1. Add Warehouses2. Build the Catalogue3. Enter Opening Stock4. Low-Stock Alerts5. Stock Transfers6. Committed vs Available7. Reconcile After a Count
See how a BOQ automatically decrements this stock as material moves to a job.
Add Your Warehouse Locations
Why it matters: Every physical location needs its own record - stock at one site shouldn’t appear available at another.
- Go to Operations → Warehouses → Add Warehouse
- Enter the name, address, and a manager contact for each location
Result: Every physical warehouse location appears in the Warehouses list.
Build Your Product Catalogue
Why it matters: A shared catalogue means every BOQ pulls from the same pricing - no more inconsistent quotes across reps.
- Go to Operations → Products → Add Product
- Enter each material with its purchase cost and selling cost
- Group similar items into categories for faster BOQ selection later
Result: Your full material catalogue appears with accurate purchase and selling costs.
Enter Opening Stock Per Warehouse
Why it matters: Inventory data is only trustworthy from day one if opening stock is accurate - retrofitting it after go-live means reconciling against jobs already in progress.
- Go to each warehouse’s Inventory tab
- Enter current stock quantity for every product, based on a recent physical count
- Import via CSV instead if your catalogue is large
Result: Every warehouse shows accurate opening stock for every product.
Set Low-Stock Alerts
Why it matters: A stock-out discovered mid-installation is far more expensive than one caught a week in advance.
- Go to Operations → Products and set a minimum threshold per item
- Enable notifications to the Store Manager when stock falls below threshold
Result: A test product below its threshold triggers a low-stock notification.
Record a Stock Transfer Between Warehouses
Why it matters: Materials move between sites constantly - logging the transfer is what keeps both warehouses’ numbers accurate.
- Go to Operations → Stock Transfers → New Transfer
- Select the source and destination warehouse, and the quantity moving
- Confirm receipt at the destination warehouse once it arrives
Result: Stock decreases at the source warehouse and increases at the destination once confirmed.
Review Stock Committed vs Available
Why it matters: "In stock" isn’t the same as "available" - material already allocated to an open requisition shouldn’t be promised to a second job.
- Open the Inventory dashboard for any warehouse
- Review the breakdown: Opening Stock, Committed, Available, On Purchase Order
- Use Available, not Opening Stock, when deciding if a new BOQ can be fulfilled
Result: The dashboard clearly separates committed stock from what’s actually available to allocate.
Reconcile After a Physical Count
Why it matters: Even an automated system drifts occasionally - a periodic physical count keeps the numbers trustworthy long-term.
- Schedule a quarterly (or more frequent) physical stock count
- Compare counted quantities against OneSolar CRM’s recorded stock
- Adjust any discrepancies with a note explaining the cause
Result: Recorded stock matches the physical count, with discrepancies documented, not silently overwritten.
You’ve completed this tutorial
Inventory is live and updating automatically. Next: run a full project from lead to commissioning and watch stock move in real time.
Continue learning
Keep going with the next tutorials in the Solar CRM series.