Easy Inventory operations guide

Easy Inventory keeps selling and warehousing in one place: you order from suppliers, receive goods into the warehouse, sell at the counter or take orders from marketplaces, pick and ship, then count stock periodically to make sure the numbers match the shelves. This guide follows those jobs. Each page covers one complete job you can finish, not a screen-by-screen tour.

If the system is new to you, start with the rollout order. If you are looking at a screen and are not sure which job it belongs to, use the screen lookup table at the end.

How goods move through the system

Seen from above, every operation in Easy Inventory is one leg of the same journey. Goods enter through a stock-in entry, sit in stock, then leave by one of several exits: sold at the counter, shipped against an order, written off or returned to the supplier, or transferred to another warehouse. Counting is the loop that brings the system back in line with reality.

Each leg has its own page:

Leg	Page
Order and receive goods	Purchase and receive
Goods inside the warehouse: issue, transfer, adjust	Issue, transfer, and adjust stock
Sell directly to customers	Sell, return, and use kiosk
Orders arriving from channels	Process channel orders, then Pick, check, and ship
Bring system numbers back to reality	Count and reconcile inventory

Every stock change goes through a document

Easy Inventory never lets anyone type over a stock number. To change stock, you create a document: a stock-in entry, a stock-out entry, a transfer, or a count adjustment. That is why the stock ledger can always answer the question "where did this number come from".

Every warehouse document moves through the same states:

Three things worth remembering:

• A document in Draft or Submitted has not touched stock yet. If stock "did not go up" after receiving, the document is almost certainly still waiting under Stock Documents → Stock Receipts.
• If your company has not turned on mandatory approval, documents go straight from submission to Completed without the waiting step.
• Transfers add an in-transit gap: goods have left the source warehouse but not yet arrived at the destination. The issue and transfer page covers that gap in detail.

What you are trying to do

Find the row that matches your job and open the page:

You need to	Read
Bring the system live for the first time	Set up the system, then Catalog and warehouses
Order from suppliers, receive into the warehouse	Purchase and receive
Issue stock, transfer between warehouses, adjust	Issue, transfer, and adjust stock
Pick and check orders before shipping	Pick, check, and ship
Sell at the counter, handle returns, run a kiosk	Sell, return, and use kiosk
Handle orders coming in from sales channels	Process channel orders
System stock does not match what is on the shelf	Count and reconcile
Attach tags, read tags, count with RFID	Manage RFID
Track debt, manage consignment stock	Debt and consignment
Review sales and inventory numbers	Review reports
Add users, control access	Users and security
Turn on modules, connect other systems	Settings and integrations
An action fails or numbers look wrong	Troubleshooting

What order to follow on a new rollout

The first four steps must run in order, because each one feeds the next:

1. Set up the system: company details, modules, warehouse rules.
2. Create the catalog and warehouses: documents created later need products and warehouses to pick from.
3. Load opening stock with stock-in entries.
4. Issue and transfer once goods start moving.

Skip the catalog step and you hit a wall immediately: stock-in entries have no products to add and the POS screen has nothing to sell. After these four steps, read the remaining pages as the need comes up, in any order.

Find a page by screen

You are on a screen and want to know which job it belongs to. The left column shows menu items exactly as the interface displays them:

Menu item	Page
Dashboard, Reports	Review reports
Products, Product Categories, Warehouses	Catalog and warehouses
POS, POS Sessions, Vouchers	Sell, return, and use kiosk
Order History	Sell, return, and use kiosk, Process channel orders
Customers, Debts, Consignment, Consignment reports	Debt and consignment
Suppliers, Purchase Orders, Stock In	Purchase and receive
Stock Out, Stock Transfers, Stock Ledger	Issue, transfer, and adjust stock
Pick Lists, Goods Issue Notes, Verify Order	Pick, check, and ship
Stock Receipts (documents awaiting approval)	Purchase and receive, Issue, transfer, and adjust stock
Stock Levels, Stock Audit	Count and reconcile
Remote Sync	Process channel orders
Tag List, Tag Inspect, Map locations, Scan to Remove, Removed Tags, Check Item	Manage RFID
Users, Roles, Permissions, Activity Logs	Users and security
Settings: General Settings, Features, Inventory settings	Set up the system
Settings: Integrations, Shipping carriers	Process channel orders
Settings: Payment Gateways, Printing, the Kiosk group	Sell, return, and use kiosk
Settings: RFID Readers, MQTT Config, Pair a Tablet	Manage RFID
Settings: the Security group	Users and security
Settings: API Access, Webhooks, AI Integration, Telemetry, Sample Data	Settings and integrations

How to read these pages

Every task page opens with the outcome you are working toward, lists prerequisites only when the job can be blocked by them, numbers the actions in the order you perform them, and ends with what to check when the numbers do not add up.

Bold text is a label shown on the English interface, so you can match it against the screen in front of you. If your interface runs in Vietnamese, switch to the Vietnamese guide.

If a menu item mentioned in a guide is missing from your screen, one of three things is true: the module is turned off, the subscription plan does not include the feature, or your account lacks the permission. That is not a system fault; Users and security and Settings and integrations show where to check.

"Operational guidance" callouts are practices worth following; the software does not enforce them for you.