Configure Inventory Settings
Before you start adding products or recording transactions, it is essential to configure the behavior of your inventory system. Sevenledger offers a suite of global settings that allow you to tailor the platform to your specific operational needs, from allowing negative stock to managing multi-location logistics.
To access these settings, navigate to Inventory > General Settings.
General Settings
These master switches control which features are active in your Sevenledger workspace.
| Setting | Description |
|---|---|
| Negative Stock | Caution Recommended. When enabled, this allows you to sell items even if the system quantity is zero. This is useful for high-volume retail where physical stock moves faster than data entry, but it requires strict reconciliation later. |
| Pricelist | Enable this to create multiple price tiers (e.g., “Wholesale,” “Retail,” “VIP”). This allows you to assign different price lists to specific customers. |
| Item Variables | Enables the creation of variable products that have defining attributes (like Size or Color). |
| Multiple Units | Essential for wholesalers. Enable this if you buy and sell in different units of measure (e.g., purchasing in “Cartons” but selling in “Pieces”). |
| Multiple Warehouse | Enable this to track stock across different physical locations (e.g., “Main Store,” “Warehouse A”). |
| HSN Code | Enables a dedicated field for the Harmonized System of Nomenclature code, which is often required for tax compliance and shipping. |
Item Configuration
Navigate to the Item tab to define the structural building blocks of your product database.
Product Categories
Categories allow you to group items for organized reporting and accounting.
- Usage: Create broad groups like “Electronics,” “Apparel,” or “Raw Materials.”
- Status: Categories can be set to Active or Inactive to hide them from selection menus without deleting them.
Product Units
Define the units of measure you use in your business.
- Standard Units: Common examples include
pcs,kg,m,L. - Compound Units: If Multiple Units is enabled, you will map these simple units together in the individual item settings (e.g., 1 Box = 12 pcs).
Product Attributes
Attributes are specific details used to describe items, particularly if you are using Item Variables.
- Examples: Color, Size, Material, Fabric.
- Options: You can define specific values for each attribute (e.g., Attribute: “Size” -> Options: “S, M, L, XL”).
Custom Fields
If the standard item form lacks a specific field you need (e.g., “Bin Location” or “Manufacturer Warranty Date”), you can create Custom Fields. These will appear on the item creation form and can be required or optional.
Warehouse Management
Requires “Multiple Warehouse” to be enabled in General Settings.
Navigate to the Multiple Warehouse tab to manage your physical locations and user access.
Multi-Warehouse Setup
You can create as many warehouses as needed to mirror your physical operations.
- Click + Add Warehouse.
- Enter the Name (e.g., “Downtown Branch”).
- Enter the Address.
- Set the status to Active.
Note: Your “Primary Warehouse” is the default location for all transactions unless otherwise specified.
Warehouse Permissions
Security is critical when managing stock across locations. You may want a store manager to only see stock in their specific branch.
To restrict access:
- Go to the Warehouse Permissions section.
- Click + Add Permission.
- Select the Team Member.
- Select the specific Warehouses they are allowed to access.
- Click Add Permission.
Users with restricted permissions will only be able to view stock, create transfers, and process sales for the warehouses assigned to them.
Warehouse Transfer Configuration
Navigate to the Warehouse Transfer tab.
Similar to Item Custom Fields, this section allows you to add specific data fields to your internal transfer forms.
- Use Case: You might add a field for “Driver Name,” “Vehicle Number,” or “Quality Check Status” to ensure every transfer includes the necessary logistics data.