due
    </li>
  </ul>
  <li>
    You collect the 20% from the family
  </li>
  <li>
    Print a single receipt showing both payments
  </li>
</ol>
<hr />
<h2>
  📬 Example: Email Receipt
</h2>
<p>
  If the customer&rsquo;s email is recorded:
</p>
<ul>
  <li>
    The system will automatically offer to send a receipt
  </li>
  <li>
    Receipts are formatted professionally for digital records
  </li>
  <li>
    ✅ Useful for telemedicine, corporate clients, or pharmacies doing home delivery
  </li>
</ul>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 30px;">
  <div>
    <a href="https://sarutech.com/article/inventory_purchases_and_stock_alert_page">
      ⬅️ Purchases &amp; Stock Alert Page
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_store_to_store_transfers_page">
      Store-to-Store Transfers Page ➡️
    </a>
  </div>
</div>


Point of Sale (POS) Page

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/inventory_stock_taking_audit_page">
      ⬅️ Stock Taking &amp; Audit Page
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_stock_taking_audit_page">
      ➡️ How to Perform Stock Taking &amp; Audits in Perfect Inventory Manager
    </a>
  </div>
</div>
<h1>
  🔄 Store-to-Store Transfers Page
</h1>
<p>
  <em>
    &ldquo;View and manage all transfers between your stores.&rdquo;
  </em>
</p>
<hr />
<h2>
  🧭 What Is This Page For?
</h2>
<p>
  This page helps you track, filter, and view past transfers between your stores. It provides a searchable and filterable list of all internal stock movements.
</p>
<p>
  ⚠️
  <strong>
    Important:
  </strong>
  You do not create a new transfer from this page. All actual transfers happen from the
  <strong>
    Inventory Page
  </strong>
  using the Transfer button.
</p>
<p>
  This page is strictly for:
</p>
<ul>
  <li>
    Reviewing past transfers
  </li>
  <li>
    Viewing transfer details (items, sender, destination, quantity)
  </li>
  <li>
    Exporting transfer data
  </li>
  <li>
    Generating summaries
  </li>
  <li>
    Printing transfer documents for audit or delivery sign-off
  </li>
</ul>
<hr />
<h2>
  🔍 Filters and Search Options
</h2>
<p>
  The dropdown filter allows you to refine transfer records easily:
</p>
<ul>
  <li>
    <strong>
      Item Filter (Default):
    </strong>
    Focus on transfers of a specific product. Selecting this activates an autocomplete search box and recalculates summary totals for that item.
  </li>
  <li>
    <strong>
      Customer Filter:
    </strong>
    (Optional) Used when reconciling customer-specific transfers (e.g., linked patient movements in clinics).
  </li>
  <li>
    <strong>
      Status Filter:
    </strong>
    Show only Pending, Packed, Shipped, or Received transfers.
  </li>
  <li>
    <strong>
      Date Filter:
    </strong>
    Narrow results to Today, This Week, Last Month, or a custom date range.
  </li>
</ul>
<p>
  ✅ The transfer list and summary panel dynamically update based on applied filters.
</p>
<hr />
<h2>
  📦 Real-Life Example: Internal Delivery Confirmation
</h2>
<p>
  The pharmacy sends 200 tablets to the Ward Store. The transaction was completed earlier from the Inventory Page.
</p>
<p>
  You now use this page to:
</p>
<ul>
  <li>
    Confirm the transfer went through
  </li>
  <li>
    View details like source and destination
  </li>
  <li>
    See whether it was marked as
    <strong>
      &ldquo;Shipped&rdquo;
    </strong>
    or
    <strong>
      &ldquo;Received&rdquo;
    </strong>
  </li>
  <li>
    Print a document for signing
  </li>
  <li>
    Reconcile with physical delivery
  </li>
</ul>
<hr />
<h2>
  🔍 Key Features Available on This Page
</h2>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Feature
      </th>
      <th>
        Purpose
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        🔎
        <strong>
          Search Bar
        </strong>
      </td>
      <td>
        Find specific transfers by item, store name, or user
      </td>
    </tr>
    <tr>
      <td>
        📅
        <strong>
          Date Filters
        </strong>
      </td>
      <td>
        Filter transfers by day, week, month, etc.
      </td>
    </tr>
    <tr>
      <td>
        🧾
        <strong>
          Status Tracking
        </strong>
      </td>
      <td>
        See whether transfer is Pending, Packed, Shipped, or Received
      </td>
    </tr>
    <tr>
      <td>
        📦
        <strong>
