Inventory Essentials
Receive, issue, move and count stock correctly every day.
Part of ERPNext Inventory Controller, ERPNext Functional Consultant learning paths
Take these first
This course builds on other courses. You can still start now.
Coming soon
We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Explain how the stock ledger, warehouses and stock documents work together
- ✓Set up warehouses, warehouse groups, goods in transit and stock items with the right units of measure
- ✓Receive stock with Purchase Receipts, and deliver or issue it with Delivery Notes and material issues
- ✓Move stock between warehouses and choose the right Stock Entry type
- ✓Track batches, expiry dates and serial numbers
- ✓Count stock and correct balances with Stock Reconciliation
- ✓Use the Stock Balance, Stock Ledger and Projected Quantity reports
Course Content
10 lessons when complete · 0 live now
- 1Coming
How Stock Works in ERPNext
The stock ledger, warehouses and the documents that move stock.
- 2Coming
Warehouses and Warehouse Groups
Set up stores, branches and goods in transit.
- 3Coming
Items for Stock
Stock and non-stock items, units of measure and conversion factors.
- 4Coming
Receiving Stock
Purchase Receipts and what they change.
- 5Coming
Delivering and Issuing Stock
Delivery Notes and material issues.
- 6Coming
Moving Stock Between Warehouses
Material transfers and goods in transit.
- 7Coming
Stock Entry Types
Receipt, issue, transfer and repack, and when to use each.
- 8Coming
Batches and Serial Numbers
Track expiry dates and individual units.
- 9Coming
Stock Counts and Stock Reconciliation
Count stock and correct balances the right way.
- 10Coming
Everyday Stock Reports
Stock Balance, Stock Ledger and Projected Quantity.
About This Course
Stock in ERPNext is only as accurate as the documents that move it. This course shows you how to receive, issue, move and count stock correctly every day.
You'll set up warehouses and stock items, receive goods with Purchase Receipts, deliver and issue them, transfer stock between warehouses and through goods in transit, and pick the right stock entry type each time. You'll track batches, expiry dates and serial numbers, and count stock and correct balances with Stock Reconciliation.
You finish by reading the Stock Balance, Stock Ledger and Projected Quantity reports.
Prerequisites
- •Getting Started with ERPNext
- •Customers, Suppliers & Items
Who This Course Is For
- →Storekeepers and warehouse staff
- →Inventory clerks and stock controllers new to ERPNext
- →Branch and shop managers responsible for stock
- →Business owners who want stock figures they can trust
10 more lessons are being recorded. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 4h 10m of video when complete
- 🎬10 lessons, 0 live now
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.