UPEO Academy
IntermediateComing soon🏆 Certificate

Inventory Professional

Value stock correctly, keep it matched to the accounts, and fix stock errors.

⏱ 4h 10m when complete🎬 0 of 10 lessons live🏆 Certificate of completion♾️ Lifetime access

Part of ERPNext Inventory Controller learning path

ITM-00042

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What You'll Learn

  • ✓Set the stock settings for valuation method, negative stock and over-receipt
  • ✓Explain how FIFO and moving average valuation calculate stock value
  • ✓Trace how perpetual inventory posts to the accounts, including Stock Received But Not Billed
  • ✓Add freight, duty and clearing to item cost with landed costs
  • ✓Prevent negative stock and correct wrong warehouses, quantities and rates, including back-dated fixes and reposting
  • ✓Raise Material Requests automatically from reorder levels
  • ✓Use quality inspection, pick lists and putaway rules
  • ✓Analyse stock ageing, slow movers and stock value against the accounts

Course Content

10 lessons when complete · 0 live now

  1. 1

    Stock Settings That Matter

    Valuation method, negative stock and over-receipt rules.

    Coming
  2. 2

    Valuation: FIFO and Moving Average

    How ERPNext calculates the value of your stock.

    Coming
  3. 3

    Perpetual Inventory

    How stock posts to the accounts, including Stock Received But Not Billed.

    Coming
  4. 4

    Landed Costs

    Add freight, duty and clearing to the cost of items.

    Coming
  5. 5

    Negative Stock

    Why it happens, how to fix it and how to stop it.

    Coming
  6. 6

    Correcting Stock Mistakes

    Wrong warehouse, quantity or rate, back-dated fixes and reposting.

    Coming
  7. 7

    Reorder Levels and Automatic Requests

    Let ERPNext raise Material Requests when stock runs low.

    Coming
  8. 8

    Quality Inspection

    Inspect goods on receipt and before delivery.

    Coming
  9. 9

    Pick Lists and Putaway Rules

    Pick stock for delivery and store it on receipt.

    Coming
  10. 10

    Stock Analysis Reports

    Stock ageing, slow movers and stock value against the accounts.

    Coming

About This Course

Getting quantities right is the start. This course is about value: valuing stock correctly, keeping it matched to the accounts and fixing stock errors safely.

You'll set the stock settings that matter, understand FIFO and moving average valuation, and see how perpetual inventory posts to the accounts. You'll add landed costs, deal with negative stock, correct mistakes with reposting, let ERPNext raise Material Requests at reorder level, and use quality inspection, pick lists and putaway rules.

You finish with stock ageing, slow movers and stock value compared to the accounts.

Prerequisites

  • •Inventory Essentials

Who This Course Is For

  • →Stock controllers and inventory managers
  • →Accountants who reconcile stock to the ledger
  • →Warehouse supervisors running several stores
  • →Consultants supporting inventory teams
Coming soon
0 of 10 lessons live0%

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

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.