Inventory Management — Overview & module guide

Features

Dashboard & stock

• Live dashboard with stock value, movement trends, low-stock count, and expiring items
• Multi-warehouse stock overview with batch/serial/expiry columns
• Opening stock entry
• Stock movements ledger (full audit trail)

Warehouses & locations

• Warehouse CRUD with manager assignment
• Bin/location management (zone, aisle, rack, shelf, bin code)

Operations

• Stock transfers — draft → approval → in transit → received workflow
• Stock adjustments — increase/decrease with optional approval
• Reorder rules — min/max qty per item/warehouse
• Low stock alerts — in-app notifications and email (realtime + cron)

Batch, serial & expiry

• Batch/serial tracking on stock rows
• Batch/serial CRUD with status badges
• Expiry alerts for stock nearing expiration

Purchase integration

• Syncs with Purchase Management module (modules/purchase_management/)
• GRN posting updates inventory stock and creates movements
• GRN cancel reverses stock correctly
• Mirrors GRN records in inventory_purchase_receives

Reports & audit

• Stock valuation, movement, transfer, adjustment, and expiry reports
• CSV export on supported reports
• Full audit log viewer with detail view and CSV export

BIXCRM integration

• Invoice stock deduction (configurable trigger: manual, creation, sent, paid)
• Credit note stock restoration (v1.1.0)
• Invoice cancel/delete stock restoration (v1.1.0)
• Estimate stock reservation (optional)
• “Manage Stock” link on invoice item modal and items list

REST API (v1.1.0)

• Read-only endpoints for warehouses, stock, movements, and low stock
• API key authentication (X-INV-API-Key)
• Disabled by default — enable in Settings

Cron & email alerts

• Low stock alerts from reorder rules
• Expiry alerts from stock rows within alert window
• Cooldown deduplication via inventory_alert_logs
• Recipients: warehouse manager, optional extra staff IDs, active admins

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Requirements

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Permissions

\* Transfer and adjustment capabilities use their own feature keys when approval workflows apply.

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Quick start

1. Create a warehouse — Inventory Management → Warehouses
2. Add locations (optional) — Inventory Management → Locations / Bins
3. Enter opening stock — Inventory Management → Opening Stock
4. Set reorder rules — Inventory Management → Reorder Rules
5. Review dashboard — Inventory Management → Dashboard

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Settings reference

Configure under Inventory Management → Settings. Use Run Alerts Now to test cron alerts without waiting for the scheduler.

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Workflows

Stock transfer

Draft → Request approval → Approved → In transit → Received
                ↓                              ↓
            Rejected                        Cancelled

When approval is required (default), stock is reserved/deducted at the appropriate stage and received into the destination warehouse.

Stock adjustment

Draft → Pending approval → Approved (stock updated)
                ↓
            Rejected

Low stock alert

Triggered when available_qty <= min_qty on an active reorder rule:

• Realtime — on stock update via inventory_management_notify_low_stock()
• Cron — scans all reorder rules on each cron run
• Respects cooldown per item/warehouse combination

Expiry alert

Triggered when stock has expiry_date within inventory_expiry_alert_days and qty_available > 0.

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Purchase Management integration

When Purchase Management is installed and sync is enabled:

Stock updates are idempotent — duplicate movements for the same reference are prevented.

Manual purchase receiving is still available under Inventory Management → Purchase Receiving for non-GRN workflows.

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Cron alerts

Registered with BIXCRM via:

• after_cron_run → inventory_management_cron_handler
• numbers_of_features_using_cron_job — counts this module when enabled
• used_cron_features — shows “Inventory Management stock & expiry alerts”

Recipients (in order):

1. Warehouse manager (inventory_warehouses.manager_id)
2. Extra staff from inventory_cron_alert_staff_ids
3. All active admin staff

Deduplication: Alerts are logged in inventory_alert_logs. The same alert key is not sent again within the cooldown window.

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BIXCRM hooks used

Outbound (this module registers)

Filters

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Development notes

Items table column

BIXCRM stores items in tblitems with primary key id, not itemid. Dropdowns alias id AS itemid via inventory_management_get_items(). Always join on items.id.

Date filters in queries

Avoid CodeIgniter query builder with DATE() or DATE_FORMAT() in WHERE clauses — use raw SQL or datetime ranges. This prevents DataTables infinite loading and dashboard SQL errors.

DataTables JSON format

Server-side tables must return:

{
  "draw": 1,
  "iTotalRecords": 0,
  "iTotalDisplayRecords": 0,
  "aaData": []
}

Use inventory_management_get_table_path() for table view paths.

Paths in module code

Prefer FCPATH . 'modules/inventory_management/' over module_dir_path() inside models and helpers.

Helper functions (common)

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Troubleshooting

Check Setup → Activity Log for inventory cron summaries and sync errors.

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