          Source &amp; Destination
        </strong>
      </td>
      <td>
        Easily confirm where the items came from and where they were delivered
      </td>
    </tr>
    <tr>
      <td>
        🖨️
        <strong>
          Print Transfer Record
        </strong>
      </td>
      <td>
        Generate printable transfer sheets
      </td>
    </tr>
    <tr>
      <td>
        📤
        <strong>
          Export CSV/JSON
        </strong>
      </td>
      <td>
        Export transfer logs for reconciliation or reporting
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h2>
  🧰 Example Workflow: Verifying a Transfer Record
</h2>
<ol>
  <li>
    Go to the
    <strong>
      Store-to-Store Transfers Page
    </strong>
  </li>
  <li>
    In the filter dropdown, choose
    <strong>
      &ldquo;This Week&rdquo;
    </strong>
  </li>
  <li>
    Scroll to find the transfer labeled:
  </li>
  <ul>
    <li>
      <strong>
        Source:
      </strong>
      Main Store
    </li>
    <li>
      <strong>
        Destination:
      </strong>
      Ward Store
    </li>
    <li>
      <strong>
        Status:
      </strong>
      Shipped
    </li>
  </ul>
  <li>
    Click the record to view:
  </li>
  <ul>
    <li>
      List of items transferred
    </li>
    <li>
      Quantities
    </li>
    <li>
      Who initiated the transfer
    </li>
    <li>
      Date and time
    </li>
  </ul>
  <li>
    Click
    <strong>
      Print
    </strong>
    to generate a sign-off sheet
  </li>
</ol>
<p>
  This makes it easy for both sending and receiving departments to keep transparent, auditable records.
</p>
<hr />
<h2>
  🛠️ Status Management
</h2>
<p>
  Each transfer record has a status field that shows the stage:
</p>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Status
      </th>
      <th>
        Meaning
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        <strong>
          Pending
        </strong>
      </td>
      <td>
        Transfer has been prepared but not yet packed
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Packed
        </strong>
      </td>
      <td>
        Items have been grouped for delivery
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Shipped
        </strong>
      </td>
      <td>
        Items have left the origin store
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Received
        </strong>
      </td>
      <td>
        Items were confirmed as delivered and added to the destination store
      </td>
    </tr>
  </tbody>
</table>
<p>
  ✅ The system updates status automatically during the workflow on the Inventory Page, but you can use this page to filter by status and see what's still in transit.
</p>
<hr />
<h2>
  📈 Use Case: Inventory Team Reconciliation
</h2>
<p>
  Once a week, the Inventory Officer runs through all
  <strong>
    &ldquo;Shipped&rdquo;
  </strong>
  but not
  <strong>
    &ldquo;Received&rdquo;
  </strong>
  transfers to follow up with the destination stores.
</p>
<h3>
  Steps:
</h3>
<ol>
  <li>
    Filter by status:
    <strong>
      &ldquo;Shipped&rdquo;
    </strong>
  </li>
  <li>
    Review each entry
  </li>
  <li>
    Call or email the destination department
  </li>
  <li>
    Confirm receipt and manually mark the transfer as
    <strong>
      &ldquo;Received&rdquo;
    </strong>
    if necessary
  </li>
</ol>
<hr />
<h2>
  🔄 Related Workflow (Done From Inventory Page)
</h2>
<p>
  Let&rsquo;s say the Main Store needs to send surgical gloves to the Theatre Store.
</p>
<ol>
  <li>
    Go to the
    <strong>
      Inventory Page
    </strong>
  </li>
  <li>
    Click
    <strong>
      Transfer
    </strong>
  </li>
  <li>
    Select items and quantity
  </li>
  <li>
    Choose destination:
    <strong>
      &ldquo;Theatre Store&rdquo;
    </strong>
  </li>
  <li>
    Submit the transfer
  </li>
  <li>
    Then, to verify:
  </li>
  <ul>
    <li>
      Come to this page &mdash; see that the transfer is now listed with all details
    </li>
    <li>
      Track status and print if needed
    </li>
  </ul>
</ol>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 30px;">
  <div>
    <a href="https://sarutech.com/article/inventory_stock_taking_audit_page">
      ⬅️ Stock Taking &amp; Audit Page
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_stock_taking_audit_page">
      ➡️ How to Perform Stock Taking &amp; Audits in Perfect Inventory Manager
    </a>
  </div>
</div>


