Workflows & examples

1. Receiving from a purchase order

1. Procurement approves a purchase order.
2. Goods arrive; create a GRN in Inventory → GRN against that PO.
3. Enter received quantities in the purchase unit — UOM conversion stores them in the base unit and increases on-hand.
4. Posting the GRN values the stock and posts to Accounting; it also feeds 3-Way Matching for the supplier bill.

2. Fulfilling a sales order

1. A sales order is confirmed in Sales.
2. Goods Issue consumes stock (converting sell units to base, posting COGS).
3. The order moves through Outbound Picking → Packing → Dispatch → Transit.
4. On delivery, the shipment lands in Outbound History and Finance can invoice the shipped goods.

3. Cycle count to correction

1. Start a count in Inventory → Stocktaking for a warehouse or category.
2. Enter counted quantities; XBuddy shows the variance vs. system on-hand.
3. Post the count — differences create Adjustments that reconcile on-hand and post to Accounting.