Inventory Preferences
Inventory preferences control how stock, items, warehouses, and inventory forms behave across SevenLedger. These settings affect item creation, warehouse operations, and what data users can capture on inventory records.
Inventory Settings Areas
The inventory settings UI is organized into these sections:
- General Settings
- Item
- Warehouse Transfer
- Multiple Warehouse
General Settings
The General Settings page contains feature toggles that turn major inventory behaviors on or off for the organization.
| Setting | What it does | When to use it |
|---|---|---|
Negative Stock | Allows stock to go below zero. | Use only if your team records sales or consumption before stock receipts are entered. |
Pricelist | Enables price list functionality for inventory-related pricing flows. | Use when you maintain different prices for different contexts or customer groups. |
Item Variables | Enables item variable or variation behavior. | Use when your item catalog depends on attributes such as size, color, or variant combinations. |
Multiple Units | Lets items work with more than one unit of measure. | Use when you buy, store, and sell the same item in different units such as carton, box, and piece. |
Multiple Warehouse | Enables multi-warehouse operations. | Use when stock is stored in more than one warehouse, branch, or fulfillment location. |
HSN Code | Enables HSN code support on items. | Use when tax or compliance reporting requires HSN classification. |
Multiple Warehouse behavior
When Multiple Warehouse is enabled, SevenLedger exposes warehouse-specific settings and warehouse-aware flows. If you try to disable it while multiple active warehouses still exist, the app checks your warehouse state first instead of silently switching it off.
Item Settings
The Item settings area is where you define reusable item structure and the extra fields your team can capture on item records.
Item Custom Fields
The Item settings page includes a custom field manager for item master records.
Use item custom fields when the standard item form is not enough and your team needs additional searchable or reportable information such as:
- brand owner
- shelf life notes
- internal classification
- sourcing tags
- compliance reference numbers
Product Units
Use Product Units to manage the units of measure available during item setup and transactions.
Common examples:
PieceBoxCartonKgLiter
If Multiple Units is enabled in General Settings, these units become more important because users may store a base unit and alternate units for the same item.
Product Categories
Use Product Categories to organize items into reporting and operational groups.
Common examples:
- Raw Materials
- Finished Goods
- Consumables
- Packaging
Categories help with filtering, reporting, and consistent item setup.
Product Attributes
Use Product Attributes when items need structured characteristics such as:
- size
- color
- flavor
- material
These are especially useful if your item behavior depends on variable or variant-style setup.
Warehouse Transfer Settings
The Warehouse Transfer settings page is currently used for custom fields on warehouse transfer documents.
Add custom fields here when your transfer form needs extra operational data such as:
- transport reference
- driver name
- dispatch batch
- internal movement reason
This is useful for organizations that want transfer documents to carry branch-specific or logistics-specific details.
Multiple Warehouse Settings
When multi-warehouse mode is enabled, SevenLedger exposes two extra management areas.
Multi Warehouse
This section is used to manage the warehouses available to the organization.
Typical warehouse data includes:
- warehouse name
- active or inactive status
- branch or location usage
Warehouse Permissions
This section controls which members can access or work with warehouse-level operations.
Use warehouse permissions when:
- branches should only see their own stock,
- not every user should create transfers,
- warehouse actions need tighter operational control.
Best Practice
- Turn on only the inventory features your team will actually use.
- Set up units, categories, and attributes before large item imports.
- Use custom fields only for information your team will consistently fill out.
- Avoid enabling negative stock unless your operation truly needs it.