How to Manage Store-to-Store Transfers in Perfect Inventory Manager

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/inventory_store_to_store_transfers_page">
      ⬅️ How to Manage Store-to-Store Transfers in Perfect Inventory Manager
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_income_and_service_billing_page">
      ➡️ How to Manage Income &amp; Service Billing in Perfect Inventory Manager
    </a>
  </div>
</div>
<h1>
  📋 Stock Taking &amp; Audit Page
</h1>
<p>
  <em>
    &ldquo;Keep your inventory accurate with regular audits.&rdquo;
  </em>
</p>
<hr />
<h2>
  🎯 Purpose of This Page
</h2>
<p>
  This page is designed for performing and recording stock audits, also known as stock taking. Unlike transfers or sales, audits are internal reviews &mdash; you&rsquo;re comparing the system&rsquo;s expected quantity with the actual quantity counted on the shelf.
</p>
<p>
  Use this page to:
</p>
<ul>
  <li>
    Create and manage stock audit records
  </li>
  <li>
    Reconcile discrepancies between physical and system quantities
  </li>
  <li>
    Record reasons for differences (e.g., expired, disposed, miscounted)
  </li>
  <li>
    Track who performed the audit, when, and for what store
  </li>
  <li>
    Export or print results for record-keeping
  </li>
</ul>
<hr />
<h2>
  📌 Who Uses This Page?
</h2>
<ul>
  <li>
    Inventory Officers
  </li>
  <li>
    Store Managers
  </li>
  <li>
    Pharmacy Heads
  </li>
  <li>
    Auditors or Compliance Teams
  </li>
</ul>
<p>
  ✅ It helps maintain accuracy, transparency, and accountability in stock management.
</p>
<hr />
<h2>
  🔍 Filters and Search Options
</h2>
<p>
  The dropdown filters make it easier to manage and review audits for specific contexts:
</p>
<ul>
  <li>
    <strong>
      Item Filter (Default):
    </strong>
    Focus audits on a specific product. Selecting this activates an autocomplete search box and recalculates summary data for that item only.
  </li>
  <li>
    <strong>
      Customer Filter:
    </strong>
    (Optional) Use this when reconciling stock related to customer-linked transactions, like patient-specific audits in clinics.
  </li>
  <li>
    <strong>
      Date Filter:
    </strong>
    Limit records to audits performed Today, This Week, Last Month, or custom ranges.
  </li>
  <li>
    <strong>
      Status Filter:
    </strong>
    View only Draft or Completed audits.
  </li>
</ul>
<p>
  ✅ Summary panels and item lists update dynamically with these filters.
</p>
<hr />
<h2>
  🛠️ What You Can Do Here
</h2>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Feature
      </th>
      <th>
        What It Does
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        ➕
        <strong>
          New Audit
        </strong>
      </td>
      <td>
        Create a new stock audit sheet
      </td>
    </tr>
    <tr>
      <td>
        ⬇️
        <strong>
          Download Items
        </strong>
      </td>
      <td>
        Export all products into a printable or Excel-friendly format
      </td>
    </tr>
    <tr>
      <td>
        🖨️
        <strong>
          Print Audit Sheet
        </strong>
      </td>
      <td>
        Print a clean copy for manual physical counting
      </td>
    </tr>
    <tr>
      <td>
        🔍
        <strong>
          Search or Add Product
        </strong>
      </td>
      <td>
        Look up products to include in the audit
      </td>
    </tr>
    <tr>
      <td>
        ✏️
        <strong>
          Enter Actual Counts
        </strong>
      </td>
      <td>
        Input counted quantity, disposed quantity, or comments
      </td>
    </tr>
    <tr>
      <td>
        ☑️
        <strong>
          Reconcile Checkbox
        </strong>
      </td>
      <td>
        Automatically adjust system quantity to match audit count (if needed)
      </td>
    </tr>
    <tr>
      <td>
        📤
        <strong>
          Submit Audit
        </strong>
      </td>
      <td>
        Save and lock the audit so it cannot be edited
      </td>
    </tr>
    <tr>
      <td>
        🗑️
        <strong>
          Delete Draft Audit
