Inventory - Correct method to setup

Warehouse Types:

Used for organization and filtering. For example, none of my Supplier Warehouses are displayed in the Warehouse Screen (they are hidden), because I don’t care about their Stock counts. Only my Local Warehouses appear in this screen.

Local Warehouses: Shop, Bodega
Supplier Warehouses: a Warehouse for every supplier I have


Document Types:

Documents contain Transactions. You buy product A, B, and C from your supplier. For each product bought, there is a Purchase Transaction. The Purchase Document contains 3 Transactions (1 for each Product). If I want to move a case of Bagels, 3 Trays of Croissants, and a Bottle of Rum from my onsite Shop (Local) Warehouse to my offsite Bodega (Local) Warehouse, I use a Transfer Doc which contains 3 Transfer Transactions (1 for each Product).

Purchase Doc (Supplier to Shop)
Stock Transfer Doc (Shop to Bodega)
Stock Transfer Doc (Bodega to Shop)


Transaction Types

These describe the type of stock movement for a single product. Likely the same or similar to above.

Purchase Tx (Supplier to Shop)
Stock Transfer Tx (Shop to Bodega)
Stock Transfer Tx (Bodega to Shop)

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