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Inventory Module Fundamentals v2

Inventory Module Fundamentals v2

In this course, you’ll find out how to run an efficient and protected inventory audit in Cin7 Core. 
You’ll learn how to make inventory adjustments and view your stocktake activity. 
You’ll also learn the most efficient stock transfer method for your business operations.

Private Course
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Responsible Hanno
Last Update 11/03/2026
Completion Time 1 hour 54 minutes
Members 1
  • Welcome
    2Lessons · 5 mins
  • Managing Stock
    17Lessons · 35 mins
    • Conduct a stocktake with accuracy and flexibility
    • Stocktake vs. adjustment
    • Example: Indoorsy
    • Set up the stocktake
    • Fields to know
      Preview 10 xp
    • Stocktake protections
      Preview 5 xp
    • Run the stocktake
      10 xp
    • Perform a manual count
    • Import a stocktake
    • Add items back into inventory
    • Best Practices
    • Knowledge check
      10 xp
    • Pause and think
    • Check your stocktake
    • Complete the stocktake
    • Demo: Complete a stocktake video
      Preview
    • Try it yourself: Complete a sample stocktake
  • Stock Adjustment
    5Lessons · 11 mins
  • Transferring Stock
    4Lessons · 8 mins
  • Stage 1: Transfer Order
    5Lessons · 5 mins
    • Complete a stock transfer
    • #1 Complete the stock transfer header.
    • #2 Add product lines.
    • #3 Authorize the transfer order.
    • Knowledge check
      Preview 10 xp
  • Stage 2: Order Pick
    7Lessons · 7 mins
    • Stage 2: Order Pick
    • #1 Add product lines.
    • #2 Specify Batch, Serial, Expiry, and/or Bin (if applicable).
    • #3 Specify Transfer Quantity.
    • #4 Specify Sent Date.
    • #5 Send Stock.
    • Knowledge check
      10 xp
  • Stage 3: In Transit
    1Lessons · 2 mins
    • Stage 3: In Transit
  • Stage 4: Put Away (receive)
    6Lessons · 6 mins
    • Stage 4: Put Away (receive)
    • #1 Add product lines.
    • #2 Specify Batch, Serial, Expiry, and/or Bin (if applicable).
    • #3 Specify Received Quantity.
    • #4 Specify Received Date.
    • #5 Mark the Put Away phase complete.
  • Stage 5: Stock Transfer Complete
    4Lessons · 12 mins
    • Stock Transfer Complete
    • Demo: Complete a stock transfer
    • Knowledge check
      10 xp
    • Try it yourself: Complete a stock transfer
  • Simplify your stock transfer
    7Lessons · 8 mins
    • Simplify your stock transfer
    • Skip Stock Transfer Order
    • Skip Order Pick and Put Away
    • Skip Pick, In Transit, and Put Away
    • Skip Order, Pick, In Transit, and Put Away
    • Pause and think
    • Finished
  • CERTIFICATION TEST
    1Lessons · 15 mins
    • Inventory Module Fundamentals (Part II)