        </strong>
      </td>
      <td>
        Remove incomplete or test audits
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h2>
  🧰 Example Workflow: Conducting a Pharmacy Audit
</h2>
<ol>
  <li>
    Go to
    <strong>
      Stock Taking &amp; Audit Page
    </strong>
  </li>
  <li>
    Click
    <strong>
      &ldquo;New Audit&rdquo;
    </strong>
  </li>
  <li>
    Enter a name like:
    <em>
      &ldquo;Pharmacy Store &ndash; May Audit&rdquo;
    </em>
  </li>
  <li>
    Click
    <strong>
      Download Items
    </strong>
    to print a hard copy
  </li>
  <li>
    Walk through the store and manually count each product
  </li>
  <li>
    Return to the app and:
  </li>
  <ul>
    <li>
      Search each product
    </li>
    <li>
      Enter:
    </li>
    <ul>
      <li>
        <strong>
          Actual Quantity
        </strong>
      </li>
      <li>
        <strong>
          Disposed Items
        </strong>
        (e.g., expired syrups)
      </li>
      <li>
        <strong>
          Any comments
        </strong>
      </li>
    </ul>
  </ul>
  <li>
    Tick the
    <strong>
      &ldquo;Reconcile&rdquo;
    </strong>
    box if you want the system to automatically update the inventory based on your count
  </li>
  <li>
    Click
    <strong>
      Submit
    </strong>
  </li>
</ol>
<p>
  ✅ The audit is now saved, and all updates will be reflected in item timelines.
</p>
<hr />
<h2>
  🧮 Fields Explained
</h2>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Field
      </th>
      <th>
        Meaning
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        <strong>
          Expected
        </strong>
      </td>
      <td>
        What the system thinks is in stock
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Available
        </strong>
      </td>
      <td>
        What you physically counted
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Disposed
        </strong>
      </td>
      <td>
        Quantity removed due to expiry, damage, or waste
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Comment
        </strong>
      </td>
      <td>
        Reason for discrepancies or notes for future reference
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Status
        </strong>
      </td>
      <td>
        Draft or Completed
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Reconciled
        </strong>
      </td>
      <td>
        If true, the system updates inventory to match what was counted
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h2>
  🧠 Best Practices
</h2>
<ul>
  <li>
    Always keep the audit in &ldquo;Draft&rdquo; until you&rsquo;ve confirmed all data
  </li>
  <li>
    Use Dispose to track waste or losses separately &mdash; this feeds into loss/profit reports
  </li>
  <li>
    Include comments like &ldquo;Found extra unit on side shelf&rdquo; or &ldquo;Expired batch discarded&rdquo;
  </li>
  <li>
    Use Pagination to manage audits with many products
  </li>
</ul>
<hr />
<h2>
  📤 What Happens After Submission?
</h2>
<ul>
  <li>
    The audit is saved as Completed
  </li>
  <li>
    It&rsquo;s no longer editable
  </li>
  <li>
    All reconciled quantities are updated in real-time inventory
  </li>
  <li>
    Item timelines reflect the stock adjustment
  </li>
  <li>
    You can print or export the audit for signatures, reviews, or archiving
  </li>
</ul>
<hr />
<h2>
  🖨️ Optional Printout
</h2>
<p>
  After auditing:
</p>
<ul>
  <li>
    Print the result sheet
  </li>
  <li>
    Add your signature and that of the supervising officer
  </li>
  <li>
    File it physically or scan and attach to the audit record via the Files tab (in item view)
  </li>
</ul>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 30px;">
  <div>
    <a href="https://sarutech.com/article/inventory_store_to_store_transfers_page">
      ⬅️ How to Manage Store-to-Store Transfers in Perfect Inventory Manager
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_income_and_service_billing_page">
      ➡️ How to Manage Income &amp; Service Billing in Perfect Inventory Manager
    </a>
  </div>
</div>


