This guide provides general planning information. Product, technical, legal and tax requirements should be verified for your own business.
- Describe movements, not feature names
- Include exceptions and permissions
- Use sample data in demos
Describe the item model
List units, variants, barcodes, batches, expiry dates and pack sizes only where they genuinely apply.
- Required identifiers
- Units and conversions
- Variant dimensions
- Supplier and pricing records
Map every stock movement
Receiving, sale, return, transfer, damage and adjustment should each have an owner and evidence.
Define reports and acceptance
Bring examples of the reports used to make decisions. Write test cases for stock counts, valuation inputs and user permissions before rollout.