Getting Started

The Inventory Management module brings full stock control to Concord CRM. Track products across multiple warehouses and bins, manage stock levels in real time, process shipments with FIFO holding, and maintain a complete audit trail of every stock movement.

Key Capabilities

• Multi-Warehouse Stock Tracking -- monitor quantities, on-hold amounts, and availability across locations
• Automatic Stock Creation -- stocks are generated automatically from receipt items
• FIFO Stock Holding -- shipments consume stock in first-in-first-out order
• Stock Adjustments & Transfers -- increase, decrease, or move stock with mandatory reason logging
• Real-Time Updates -- all stock figures update instantly across the system

Requirements

Requirement	Version
Concord CRM	Latest stable release
PHP	8.1 or higher
MySQL	5.7 or higher

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Installation & Activation

1. Download the Module

1. Go to your marketplace downloads page
2. Download the Inventory Management Module ZIP file
3. Save your License Key -- you will need it for activation

2. Upload the Module

1. Log in to your Concord CRM admin panel
2. Navigate to Settings -> Modules
3. Click Upload Module
4. Select the downloaded ZIP file and click Upload
5. If prompted, refresh the page to see the new module in the list

3. Activate the Module

1. Find Inventory Management in the modules list
2. Click Activate
3. If a database migration screen appears, click Run Migrations to create the required tables

4. Enter License Key

1. You will be redirected to the module activation screen
2. Enter your License Key
3. Click Activate
4. Wait for verification -- a success message confirms the module is ready

5. Verify Installation

After activation you should see the following additions in your CRM:

• Inventory menu item in the sidebar
• Access to Stocks, Warehouses, Bins, and Products sections
• Integration hooks with the Receipt and Shipment workflows

First Steps

Before creating stock manually, set up your Warehouses and Bins in the Predefined Settings, then create products in the Product Catalog. Stocks will be generated automatically as you process receipts.

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Core Concepts

Understanding these concepts will help you get the most from the module:

Concept	Description
Product	The item being tracked (linked from the Product Catalog)
Warehouse	A physical or logical storage location
Bin	A sub-location within a warehouse for precise placement
Quantity	Total number of units in stock
On Hold	Units reserved for pending shipments (not available for new orders)
Available	Units that can be allocated (Quantity - On Hold)
Cost Price	The purchase/acquisition cost per unit
Selling Price	The price at which the product is sold
Created By	The user who created or triggered the stock entry

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Module Integrations

The Inventory Management module works hand-in-hand with several other parts of Concord CRM:

• Receipt Management -- receipt items automatically create stock entries
• Shipment Management -- shipments consume stock using FIFO holding
• Product Catalog -- products referenced in stock records come from the catalog
• Warehouse & Bin Management -- stocks are assigned to specific warehouse/bin combinations
• User Management -- every stock action records the responsible user
• Stock Ledger -- all movements are logged for full traceability

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Troubleshooting

Issue	Solution
Module does not appear after upload	Refresh the page; check that the ZIP file is not corrupted
Activation fails	Verify your license key has no extra spaces; check internet connection
Migration errors	Ensure your database user has CREATE/ALTER table permissions
Stocks not auto-created from receipts	Confirm receipts are fully saved and the module is activated

Important Notes

• One license per domain -- each Concord CRM installation requires its own license
• Backup first -- always back up your database before installing or updating modules
• Keep Concord updated -- the module is tested against the latest stable release of Concord CRM