How to Perform Stock Taking & Audits in Perfect Inventory Manager

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/inventory_stock_taking_audit_page">
      ⬅️ Stock Taking &amp; Audit
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_product_sales_management_page">
      ➡️ How to View &amp; Manage Product Sales in Perfect Inventory Manager
    </a>
  </div>
</div>
<h1>
  💵 Income &amp; Service Billing Page
</h1>
<p>
  <em>
    &ldquo;View and manage all non-product billing transactions &mdash; like service charges or miscellaneous income.&rdquo;
  </em>
</p>
<hr />
<h2>
  ⚠️ Important Reminder
</h2>
<p>
  This page is
  <strong>
    not used to create new bills
  </strong>
  .
</p>
<p>
  All actual billing (for services, income, or payments) must be done via the
  <strong>
    POS Page
  </strong>
  .
</p>
<p>
  This page is solely for:
</p>
<ul>
  <li>
    Reviewing previously recorded income or service charges
  </li>
  <li>
    Filtering and searching bills
  </li>
  <li>
    Viewing payment status (e.g., Paid, Unpaid, Partial)
  </li>
  <li>
    Exporting and printing for accounting or audit purposes
  </li>
  <li>
    Following up on outstanding balances
  </li>
</ul>
<hr />
<h2>
  🎯 What Qualifies as &ldquo;Income or Service Billing&rdquo;?
</h2>
<ul>
  <li>
    Charges for consultations or clinical services
  </li>
  <li>
    Utility refunds, donations, or miscellaneous income
  </li>
  <li>
    Manual entries for services billed outside product sales
  </li>
</ul>
<hr />
<h2>
  🔍 Filters and Search Options
</h2>
<p>
  The dropdown filter enhances your ability to analyze and focus on specific records:
</p>
<ul>
  <li>
    <strong>
      Item Filter (Default):
    </strong>
    Filter records by a specific service or income type. Selecting this activates an autocomplete search box, and the summary panel recalculates to show only data for that item.
  </li>
  <li>
    <strong>
      Customer Filter:
    </strong>
    Narrow the view to show all bills related to a single customer. Useful for following up on balances or providing detailed statements.
  </li>
  <li>
    <strong>
      Status Filter:
    </strong>
    Show only Paid, Unpaid, or Partially Paid records.
  </li>
  <li>
    <strong>
      Date Filter:
    </strong>
    Quickly filter by Today, This Week, Last Month, or set a custom date range.
  </li>
</ul>
<p>
  ✅ The summary chart and list below adjust in real-time to reflect applied filters.
</p>
<hr />
<h2>
  🔍 Key Features of This Page
</h2>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Feature
      </th>
      <th>
        Purpose
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        🔎
        <strong>
          Search Bar
        </strong>
      </td>
      <td>
        Find bills by customer name, date, service type, or status
      </td>
    </tr>
    <tr>
      <td>
        📅
        <strong>
          Date Filter
        </strong>
      </td>
      <td>
        Quickly filter by Today, This Week, Last Month, etc.
      </td>
    </tr>
    <tr>
      <td>
        💳
        <strong>
          Unpaid Filter
        </strong>
      </td>
      <td>
        Show only unpaid or partially paid bills
      </td>
    </tr>
    <tr>
      <td>
        📊
        <strong>
          Bill Summary
        </strong>
      </td>
      <td>
        View bill details like amount, balance, customer, service name
      </td>
    </tr>
    <tr>
      <td>
        📄
        <strong>
          View Bill Details
        </strong>
      </td>
      <td>
        Open the detailed bill for payments, refund, or return tracking
      </td>
    </tr>
    <tr>
