Inventory Management

Holo's inventory management system provides real-time visibility into your product inventory, from harvest through packing to sales. It automatically tracks inventory changes and integrates with harvest records and sales orders.

Automatic Inventory Tracking

Inventory is automatically updated when:

• Harvests are recorded
• Products are packed
• Sales orders are fulfilled
• Inventory adjustments are made
• Products are moved between locations

Inventory Views

View your inventory in multiple ways:

• Current Inventory: See what's available right now
• By Product: View inventory levels for each crop and variety
• By Location: Track inventory across different storage locations
• By Quality Grade: See inventory broken down by quality
• Projected Inventory: View expected inventory based on harvest forecasts

Adding Inventory

Inventory is typically added automatically from harvests, but you can also manually add inventory:

1. Navigate to Inventory → Add Inventory
2. Select the product (crop and variety)
3. Enter quantity and units
4. Set quality grade if applicable
5. Specify storage location
6. Add harvest date and any notes
7. Save the entry

Inventory Adjustments

Sometimes you need to adjust inventory for various reasons:

• Product loss or spoilage
• Quality downgrades
• Inventory corrections
• Transfers between locations

All adjustments are logged with timestamps and user information for traceability.

Integration with Sales

Inventory automatically integrates with the sales platform:

• Available inventory is visible to sales team
• Sales orders automatically reserve inventory
• Inventory levels update when orders are fulfilled
• Low inventory alerts help prevent stockouts

Inventory Alerts

Set up alerts to stay informed:

• Low inventory warnings
• Expiring product notifications
• Quality degradation alerts
• Inventory discrepancy notifications

Best Practices

• Record harvests promptly to keep inventory accurate
• Regularly reconcile physical inventory with system records
• Use quality grades consistently
• Set appropriate inventory alerts
• Review inventory reports regularly
• Keep storage location information up to date