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ROENRU

Inventory and purchasing

Know what you hold, reserve and need to order

Connect inventory, reservations and purchasing to daily operations so your team can distinguish available stock from materials that still need ordering.

Explore the solution

01 / Who it is for

When a stock figure does not answer the team's question

One colleague sees an item in stock, another knows it is reserved, and the buyer places an order without a shared picture. For a small team, we define a simple process for receipts, consumption and returns with clear responsibilities. Across several warehouses or branches, we distinguish locations, transfers and order reservations. This service suits trading and service businesses that need purchasing to reflect actual requirements. Teams can work from consistent product records instead of maintaining separate lists that diverge whenever an item moves or a customer changes an order.

02 / What the project can include

From the product record to goods received

01

Products and locations

We organise product records, units of measure and storage locations. Together we define how receipts, consumption, transfers and returns are recorded, so each stock movement has an identifiable purpose and a person responsible for it.

02

Available versus reserved

We distinguish physical stock from quantities allocated to orders or jobs. We define when reservations begin and end, how shortages are handled and what colleagues can check before making a delivery commitment to a customer.

03

Purchasing through to receipt

We connect requirements to purchase requests, suppliers and receipts. We define approvals, partial deliveries and discrepancy handling so the team can distinguish an order placed with a supplier from goods actually available for use.

03 / Illustrative example

Illustrative example: parts for a scheduled repair

A repair business prepares a job requiring two parts. One is available and is reserved for that job; the other is missing. The buyer receives the requirement, checks the supplier and submits the purchase for approval. On delivery, a colleague records the quantity received and flags any discrepancy. The received part can be allocated to the job, with consumption recorded when it is fitted. If the job is cancelled, the agreed rule releases its reservation. The team can distinguish incoming, usable and consumed items throughout the process.

04 / How we work

Build records around actual stock movements

  1. 01

    Define products and locations

    We identify product categories, units of measure and storage locations. We clarify who receives goods, who reserves them and who confirms consumption.

  2. 02

    Prepare opening records

    We check duplicate names and product identifiers. We agree on the source of opening quantities, the stocktake date and how differences will be explained.

  3. 03

    Configure daily operations

    We define reservations, replenishment thresholds and approvals. Together we choose the connections to orders, jobs or existing records and agree how exceptions are handled.

  4. 04

    Check movements and balances

    We test partial receipts, consumption, transfers and returns using agreed examples. We compare resulting balances and prepare the team to record operations consistently.

05 / What you receive

What your team receives

  • Product records and a storage-location structure prepared for the agreed data.
  • A configured process for reservations, purchasing, receipts and stock movements.
  • Views of availability, requirements and discrepancies, supported by operating rules and validated scenarios.

What the project can include

What we agree before implementation

  • Reliable quantities depend on recording receipts and consumption; software does not replace physical stocktaking.
  • Accounting valuation, statutory documents and accounting connections are scoped separately with the company's responsible specialist.
  • Batches, serial numbers, expiry dates and barcode reading are included when required by the operation and agreed in scope.

Where we start

Discuss your project

Show us how you currently follow one product from a supplier order through to use or sale, together with an example of a reservation that confused your team.

Discuss your stock process