      <td>
        📤
        <strong>
          Export CSV / JSON
        </strong>
      </td>
      <td>
        Download records for accounting
      </td>
    </tr>
    <tr>
      <td>
        🖨️
        <strong>
          Print
        </strong>
      </td>
      <td>
        Print the bill or summary for filing or customer copy
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h2>
  📊 Summary Charts
</h2>
<p>
  <em>
    &ldquo;A live dashboard showing total income, unpaid balances, and payment trends.&rdquo;
  </em>
</p>
<p>
  Whenever you aren&rsquo;t viewing a specific bill, the system shows a
  <strong>
    summary chart
  </strong>
  on the right-hand side of the screen. This summary gives a quick snapshot of your financial data for the selected category (in this case, income).
</p>
<p>
  It&rsquo;s part of the shared component called
  <strong>
    page-summary-inventory
  </strong>
  , and it provides live data summaries for the currently active mode &mdash; in this case, income mode.
</p>
<h3>
  📊 What the Summary Chart Shows
</h3>
<table border="1" cellpadding="6">
  <thead>
    <tr>
      <th>
        Metric
      </th>
      <th>
        Description
      </th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>
        <strong>
          Total Records
        </strong>
      </td>
      <td>
        The number of income entries created in the selected date range
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Total Amount
        </strong>
      </td>
      <td>
        Total value of all service charges and income logged
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Total Paid
        </strong>
      </td>
      <td>
        How much has actually been received from customers
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Unpaid Balance
        </strong>
      </td>
      <td>
        Total outstanding amount still owed across all income records
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Date Filter
        </strong>
      </td>
      <td>
        Options like &ldquo;Today,&rdquo; &ldquo;This Month,&rdquo; &ldquo;Last Month&rdquo; to adjust the view
      </td>
    </tr>
    <tr>
      <td>
        <strong>
          Search Bar
        </strong>
      </td>
      <td>
        Lets you narrow down records for the summary (e.g., by patient or service)
      </td>
    </tr>
  </tbody>
</table>
<hr />
<h2>
  🧠 Best Practices
</h2>
<ul>
  <li>
    Use the chart before monthly close to catch unpaid records
  </li>
  <li>
    Filter by date, customer, or service to identify trends
  </li>
  <li>
    Export filtered data for insurance reconciliation or reporting
  </li>
  <li>
    Always check the unpaid balance column for early detection
  </li>
</ul>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 30px;">
  <div>
    <a href="https://sarutech.com/article/inventory_stock_taking_audit_page">
      ⬅️ Stock Taking &amp; Audit
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory-introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Inventory Manager
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/inventory_product_sales_management_page">
      ➡️ How to View &amp; Manage Product Sales in Perfect Inventory Manager
    </a>
  </div>
</div>


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Perfect Inventory Manager

The Perfect Inventory Manager – Introduction

Purchases & Stock Alert Page

Point of Sale (POS) Page

How to Manage Store-to-Store Transfers in Perfect Inventory Manager

How to Perform Stock Taking & Audits in Perfect Inventory Manager

How to Manage Income & Service Billing in Perfect Inventory Manager