Daftra Academy
Sign inStart learning

Warehouse and Stock Management in Daftra

A complete guide to setting up warehouse and stock management in Daftra, including stocktaking, pricing, multiple warehouses, products and user assignments.

Duration
2 hours
Video content
Learners
+2
Learners
Instructors
Daftra Academy
Daftra Education Team

About this course

This course covers managing warehouses and stock in Daftra: enabling and adding warehouses and setting their permissions, setting up products and services with their categories, unit templates and default taxes, bundled products and item groups, and importing products from external files.

It then deals with controlling stock movements through stock vouchers and stock requests, the negative stock option, tracking products by serial number, lot number or expiry date, electronic scale barcodes, advanced pricing and price lists, and distributing expenses over purchase costs.

It finishes with stocktaking from the stocktaking management page and the mobile app, and assigning a default warehouse to each user or branch.

What you will learn

  • Enable and add warehouses, set who can access them and link them to the "Chart of Accounts".
  • Add products and services and organise them with categories, unit templates, item groups and bundled products.
  • Import products and sub-items from CSV and Excel files.
  • Set up advanced pricing, price lists and default taxes for products.
  • Manage stock vouchers and stock requests and control the negative stock option.
  • Track products by serial number, lot number or expiry date and set up electronic scale barcodes.
  • Carry out and settle stocktaking in the system and from the mobile app.
  • Assign a default warehouse to each user or branch and distribute expenses over purchase costs.

Who this is for

  • Storekeepers and inventory staff who use Daftra.
  • Shop and business owners who run more than one warehouse.
  • Accountants responsible for stock costs and stocktaking adjustments.

Before you start

  • An active Daftra account.
  • Access to the inventory and app settings in the account.

Course content

23 lessons • 2 hours 24 minutes

  1. 1Course lessons
    • Managing warehouses in Daftra: a complete overview5 minutes
    • Using the Daftra stocktaking mobile app13 minutes
    • Distributing expenses over the cost of purchased products12 minutes
    • Daftra's new stocktaking app (short)1 minute
    • Allowing negative stock in Daftra3 minutes
    • Advanced pricing settings in Daftra4 minutes
    • Creating product and service categories in Daftra4 minutes
    • Unit templates in Daftra inventory7 minutes
    • Assigning a default tax to products in Daftra2 minutes
    • Daftra's warehouse stocktaking app (short)1 minute
    • The Products & Services page in Daftra7 minutes
    • Creating a bundled product in Daftra6 minutes
    • Importing a product list from an external file in Daftra8 minutes
    • Tracking products in Daftra6 minutes
    • Adding custom fields to products and services in Daftra5 minutes
    • Electronic scale barcode settings in Daftra4 minutes
    • Managing stock vouchers in Daftra10 minutes
    • Creating price lists for special cases in Daftra7 minutes
    • Assigning a default warehouse to each user in Daftra3 minutes
    • Stocktaking in Daftra: a complete walkthrough4 minutes
    • Managing stock requests in Daftra14 minutes
    • Adding item groups in Daftra11 minutes
    • Importing item group sub-items from Excel in Daftra7 minutes

Latest reviews

Nobody has rated this course yet.

Nobody has rated this course yet.

FAQ

Can I stop sales for more than the quantity in stock?

Yes. Disable "Allow Negative Stock" in the inventory settings and a "Quantity not available" message appears when you try to save the invoice. The negative stock lesson explains how this option works together with stock vouchers.

Can I do stocktaking from my phone?

Yes. Daftra's stocktaking app lets you count by scanning barcodes or entering quantities manually and then sync the sheet; the sheets must then be issued and settled in the system to affect quantities.

What is the difference between a bundled product and an item group?

A bundled product is a single product made up of several products in your account, whose components are deducted from stock. An item group is a main product with sub-items that differ by attributes such as colour and size.

What language are the videos in?

The videos are in Arabic, and every lesson has an English transcript and English captions.

Courses you may like

Start your journey in Purchases & Inventory today

Join thousands of learners and grow your skills with Daftra Academy

Join the course