System Guide

Inventory & Supply Chain System Guide

A step-by-step guide to tracking stock, fulfilling orders, and running your supply chain in Mantle.

Inventory and supply chain is the part of Mantle that records what you buy and sell, values it correctly as it moves, and keeps your orders, your warehouse, and your books in step. It tracks every product and service in your catalogue, every location you hold stock in, and every movement in or out, so that what you hold and what it is worth are always derived from a single, auditable history rather than a figure anyone types in.

This guide walks you through the whole module, screen by screen. It is written for the three people who tend to touch stock: the business owner who needs to get it right without learning stock control, the bookkeeper or accountant who knows the accounting and needs to see how Mantle does it, and the warehouse or operations staff who move goods day to day.

What's inside

  • Products and services: building your catalogue, tracked stock versus services, and the prices and per-customer arrangements that fill in your order lines for you.
  • Locations and the stock ledger: where stock sits, how FIFO, LIFO, and average costing decide the value of goods that leave, and why you reverse a movement rather than edit it.
  • The documents that move stock: receiving goods with their landed costs, delivering to customers, transferring between your own locations, reserving stock, and adjusting it with journals.
  • Quotes and orders: raising customer and supplier orders, fulfilling them, invoicing and settling them, and handling returns.
  • The advanced supply chain: supplies, demands, promising rules, and building a logistics pipeline by hand.
  • The six inventory reports, a complete worked example from order to received and paid, a permissions reference, and a glossary of every term used.

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